How big is SBL Consulting Group LLC's plan?

SBL Consulting Group LLC's plan reported $795K in assets and 6 participants for 2024.

Original filing (PDF)20250626144348NAL0012957232001

SBL Consulting Group LLC

Name: SBL Consulting Group LLC — SBL Consulting Group LLC, Form 5500 (2024)
Creator: SBL Consulting Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBL Consulting Group LLC FKA Susan B LEVY Consulting LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · SBL Consulting Group LLC's SBL Consulting Group LLC FKA Susan B LEVY Consulting LLC 401(k) Profit Sharing Plan & Trust held $795K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

People on this filing

Susan B LEVY signed SBL Consulting Group LLC's 2024 Form 5500 as plan administrator.

Susan B LEVY — 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 Consulting Group LLC's EIN is 45-3191751.

EIN 45-3191751

Plan number 001

Plan year 2024

ACK ID 20250626144348NAL0012957232001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SBL Consulting Group 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 CONSULTING GROUP LLC.

Finding similar companies…

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