How big is Sizemore Group, LLC's plan?

Sizemore Group, LLC's plan reported $1.7M in assets and 13 participants for 2024.

Original filing (PDF)20250624103515NAL0006739329001

Sizemore Group, LLC

Name: Sizemore Group, LLC — Sizemore Group Retirement Plan, Form 5500 (2024)
Creator: Sizemore Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sizemore Group Retirement Plan

401(k) retirement plan · Sizemore Group, LLC's Sizemore Group Retirement Plan held $1.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Angelita ABLE signed Sizemore Group, LLC's 2024 Form 5500 as plan administrator.

Angelita ABLE — 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

Sizemore Group, LLC's EIN is 58-2361927.

EIN 58-2361927

Plan number 001

Plan year 2024

ACK ID 20250624103515NAL0006739329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sizemore Group, LLC'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 SIZEMORE GROUP, 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

Helping the score