How big is Sam Bagelry Corp.'s plan?

Sam Bagelry Corp.'s plan reported $554K in assets and 29 participants for 2025.

Original filing (PDF)20260423124327NAL0002509859001

Sam Bagelry Corp.

Name: Sam Bagelry Corp. — Sam Bagelry Corp. 401(k) Profit, Form 5500 (2025)
Creator: Sam Bagelry Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam Bagelry Corp. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sam Bagelry Corp.'s Sam Bagelry Corp. 401(k) Profit Sharing Plan & Trust held $554K in plan assets for 29 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$554K

Net assets (EOY)

$554K

People on this filing

Edward Rojas signed Sam Bagelry Corp.'s 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sam Bagelry Corp.'s EIN is 20-0135461.

EIN 20-0135461

Plan number 001

Plan year 2025

ACK ID 20260423124327NAL0002509859001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sam Bagelry Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sam Bagelry Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAM BAGELRY CORP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off