How big is Sembler Investments' plan?

Sembler Investments' plan reported $3.0M in assets and 28 participants for 2024.

Original filing (PDF)20250725170301NAL0015393378001

Sembler Investments

Name: Sembler Investments — Sembler Investments 401(k), Form 5500 (2024)
Creator: Sembler Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sembler Investments 401(k) Plan

401(k) retirement plan · Sembler Investments' Sembler Investments 401(k) Plan held $3.0M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Sembler Investments' EIN is 20-8565065.

EIN 20-8565065

Plan number 001

Plan year 2024

ACK ID 20250725170301NAL0015393378001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sembler Investments' 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 SEMBLER INVESTMENTS.

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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

Helping the score