· 2022–2024 · DOL EFAST2

Susan B. Bozeman Designs, Inc. — Susan B. Bozeman, Form 5500 (2024)

Original filing (PDF)20250626055028NAL0020274546001

Susan B. Bozeman Designs, Inc.

Form 5500-SF

FILING_RECEIVED

Susan B. Bozeman Designs, Inc. 401(k) Plan

401(k) retirement plan · Susan B. Bozeman Designs, Inc.'s Susan B. Bozeman Designs, Inc. 401(k) Plan held $2.4M in plan assets for 18 participants in 2024.

Active participants

18

Accounts w/ balance

11

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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

54

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUSAN B. BOZEMAN DESIGNS, INC..

Plan sponsor

Name

SUSAN B. BOZEMAN DESIGNS, INC.

EIN

Address

456 EAST PACES FERRY ROAD NE · ATLANTA, GA · 30305

Phone

(404) 237-7745

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Middle Village Preparatory CHA

Middle Village Preparatory CHA 401(k) Profit Sharing Plan & Trust

$2.4M · 60 participants

Pittsburgh Builders Exchange

Pittsburgh Builders Exchange Profit Sharing Plan

$2.4M · 17 participants

North Potomac Smiles, LLC

North Potomac Smiles, LLC 401(k) Plan

$2.4M · 14 participants

Walter Schupfer Management COR

Walter Schupfer Management COR 401(k) Profit Sharing Plan & Trust

$2.4M · 43 participants

Gearity Management Services, LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.