PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Setzer Management Co., LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Setzer Management Co., LLC

EIN 27-4864210-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
Participants
9
354 WALLER AVENUE, SUITE 150 - LEXINGTON, KY 40504895-514-7767
Plans on this EIN
2 filings
#001401(k)-$2.9M - 9 part#501Self-funded-0 lives

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SETZER MANAGEMENT CO. , LLC 401(K) PLAN

401(k)

Assets$2.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SETZER MANAGEMENT CO LLC CBS BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SETZER MANAGEMENT CO. , LLC 401(K) PLAN401(k)$2.9M92025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SETZER MANAGEMENT CO LLC CBS BENEFIT PLANSelf-funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica