Department of Labor filing

SET MANAGEMENT, LLC

SET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 6, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

77filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$5,056

Reported employer contributions per active participant.

Higher than about 69% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$8 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 96% of comparable plans

↗Investment performance

Not available

Plan assets changed 23.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202477out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions69th percentileTypical peer $3,462 · based on 1,271 comparable plans

Lower reported administrative expense96th percentileTypical peer $184 · based on 1,343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SET MANAGEMENT, LLC reported $106,170 in employer contributions across the plan and 21 active participants. That works out to $5,056 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy15%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 29.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 1.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context77/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $106,170
Participant contributions: $190,900
Other contributions: $1,615
Employer share of reported contributions: 35.7%
Beginning assets: $1,852,373
Ending assets: $2,294,671
Ending net assets: $2,294,671
Ending liabilities: $0
Total income: $584,517
Total expenses: $142,219
Administrative expenses: $1,125
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,920

2023

$4,278

2024

$5,056

Plan-paid administrative expenses per participant

2022

2023

2024

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,056	21	2.3M	20251006125814NAL0003663217001
2023	$4,278	18	1.9M	20241031220624NAL0005443346001
2022	$3,920	18	1.6M	20231013212114NAL0022771891001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 264196387-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Feb 4, 2009
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CAPITAL GROUP RETIREMENT PLAN SERVI	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251006125814NAL0003663217001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗