How big is ITEM 5 LLC's plan?

ITEM 5 LLC's plan reported $59K in assets and 4 participants for 2024.

Original filing (PDF)20250723164145NAL0002032003001

ITEM 5 LLC

Name: ITEM 5 LLC — ITEM 5 401(k) Plan, Form 5500 (2024)
Creator: ITEM 5 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ITEM 5 401(k) Plan

401(k) retirement plan · ITEM 5 LLC's ITEM 5 401(k) Plan held $59K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

Shirley Horner signed ITEM 5 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

ITEM 5 LLC's EIN is 88-1579896.

EIN 88-1579896

Plan number 001

Plan year 2024

ACK ID 20250723164145NAL0002032003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ITEM 5 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ITEM 5 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ITEM 5 LLC.

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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.

Plan sponsor

Name

ITEM 5 LLC

EIN

all filings

Address

1135 W 6TH ST · STE 120 · AUSTIN, TX · 78703

Phone

(737) 240-0218

Industry

Construction

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

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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