Original filing (PDF)20250725170301NAL0015393378001

SEMBLER INVESTMENTS

Name: SEMBLER INVESTMENTS — SEMBLER INVESTMENTS 401(K) PLAN, Form 5500 (2024)
Creator: SEMBLER INVESTMENTS

Form 5500-SF

FILING_RECEIVED

SEMBLER INVESTMENTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEMBLER INVESTMENTS.

Plan sponsor

Name

SEMBLER INVESTMENTS

EIN

20-8565065

Address

180 FOUNTAIN PARKWAY N · SUITE 100 · ST. PETERSBURG, FL · 33716

Phone

(813) 384-4816

Industry

Management of Companies / Holdingssee 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

2025-07-25

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 Management of Companies / Holdings plans

UNION WHOLESALE COMPANY

UNION WHOLESALE CO 401(K) PROFIT SHARING PLAN

$2.9M · 20 participants

STRIKER INVESTMENT GROUP, LP

STRIKER INVESTMENT GROUP, LP 401K PLAN

$3.0M · 6 participants

WORKMAN MANAGEMENT GROUP, LLC

WORKMAN MANAGEMENT GROUP, LLC 401(K) PLAN

$3.0M · 51 participants

VILICO MANAGEMENT, LLC

CANO 401(K) PLAN

$2.9M · 188 participants

MIMI HOLDINGS, INC.

MIMI HOLDINGS INC 401(K) PROFIT SHARING PLAN AND TRUST