Original filing (PDF)20250808083752NAL0004310147001

SEVIS SE, INC.

Name: SEVIS SE, INC. — SEVIS SE, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SEVIS SE, INC.

Form 5500-SF

FILING_RECEIVED

SEVIS SE, INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$482K

Net assets (EOY)

$482K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEVIS SE, INC..

Plan sponsor

Name

SEVIS SE, INC.

EIN

84-2276682

Address

1201 W. 15TH STREET · SUITE 300 · PLANO, TX · 75075

Phone

(866) 668-8316

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

DATASMITH, LLC

DATASMITH, LLC 401(K) PLAN

$482K · 7 participants

JENDESK ENTERPRISES, INC.

JENDESK ENTERPRISES DEFINED BENEFIT PLAN

$482K · 3 participants

PHYSICIAN WEALTH PARTNERS

$482K · 6 participants

KINTA ARTIFICIAL INTELLIGENCE

KINTA ARTIFICIAL INTELLIGENCE 401(K) PLAN

$483K · 1 participants

MCM ENTERPRISES INC.

MCM ENTERPRISES 401(K) PLAN

$483K · 8 participants