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

Form 5500-SF

FILING_RECEIVED

SET FIVE LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

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.

Decision-maker contacts

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

Plan sponsor

Name

SET FIVE LLC

EIN

20-2570973

Address

204 E PARK ST · LIVINGSTON, MT · 59047

Phone

(406) 640-2860

Industry

Retail Tradesee all

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

Related plans

Similar-size Retail Trade plans

MONROVIA PETROLEUM INC.

MONROVIA PETROLEUM INC 401(K) PLAN

$149K · 6 participants

ADA PROPERTIES

ADA PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST

$151K · 1 participants

SHERMAN OAKS SHELL

HAGOP AGHAZARIAN DBA SHERMAN OAKS SHELL PROFIT SHARING PLAN

$149K

SUPERIOR PETROLEUM INC

SUPERIOR PETROLEUM INC 401(K) PROFIT SHARING PLAN & TRUST

$147K · 18 participants

LUEDEKE OIL COMPANY, INC.

LUEDEKE OIL COMPANY, INC. 401(K) PLAN