How big is Seven, LLC's plan?

Seven, LLC's plan reported $725K in assets and 89 participants for 2023.

Original filing (PDF)20240606102117NAL0047143906001

Seven, LLC

Name: Seven, LLC — 7-AS-SBM Qualified Retirement Plan, Form 5500 (2023)
Creator: Seven, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

7-AS-SBM Qualified Retirement Plan

401(k) retirement plan · Seven, LLC's 7-AS-SBM Qualified Retirement Plan held $725K in plan assets for 89 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$725K

Net assets (EOY)

$725K

People on this filing

Beatriz Johnson signed Seven, LLC's 2023 Form 5500 as plan administrator.

Beatriz Johnson — 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

Seven, LLC's EIN is 61-1536709.

EIN 61-1536709

Plan number 001

Plan year 2023

ACK ID 20240606102117NAL0047143906001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Seven, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Seven, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SEVEN, LLC

EIN

all filings

Address

7525 SE 24TH STREET,SUITE 310 · PO BOX 997 · MERCER ISLAND, WA · 98040

Phone

(206) 230-8969

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-06

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

JUDY Jetson Inc.

JUDY Jetson Inc. 401(k) Profit Sharing Plan & Trust

$724K · 12 participants

Salon Khouri Dulles Ltd.

Salon Khouri Dulles Ltd. 401(k) Plan

$723K · 24 participants

Nicole Norris, MD Medical Spa, LLC

Nicole Norris, MD Medical Spa 401(k) Plan

$729K · 8 participants

Radiance Salon and Day Spa, LLC

Radiance Salon & MEDI-Spa 401(k) Plan

$718K · 43 participants

BAMA Clips Inc.

BAMA Clips Inc. 401(k) Profit Sharing Plan & Trust

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.