Original filing (PDF)20250627184110NAL0009653841001

MIZZEN MANAGEMENT LLC

Name: MIZZEN MANAGEMENT LLC — MIZZEN MANAGEMENT LLC 401K PLAN, Form 5500 (2024)
Creator: MIZZEN MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

MIZZEN MANAGEMENT LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIZZEN MANAGEMENT LLC.

Plan sponsor

Name

MIZZEN MANAGEMENT LLC

EIN

93-2986151

Address

263 TRESSER BLVD, 9TH FLOOR · STAMFORD, CT · 06901

Phone

(203) 293-7820

Industry

Finance & Insurancesee all

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

2025-06-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JOHNSON LYMAN, INC.

JOHNSON LYMAN 401(K) PLAN

$1.0M · 2 participants

PUBLIC SAFETY FINANCIAL GROUP, LLC

PUBLIC SAFETY FINANCIAL GROUP, LLC 401(K) PLAN

$1.0M · 3 participants

ALAMAR CAPITAL MANAGEMENT, LLC

ALAMAR CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

$1.0M · 3 participants

REDHAWK WEALTH ADVISORS, INC.

REDHAWK WEALTH ADVISORS, INC. 401(K) PS PLAN

$1.0M · 8 participants

WEALTH MANAGEMENT SERVICES

WEALTH MANAGEMENT SERVICES 401(K) P/S PLAN