Back to filter
Original filing (PDF)20250717135905NAL0000636306003
SEVANA MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
SEVANA MANAGEMENT, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
17
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEVANA MANAGEMENT LLC.
Plan sponsor
Name
SEVANA MANAGEMENT LLC
EIN
92-2620943
Address
9169 W STATE ST. STE 710 · GARDEN CITY, ID · 83714
Phone
(510) 326-3146
Industry
All Other Professional Services· 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size All Other Professional Services plans
RJP CONSULTING GROUP
RJP CONSULTING GROUP, LLC 401K RETIREMENT PLAN
$1.7M · 39 participants
HOROWITZ AGENCY
HOROWITZ AGENCY 401K PROFIT SHARING PLAN AND TRUST
$1.7M · 12 participants
HALLER APPRAISAL SERVICE, INC.
HALLER APPRAISAL SERVICE, INC. PROFIT SHARING PLAN
$1.7M · 19 participants
GLASSCRAFTERS
GLASSCRAFTERS 401(K) PLAN
$1.7M · 21 participants
MAGIC CUSTOM BROKERS, INC.
MAGIC CUSTOM BROKERS, INC. PROFIT SHARING PLAN
$1.7M · 4 participants
DISCOUNT FIBERGLASS POOLS INC
DISCOUNT FIBERGLASS POOLS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 65 participants
Large plans in Idaho
ALBERTSONS COMPANIES, INC.
ALBERTSONS COMPANIES MASTER TRUST
$8.0B
WINCO HOLDINGS, INC.
WINCO EMPLOYEE STOCK OWNERSHIP PLAN
$5.0B · 17,907 participants
MICRON TECHNOLOGY, INC.
MICRON TECHNOLOGY INC. RETIREMENT AT MICRON (RAM) PLAN
$3.7B · 9,878 participants
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
$2.3B · 6,632 participants
BATTELLE ENERGY ALLIANCE, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN
$2.1B · 930 participants
J.R. SIMPLOT COMPANY
SIMPLOT RETIREMENT SAVINGS PLAN
$1.6B · 9,014 participants