How big is SBR Management LLC's plan?

SBR Management LLC's plan reported $604K in assets and 176 participants for 2024.

Original filing (PDF)20250930154538NAL0013460592001

SBR Management LLC

Name: SBR Management LLC — Roberts Resorts & Communities, Form 5500 (2024)
Creator: SBR Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts Resorts & Communities 401(k) Plan

401(k) retirement plan · SBR Management LLC's Roberts Resorts & Communities 401(k) Plan held $604K in plan assets for 176 participants in 2024.

Signals · 1

No auditor on file

Active participants

176

Accounts w/ balance

Plan assets (EOY)

$604K

Net assets (EOY)

$604K

People on this filing

TARA Evans, for TAG Resources signed SBR Management LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

SBR Management LLC's EIN is 47-2602560.

EIN 47-2602560

Plan number 001

Plan year 2024

ACK ID 20250930154538NAL0013460592001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SBR Management LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SBR MANAGEMENT LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score