How big is SVG Partners LLC's plan?

SVG Partners LLC's plan reported $307K in assets and 8 participants for 2024.

Original filing (PDF)20251008175007NAL0009862480001

SVG Partners LLC

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

Form 5500-SF

FILING_RECEIVED

SVG Partners, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · SVG Partners LLC's SVG Partners, LLC 401(k) Profit Sharing Plan and Trust held $307K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$307K

Net assets (EOY)

$307K

People on this filing

Helen Hartnett signed SVG Partners LLC's 2024 Form 5500 as plan administrator.

Helen Hartnett — 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

SVG Partners LLC's EIN is 27-2480974.

EIN 27-2480974

Plan number 002

Plan year 2024

ACK ID 20251008175007NAL0009862480001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SVG Partners LLC's plan includes profit-sharing, 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 SVG 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

Helping the score