Original filing (PDF)20250619154043NAL0004799536001

MENZIES FAMILY LLC DBA MENZIES FINANCIAL

Name: MENZIES FAMILY LLC DBA MENZIES FINANCIAL — MENZIES FAMILY LLC DBA MENZIES FINANCIAL RETIREMENT PLAN, Form 5500 (2024)
Creator: MENZIES FAMILY LLC DBA MENZIES FINANCIAL

Form 5500-SF

FILING_RECEIVED

MENZIES FAMILY LLC DBA MENZIES FINANCIAL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MENZIES FAMILY LLC DBA MENZIES FINANCIAL.

Plan sponsor

Name

MENZIES FAMILY LLC DBA MENZIES FINANCIAL

EIN

84-2226243all filings

Address

9715 271ST ST. NW · STANWOOD, WA · 98292

Phone

(360) 629-6289

Industry

Finance & Insurancesee all

Plan administrator