Original filing (PDF)20251008160803NAL0006111825001

SBV PLAN LLC

Name: SBV PLAN LLC — SBV 401(K) PLAN, Form 5500 (2024)
Creator: SBV PLAN LLC

Form 5500-SF

FILING_RECEIVED

SBV 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$939K

Net assets (EOY)

$939K

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.

Decision-maker contacts

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

Plan sponsor

Name

SBV PLAN LLC

EIN

92-3731341

Address

1150 KANE CONCOURSE, FL 2 · BAY HARBOR ISLANDS, FL · 33154

Phone

(786) 766-5996

Industry

Real Estatesee 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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

THE COMMERCIAL NETWORK, INC. DBA TCN WORLDWIDE

TCN WORLDWIDE 401(K) PLAN

$938K · 3 participants

MCMILLAN REALTY, LLC

MCMILLAN REALTY, LLC 401(K) PROFIT SHARING PLAN

$938K · 2 participants

ALLIANCE TITLE CORP

T&L SERVICES 401K PLAN

$940K · 57 participants

DZP INVESTMENTS LLC

DZP 401(K) PLAN

$940K · 4 participants

MORGAN REAL ESTATE, INC

MORGAN REAL ESTATE INC 401K PLAN

$937K · 11 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.