Sb Advisors, LLC DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sb Advisors, LLC
  • Sponsor EIN: 851192215
  • Sponsor Address: 520 E. 86TH ST., 7A, NEW YORK, NY, 10028
  • Plan Type: DB
  • Total Participants: 2
  • Total Assets: $2.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$2.3M$500,000$0
20232$1.7M$420,000$0
20222$1.1M$256,000$0

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