Sizemore INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sizemore INC.
  • Sponsor EIN: 821899866
  • Sponsor Address: 9107 KINNEL LN, TOMBALL, TX, 77375
  • Plan Type: 401(k)
  • Total Participants: 122
  • Total Assets: $427,385

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024122$427,385$0$254
202351$163,806$1,737$1,748
202239$139,325$1,010$1,121

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