Back to filter
Original filing (PDF)20250313145705NAL0033089456001
KAREN ELSON, INC.
Form 5500-SF
FILING_RECEIVED
KAREN ELSON, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAREN ELSON, INC..
Plan sponsor
Name
KAREN ELSON, INC.
EIN
13-4098467
Address
480 JAMES ROBERTSON PARKWAY · NASHVILLE, TN · 37219
Phone
(615) 742-2525
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
TRAVIS RICE, INC.
TRAVIS RICE, INC. RETIREMENT TRUST
$3.4M · 2 participants
QUOTE-UNQUOTE FILMS, INC.
QUOTE-UNQUOTE FILMS, INC. PROFIT SHARING PLAN
$3.4M · 2 participants
LL COOL J INC.
LL COOL J, INC. PROFIT SHARING PLAN
$3.4M · 2 participants
CHICAGO SCENIC STUDIOS, INC.
CHICAGO SCENIC STUDIOS, INC. 401(K) PROFIT SHARING PLAN
$3.4M · 115 participants
SPREAD ENTERTAINMENT, INC.
SPREAD ENTERTAINMENT, INC. DEFINED BENEFIT PENSION PLAN
$3.4M · 2 participants
STEVE SAUER, INC.
STEVE SAUER, INC. PROFIT SHARING PLAN
$3.4M · 2 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B