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Sponsor portfolio

SIZEMORE, INC.

EIN 58-1026894-facilities services-Latest filing 2025
Plans
3
Retirement
1
$5.1M assets
Welfare
2
$395K premiums
Participants
12,694
2003 GORDON HWY - AUGUSTA, GA 309094408706-736-1456sizemoreinc.comLinkedIn1001-5000 employeesfacilities services
Plans on this EIN
3 filings
#001401k-$5.1M - 12,129 part#503Mixed-$395K - 605 lives#504Self Funded-0 lives

Benefits portfolio analytics

2 plans / $395K premiums / 605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$395K
  • Vision$395K
  • Life$395K
  • Short-term disability$395K
  • Long-term disability$395K
  • Other$395K
Total $395K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $395K1 slice

Broker market share

Schedule A broker compensation

Split broker
70%top
  • THE PENNANT GROUP70%
  • THE CASON GROUP INC30%
Total $88K2 slices

Plan deep-dives

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

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SIZEMORE, INC.

401k

Assets$5.1M
Participants12,129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SIZEMORE, INC GROUP INSURANCE BENEFITS PLAN

Mixed - GUARDIAN

Premiums$395K
Covered lives605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SIZEMORE, INC GROUP INSURANCE MEDICAL BENEFIT PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SIZEMORE, INC.401k$5.1M12,1292025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SIZEMORE, INC GROUP INSURANCE BENEFITS PLANMixedGUARDIAN$395K6052025
504SIZEMORE, INC GROUP INSURANCE MEDICAL BENEFIT PLANSelf Funded-$002025
Retirement plans
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