Original filing (PDF)20250903095654NAL0009330963001

Kizer Financial Services, Inc.

Name: Kizer Financial Services, Inc. — Kizer Financial, Form 5500 (2024)
Creator: Kizer Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kizer Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Kizer Financial Services, Inc.'s Kizer Financial Services, Inc. 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Kizer Financial Services, Inc.'s EIN is 36-4407726.

EIN 36-4407726

Plan number 001

Plan year 2024

ACK ID 20250903095654NAL0009330963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kizer Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kizer Financial Services, Inc.'s 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 KIZER FINANCIAL SERVICES, INC..

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

100

Helping the score