Original filing (PDF)20250717141405NAL0000442449002

SBL INVESTMENTS LLC

Name: SBL INVESTMENTS LLC — SINGLE POINT CAPITAL RETIREMENT PLAN, Form 5500 (2024)
Creator: SBL INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

SINGLE POINT CAPITAL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SBL INVESTMENTS LLC

DBA

SINGLE POINT CAPITAL

EIN

26-0645630

Address

9810 FM 1960 BYPASS RD W. · SUITE 205 · HUMBLE, TX · 77338

Phone

(800) 771-5633

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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