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

Form 5500-SF

FILING_RECEIVED

SBR RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SBR LAW GROUP LLC.

Plan sponsor

Name

SBR LAW GROUP LLC

EIN

46-5535526

Address

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

Phone

(262) 513-3315

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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