How big is SB Holding, LLC's plan?

SB Holding, LLC's plan reported $8.4M in assets and 42 participants for 2024.

Original filing (PDF)20250915093104NAL0000606835001

SB Holding, LLC

Name: SB Holding, LLC — SB Holding, LLC Retirement Plan, Form 5500 (2024)
Creator: SB Holding, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SB Holding, LLC Retirement Plan

401(k) retirement plan · SB Holding, LLC's SB Holding, LLC Retirement Plan held $8.4M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

JOSH Stone signed SB Holding, LLC's 2024 Form 5500 as plan administrator.

JOSH Stone — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SB Holding, LLC's EIN is 20-8858634.

EIN 20-8858634

Plan number 001

Plan year 2024

ACK ID 20250915093104NAL0000606835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SB Holding, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SB Holding, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SB HOLDING, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score