How big is SBL Investments LLC's plan?

SBL Investments LLC's plan reported $274K in assets and 18 participants for 2024.

Original filing (PDF)20250717141405NAL0000442449002

SBL Investments LLC

Name: SBL Investments LLC — Single Point Capital, Form 5500 (2024)
Creator: SBL Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Single Point Capital Retirement Plan

401(k) retirement plan · SBL Investments LLC's Single Point Capital Retirement Plan held $274K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

People on this filing

Jonathan Leopold signed SBL Investments LLC's 2024 Form 5500 as plan administrator.

Jonathan Leopold — 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

SBL Investments LLC's EIN is 26-0645630.

EIN 26-0645630

Plan number 001

Plan year 2024

ACK ID 20250717141405NAL0000442449002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SBL Investments 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 SBL INVESTMENTS LLC.

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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