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SLLIM ADVANTAGE BUSINESS TRUST — SLLIM ADVANTAGE BUSINESS TRUST WHAT BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250926105016NAL0008476897001
SLLIM ADVANTAGE BUSINESS TRUST
Form 5500-SF
FILING_RECEIVED
SLLIM ADVANTAGE BUSINESS TRUST WHAT BENEFIT PLAN
Health & welfare plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$10K
Net assets (EOY)
$8K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SLLIM ADVANTAGE BUSINESS TRUST
.
Find decision makers
Plan sponsor
Name
SLLIM ADVANTAGE BUSINESS TRUST
EIN
86-6701508
Address
550 LAKE COURT AVE · LYNCHBURG, VA · 24502
Phone
(434) 515-2005
Industry
Finance & Insurance
see all
Plan administrator
Name
KENNETH PENN
EIN
92-0735173
City
RICHMOND, VA
Phone
(804) 644-1607
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-02-28
Filed
2025-09-26
Welfare benefit codes
4A · Health (other than dental or vision)
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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