Original filing (PDF)20251013102347NAL0000483171001

THE SEVERNS GROUP, LLC

Name: THE SEVERNS GROUP, LLC — LIBERTY UNIVERSAL MANAGEMENT, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: THE SEVERNS GROUP, LLC

Form 5500-SF

FILING_RECEIVED

LIBERTY UNIVERSAL MANAGEMENT, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

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 (2nd percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

THE SEVERNS GROUP, LLC

EIN

81-1099097all filings

Address

1414 BELLE VISTA DR · ORLANDO, FL · 32809

Phone

(407) 448-8605

Industry

Constructionsee all

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

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

1C · Cash balance or similar hybrid DB

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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