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Original filing (PDF)20250711083319NAL0004559251001
SB HOLDING, LLC
Form 5500
FILING_RECEIVED
SB HOLDING, LLC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
28
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SB HOLDING, LLC.
Plan sponsor
Name
SB HOLDING, LLC
EIN
20-8858634
Address
THREE COLISEUM CENTRE · 2550 WEST TYVOLA ROAD SUITE 100 · CHARLOTTE, NC · 28217
Phone
(704) 442-4994
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECM SOLUTIONS | 20-0573038 | — | BROKER | $9K | — |
| E.K. MCCONKEY & CO. | 23-3086396 | — | BROKER | $6K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEDCOST LLC | 56-1999192 | — | ADMIN | $16K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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