What public Form 5500 filings show about the Sizemore, Inc. 401(k) plan — and how to find and check your own account.
Sizemore, Inc. (EIN 58-1026894) reports SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SIZEMORE, INC. on its most recent Form 5500, with $5.1M in plan assets across 12,058 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Sizemore, Inc. filing — schedules, fees, and providers.
Sizemore, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Sizemore, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PALADIN HIB ADVISORS, MERITAIN HEALTH, CONNECTCARE 3, MUTUAL OF AMERICA INVESTMENT, BENECON GROUP.
