How big is Svengali, Inc.'s plan?

Svengali, Inc.'s plan reported $670K in assets and 1 participants for 2024.

Original filing (PDF)20251015105938NAL0002180659002

Svengali, Inc.

Name: Svengali, Inc. — Svengali, Inc. Money Purchase, Form 5500 (2024)
Creator: Svengali, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Svengali, Inc. Money Purchase Pension Plan

Defined-contribution retirement plan · Svengali, Inc.'s Svengali, Inc. Money Purchase Pension Plan held $670K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

Plan identifiers

Svengali, Inc.'s EIN is 95-3520127.

EIN 95-3520127

Plan number 001

Plan year 2024

ACK ID 20251015105938NAL0002180659002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Svengali, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Svengali, Inc.'s plan includes money-purchase contributions.

Decision-maker contacts

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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 (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SVENGALI, INC.

EIN

all filings

Address

P.O. BOX 1149 · SANTA YNEZ, CA · 93460

Phone

(805) 688-4243

Industry

Arts, Entertainment, Recreation

Plan administrator