How big is Frankie and Ozzie LLC's plan?

Frankie and Ozzie LLC's plan reported $3K in assets and 12 participants for 2024.

Original filing (PDF)20250720192252NAL0000309635001

Frankie and Ozzie LLC

Name: Frankie and Ozzie LLC — Form 5500 (2024)
Creator: Frankie and Ozzie LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Frankie and Ozzie LLC held $3K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Shirley Horner signed Frankie and Ozzie LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Frankie and Ozzie LLC's EIN is 81-2827968.

EIN 81-2827968

Plan number 001

Plan year 2024

ACK ID 20250720192252NAL0000309635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Frankie and Ozzie LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Frankie and Ozzie LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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