How big is SVG Management Group LLC's plan?

SVG Management Group LLC's plan reported $647K in assets and 168 participants for 2024.

Original filing (PDF)20250724155216NAL0012336002001

SVG Management Group LLC

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

Form 5500-SF

FILING_RECEIVED

SVG Management Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · SVG Management Group LLC's SVG Management Group LLC 401(k) Profit Sharing Plan held $647K in plan assets for 168 participants in 2024.

Signals · 1

No auditor on file

Active participants

168

Accounts w/ balance

Plan assets (EOY)

$647K

Net assets (EOY)

$647K

People on this filing

Brooklyn Fillback signed SVG Management Group LLC's 2024 Form 5500 as plan administrator.

Brooklyn Fillback — 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

SVG Management Group LLC's EIN is 81-4446083.

EIN 81-4446083

Plan number 001

Plan year 2024

ACK ID 20250724155216NAL0012336002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 (7th percentile).

Helping the score