How big is Specialty Valuation Group's plan?

Specialty Valuation Group's plan reported $7K in assets and 7 participants for 2024.

Original filing (PDF)20251126140918NAL0009507042001

Specialty Valuation Group

Name: Specialty Valuation Group — Specialty Valuation, Form 5500 (2024)
Creator: Specialty Valuation Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Specialty Valuation Group SOCA Benefit Plan

Health & welfare plan · Specialty Valuation Group's Specialty Valuation Group SOCA Benefit Plan held $7K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

People on this filing

Matt Appenzeller signed Specialty Valuation Group's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Specialty Valuation Group's EIN is 81-3505668.

EIN 81-3505668

Plan number 501

Plan year 2024

ACK ID 20251126140918NAL0009507042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Specialty Valuation Group's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score