Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SV HEALTH INVESTORS, LLC
EIN 86-1154144venture capital & private equityLatest filing 2024
Plans
2
Retirement
2
$41.6M assets
Welfare
0
Participants
66
28 STATE STREET SUITE 980 - BOSTON, MA 02109617-367-8100svhealthinvestors.comLinkedIn51-200 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $41.6M assets / 66 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#003
SV HEALTH INVESTORS, LLC 401(K) AND PROFIT SHARING PLAN
401k
Assets$35.1M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SV LIFE SCIENCES ADVISERS, LLC SUPPLEMENTAL RETIREMENT PLAN
TraditionalDB
Assets$6.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SV HEALTH INVESTORS, LLC 401(K) AND PROFIT SHARING PLAN | 401k | $35.1M | 53 | 2024 | |
| 002 | SV LIFE SCIENCES ADVISERS, LLC SUPPLEMENTAL RETIREMENT PLAN | TraditionalDB | $6.4M | 13 | 2024 |
Retirement plans