Original filing (PDF)20250507120029NAL0010773745001

Kenzie's Optics

Name: Kenzie's Optics — Kenzie Optics Cash Balance Plan, Form 5500 (2024)
Creator: Kenzie's Optics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kenzie Optics Cash Balance Plan

Defined-benefit pension plan · Kenzie's Optics' Kenzie Optics Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Kenzie's Optics' EIN is 27-0052285.

EIN 27-0052285

Plan number 002

Plan year 2024

ACK ID 20250507120029NAL0010773745001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kenzie's Optics' plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENZIE'S OPTICS.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

KENZIE'S OPTICS

EIN

all filings

Address

30 KELLI CLARK COURT SE · CARTERSVILLE, GA · 30121

Phone

(678) 574-4664

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-28

Filed

2025-05-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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