Original filing (PDF)20251009141124NAL0011630704001

SV HEALTH INVESTORS, LLC

Name: SV HEALTH INVESTORS, LLC — SV HEALTH INVESTORS, LLC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SV HEALTH INVESTORS, LLC

Form 5500-SF

FILING_RECEIVED

SV HEALTH INVESTORS, LLC 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$35.1M

Net assets (EOY)

$35.1M

Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SV HEALTH INVESTORS, LLC

EIN

86-1154144

Address

28 STATE STREET · SUITE 980 · BOSTON, MA · 02109

Phone

(617) 367-8100

Industry