Original filing (PDF)20230707155924NAL0016072353001

SPECIALTY LENDING GROUP, LLC

Name: SPECIALTY LENDING GROUP, LLC — SPECIALTY LENDING GROUP, LLC 401(K) PLAN, Form 5500 (2022)
Creator: SPECIALTY LENDING GROUP, LLC

Form 5500-SF

FILING_RECEIVED

SPECIALTY LENDING GROUP, LLC 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALTY LENDING GROUP, LLC.

Plan sponsor

Name

SPECIALTY LENDING GROUP, LLC

EIN

20-8705370

Address

6305 IVY LANE · SUITE 320 · GREENBELT, MD · 20770

Phone

(301) 345-6005

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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