How big is 967169 Inc.'s plan?

967169 Inc.'s plan reported $128K in assets and 36 participants for 2024.

Original filing (PDF)20250716110701NAL0003050961001

967169 Inc.

Name: 967169 Inc. — 967169 Inc. Retirement Trust, Form 5500 (2024)
Creator: 967169 Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

967169 Inc. Retirement Trust

401(k) retirement plan · 967169 Inc.'s 967169 Inc. Retirement Trust held $128K in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

People on this filing

Plan Sponsor signed 967169 Inc.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

967169 Inc.'s EIN is 82-1967880.

EIN 82-1967880

Plan number 001

Plan year 2024

ACK ID 20250716110701NAL0003050961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 967169 Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

967169 Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

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

Plan sponsor

Name

967169 INC.

EIN

all filings

Address

2504 BARRETT CT · TYLER, TX · 75703

Phone

(903) 534-4692

Industry

All Other Professional Services· Professional & Technical Services

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

2025-07-16

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

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