How big is Sbdoc LLC's plan?

Sbdoc LLC's plan reported $32K in assets and 2 participants for 2024.

Original filing (PDF)20251007164207NAL0002612963001

Sbdoc LLC

Name: Sbdoc LLC — Sbdoc LLC 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Sbdoc LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sbdoc LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sbdoc LLC's Sbdoc LLC 401(k) Profit Sharing Plan held $32K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

Plan identifiers

Sbdoc LLC's EIN is 99-4729671.

EIN 99-4729671

Plan number 001

Plan year 2024

ACK ID 20251007164207NAL0002612963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sbdoc LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SBDOC LLC

EIN

all filings

Address

8450 E. SAN BENITO DRIVE · SCOTTSDALE, AZ · 85258

Phone

(708) 870-5538

Industry

Professional & Technical Services

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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