How big is SBT Partners, LLC's plan?

SBT Partners, LLC's plan reported $1.3M in assets and 14 participants for 2024.

Original filing (PDF)20251015024053NAL0001939603001

SBT Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

SBT Partners, 401(k) Plan

401(k) retirement plan · SBT Partners, LLC's SBT Partners, 401(k) Plan held $1.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

SBT Partners, LLC's EIN is 26-4447625.

EIN 26-4447625

Plan number 001

Plan year 2024

ACK ID 20251015024053NAL0001939603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SBT Partners, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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