How big is SET Five LLC's plan?

SET Five LLC's plan reported $150K in assets and 8 participants for 2024.

Original filing (PDF)20250702140512NAL0007674195001

SET Five LLC

Name: SET Five LLC — SET Five LLC 401(k) P/S Plan, Form 5500 (2024)
Creator: SET Five LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SET Five LLC 401(k) P/S Plan

401(k) retirement plan · SET Five LLC's SET Five LLC 401(k) P/S Plan held $150K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

People on this filing

William J Woods signed SET Five LLC's 2024 Form 5500 as plan administrator.

William J Woods — 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

SET Five LLC's EIN is 20-2570973.

EIN 20-2570973

Plan number 001

Plan year 2024

ACK ID 20250702140512NAL0007674195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SET Five LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SET Five LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SET FIVE LLC.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SET FIVE LLC

EIN

all filings

Address

204 E PARK ST · LIVINGSTON, MT · 59047

Phone

(406) 640-2860

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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