How big is Severn Financial Solutions, LLC's plan?

Severn Financial Solutions, LLC's plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260326142205NAL0005657985001

Severn Financial Solutions, LLC

Name: Severn Financial Solutions, LLC — Severn Financial, Form 5500 (2025)
Creator: Severn Financial Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Severn Financial Solutions, LLC 401(k) Plan

401(k) retirement plan · Severn Financial Solutions, LLC's Severn Financial Solutions, LLC 401(k) Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Severn Financial Solutions, LLC's EIN is 26-2681565.

EIN 26-2681565

Plan number 001

Plan year 2025

ACK ID 20260326142205NAL0005657985001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Severn Financial Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Severn Financial Solutions, 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 SEVERN FINANCIAL SOLUTIONS, 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

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 (90th percentile).

Plan sponsor

Name

SEVERN FINANCIAL SOLUTIONS, LLC

EIN

all filings

Address

2661 RIVA ROAD BUILDING 300 STE 340 · ANNAPOLIS, MD · 21401

Phone

(410) 793-1228

Industry

Finance & Insurance

Plan administrator