Retirement plan

SERVBEYOND SOLUTIONS LLC RETIREMENT PLAN

Name: SERVBEYOND SOLUTIONS, LLC - SERVBEYOND SOLUTIONS LLC RETIREMENT PLAN (2025) Form 5500
Creator: SERVBEYOND SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SERVBEYOND SOLUTIONS LLC RETIREMENT PLAN, SERVBEYOND SOLUTIONS, LLC

SERVBEYOND SOLUTIONS, LLCEIN 27-2600735Plan #001PY 2025

5520 RESEARCH PARK DRIVE, SUITE 100 - BALTIMORE, MD 21228301-275-9993servbeyond.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1.5M

+54.6% from 2024

Total participants

+5.4% from 2024

Average account balance

$19,171

+46.6% from 2024

Annual return

22.89%

+6.63 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$19K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

132.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$324K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$242

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$19K

$320 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.262%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,171

$106,749-82.0%

$145,433-86.8%

$82,448-76.7%

Participation rate

100.0%

75.6%+24.4pp

82.1%+17.9pp

68.1%+31.9pp

Annual return

22.89%

27.59%-4.7pp

66.58%-43.7pp

41.64%-18.8pp

Employer contribution / active EE

$2,809

$3,444-18.5%

$4,554-38.3%

$2,551+10.1%

Participant deferral / active EE

$2,680

$6,519-58.9%

$7,897-66.1%

$4,139-35.3%

Admin fee / account holder

$242

$8,390-97.1%

$13,129-98.2%

$7,234-96.7%

SERVBEYOND SOLUTIONS LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SERVBEYOND SOLUTIONS LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion