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Sponsor portfolio

SB HOLDING, LLC

EIN 20-8858634-Construction-Latest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$99K premiums
Participants
90
THREE COLISEUM CENTRE, 2550 WEST TYVOLA ROAD SUITE 100 - CHARLOTTE, NC 28217704-650-4016
Plans on this EIN
2 filings
#001401k-$9.2M - 64 part#501Self Funded-$99K - 26 lives

Benefits portfolio analytics

1 plan / $99K premiums / 26 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED STATES FIRE INSURANCE COMPANY100%
Total $99K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SB HOLDING, LLC RETIREMENT PLAN

401k

Assets$9.2M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SB HOLDING, LLC EMPLOYEE BENEFIT PLAN

Self Funded - CRUM & FORSTER

Premiums$99K
Covered lives26
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SB HOLDING, LLC RETIREMENT PLAN401k$9.2M642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SB HOLDING, LLC EMPLOYEE BENEFIT PLANSelf FundedCRUM & FORSTER$99K262025
Retirement plans
Welfare plans
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