Sponsor portfolio
SPECIALTY VALUATION GROUP
EIN 81-3505668commercial real estateLatest filing 2025
Plans
2
Retirement
1
$1.0M assets
Welfare
1
Participants
35
425 METRO PLACE NORTH, 620 - DUBLIN, OH 43017614-496-5908specialtyvaluation.comLinkedIn11-50 employeescommercial real estate
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPECIALTY VALUATION GROUP 401K PLAN
401k
Assets$1.0M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SPECIALTY VALUATION GROUP SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPECIALTY VALUATION GROUP 401K PLAN | 401k | $1.0M | 28 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPECIALTY VALUATION GROUP SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans