Original filing (PDF)20250827161648NAL0016807360001

HOSMER KING & ROYCE, LLC

Name: HOSMER KING & ROYCE, LLC — HOSMER KING & ROYCE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HOSMER KING & ROYCE, LLC

Form 5500-SF

FILING_RECEIVED

HOSMER KING & ROYCE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 HOSMER KING & ROYCE, LLC.

Plan sponsor

Name

HOSMER KING & ROYCE, LLC

EIN

26-2209490

Address

313 S GLENSTONE AVE · SPRINGFIELD, MO · 65802

Phone

(417) 869-9999

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-08-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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 Finance & Insurance plans

EMPLOYER DRIVEN INSURANCE SERVICES, INC.

EDIS 401(K) PLAN

$2.9M · 82 participants

E W SIVER AND ASSOCIATES, INC

E.W. SIVER & ASSOCIATES, INC. PROFIT SHARING PLAN

$2.9M · 6 participants

COLEMAN & COMPANY PLLC

COLEMAN & COMPANY LLC 401(K) PLAN

$2.9M · 2 participants

FOXEN ADMINISTRATION, LLC

FOXEN ADMINISTRATION, LLC 401(K) PROFIT SHARING PLAN

$2.9M · 100 participants

REED LEFEVRE

REED LEFEVRE PROFIT SHARING PLAN AND TRUST