How big is Shvms, LLC's plan?

Shvms, LLC's plan reported $3.5M in assets and 25 participants for 2024.

Original filing (PDF)20250604062700NAL0010661089001

Shvms, LLC

Name: Shvms, LLC — Sante Healthcare Ventures 401(k) Plan, Form 5500 (2024)
Creator: Shvms, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sante Healthcare Ventures 401(k) Plan

401(k) retirement plan · Shvms, LLC's Sante Healthcare Ventures 401(k) Plan held $3.5M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Charles Juliano signed Shvms, LLC's 2024 Form 5500 as plan administrator.

Charles Juliano — 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

Shvms, LLC's EIN is 26-0399149.

EIN 26-0399149

Plan number 001

Plan year 2024

ACK ID 20250604062700NAL0010661089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shvms, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

SHVMS, LLC

EIN

all filings

Address

1300 RED RIVER ST · SUITE 1500 · AUSTIN, TX · 78701

Phone

(512) 721-1217

Industry

Finance & Insurance

Plan administrator