Service Experts LLC 401(K) Plan — Form 5500 plan (Service Experts LLC)
Plain-English plan 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, Service Experts LLC 401(K) Plan is a benefit plan reported by Service Experts LLC under EIN 62-1639453 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,968 participants and $120,412,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Experts LLC
- EIN
- 62-1639453
- Plan number
- 002
- Plan type
- 2
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 4,968
- End-of-year plan assets
- $120,412,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,968 | H, C | 20241004190044NAL0012674385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,412,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,412,563
- Net assets (BOY)
- $97,101,638
Income & contributions
- Employer contributions
- $3,297,216
- Participant contributions
- $16,296,154
- Total contributions
- $21,800,401
- Total income / additions
- $40,787,013
Expenses & distributions
- Benefits paid
- $17,140,074
- Administrative expenses
- $313,567
- Total expenses
- $17,476,088
- Net increase / (decrease)
- $23,310,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $253,407 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smit | CONSULTANT | $25,962 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $19,425 | not reported in the loaded dataset | 2023 |
| Creative Planning | CONSULTANT | $13,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service Experts LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Fidelity Investments Institutional — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smit — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Creative Planning — Schedule C compensation