How big is Small BIZ Resource, LLC's plan?

Small BIZ Resource, LLC's plan reported $184K in assets and 20 participants for 2024.

Original filing (PDF)20251013170354NAL0002477152001

Small BIZ Resource, LLC

Name: Small BIZ Resource, LLC — Small BIZ Resource, LLC, Form 5500 (2024)
Creator: Small BIZ Resource, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Small BIZ Resource, LLC 401(k) Plan

401(k) retirement plan · Small BIZ Resource, LLC's Small BIZ Resource, LLC 401(k) Plan held $184K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

People on this filing

Vicki Baucum signed Small BIZ Resource, LLC's 2024 Form 5500 as plan administrator.

Vicki Baucum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Small BIZ Resource, LLC's EIN is 27-0195844.

EIN 27-0195844

Plan number 001

Plan year 2024

ACK ID 20251013170354NAL0002477152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Small BIZ Resource, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Small BIZ Resource, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off