· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SZEMPRUCH HOLDINGS, LLC — SZEMPRUCH HOLDINGS, LLC 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230531093427NAL0038690370001
SZEMPRUCH HOLDINGS, LLC
Form 5500-SF
FILING_RECEIVED
SZEMPRUCH HOLDINGS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
7
Plan assets (EOY)
$746K
Net assets (EOY)
$746K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SZEMPRUCH HOLDINGS, LLC
.
Find decision makers
Plan sponsor
Name
SZEMPRUCH HOLDINGS, LLC
EIN
20-0506471
Address
6250 BLAKENEY PARK DR · CHARLOTTE, NC · 28277
Phone
(704) 543-7227
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-05-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
DETROIT RINGO KAI
DETROIT RINGO KAI 401(K) PLAN
$746K · 7 participants
BUFFALO CENTER FOR ARTS AND TECHNOLOGY
BUFFALO CENTER FOR ARTS AND TECHNOLOGY 401(K) PLAN
$746K · 18 participants
CROSS SCHOOLS, INC.
CROSS SCHOOLS, INC. ERISA 403(B) PLAN
$746K · 149 participants
BROOKLYN LABORATORY CHARTER SCHOOLS
BROOKLYN LABORATORY CHARTER SCHOOLS 403(B) PLAN
$746K · 69 participants
THE DIENER SCHOOL INC.
THE DIENER SCHOOL 403(B) PLAN
$745K · 37 participants
65
Knocking points off
Only 28% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAKE CHAMPLAIN WALDORF SCHOOL
LAKE CHAMPLAIN WALDORF SCHOOL 403(B) PLAN
$745K · 52 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
