Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
THE SEVERNS GROUP, LLC
EIN 81-1099097ConstructionLatest filing 2025
Plans
2
Retirement
2
$947K assets
Welfare
0
Participants
8
1414 BELLE VISTA DR - ORLANDO, FL 32809407-448-8605
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $947K assets / 8 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#002
LIBERTY UNIVERSAL MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$791K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE SEVERNS GROUP, LLC 401(K) PLAN
401k
Assets$156K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIBERTY UNIVERSAL MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $791K | 3 | 2025 | |
| 001 | THE SEVERNS GROUP, LLC 401(K) PLAN | 401k | $156K | 5 | 2025 |
Retirement plans