· 2022–2024 · DOL EFAST2

3VY Tax & Services LLC — 3VY Tax & Services LLC, Form 5500 (2025)

Original filing (PDF)20260618132453NAL0003324657001

3VY Tax & Services LLC

Form 5500-SF

FILING_RECEIVED

3VY Tax & Services LLC 401(k) Plan

401(k) retirement plan · 3VY Tax & Services LLC's 3VY Tax & Services LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 3VY TAX & SERVICES LLC.

Plan sponsor

Name

3VY TAX & SERVICES LLC

EIN

92-0374886all filings

Address

1313 BELLEMEADE BLVD · JACKSONVILLE, FL · 32211

Phone

(904) 470-9330

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2026-01-01

Tax period

2026-04-01

Filed

2026-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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