2023 Form 5500 filing — Service Experts LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004190044NAL0012674385001) for Service Experts LLC 401(K) Plan, reported by Service Experts LLC under EIN 62-1639453 and plan number 002. It reports 4,968 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004190044NAL0012674385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Service Experts LLC
- EIN
- 62-1639453
- Plan number
- 002
- Location
- Richardson, TX
- Participants
- 4,968
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,412,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,412,563
- Employer contributions
- $3,297,216
- Participant contributions
- $16,296,154
- Total income / additions
- $40,787,013
- Benefits paid
- $17,140,074
- Administrative expenses
- $313,567
- Total expenses
- $17,476,088
- Net increase / (decrease)
- $23,310,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $253,407 | $0 |
| Merrill Lynch Pierce Fenner & Smit | CONSULTANT | $25,962 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $19,425 | not reported in the loaded dataset |
| Creative Planning | CONSULTANT | $13,750 | not reported in the loaded dataset |