Original filing (PDF)20250207081005NAL0022651952001

SIZEMORE HOLDINGS, LLC

Name: SIZEMORE HOLDINGS, LLC — SIZEMORE HOLDINGS, LLC 401K PLAN, Form 5500 (2024)
Creator: SIZEMORE HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

SIZEMORE HOLDINGS, LLC 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SIZEMORE HOLDINGS, LLC

EIN

87-3692791

Address

1041 OLD US 52 · NEW RICHMOND, OH · 45157

Phone

(513) 582-6526

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2025-02-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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