Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
SVG PARTNERS LLC
EIN 27-2480974Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
19
750 UNIVERSITY AVENUE, SUITE 260 - LOS GATOS, CA 95032408-375-3056
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SVG PARTNERS, LLC DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$2.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SVG PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$307K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SVG PARTNERS, LLC DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $2.8M | 9 | 2025 | |
| 002 | SVG PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $307K | 10 | 2024 |
Retirement plans