How big is SBR Law Group LLC's plan?

SBR Law Group LLC's plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20250716103559NAL0004148848001

SBR Law Group LLC

Name: SBR Law Group LLC — SBR Retirement Savings Plan, Form 5500 (2024)
Creator: SBR Law Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBR Retirement Savings Plan

401(k) retirement plan · SBR Law Group LLC's SBR Retirement Savings Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Susan C. Sorrentino signed SBR Law Group LLC's 2024 Form 5500 as plan administrator.

Susan C. Sorrentino — Plan Administrator — Form 5500 signer
Michelle H. Fullerton — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SBR Law Group LLC's EIN is 46-5535526.

EIN 46-5535526

Plan number 001

Plan year 2024

ACK ID 20250716103559NAL0004148848001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SBR Law Group LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SBR LAW GROUP 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 (95th percentile).

Plan sponsor

Name

SBR LAW GROUP LLC

EIN

all filings

Address

675 N BARKER RD STE 300 · BROOKFIELD, WI · 53045

Phone

(262) 513-3315

Industry

Law Offices· Professional & Technical Services

Plan administrator