Original filing (PDF)20250811121923NAL0006956209001

ES INVESTMENTS, LLC

Name: ES INVESTMENTS, LLC — ES INVESTMENTS, LLC PROFIT SHARING/ 401(K)PLAN, Form 5500 (2024)
Creator: ES INVESTMENTS, LLC

Form 5500-SF

FILING_RECEIVED

ES INVESTMENTS, LLC PROFIT SHARING/ 401(K)PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

160

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ES INVESTMENTS, LLC.

Plan sponsor

Name

ES INVESTMENTS, LLC

EIN

01-0804681

Address

14055 US HIGHWAY 19 N · CLEARWATER, FL · 337647239

Phone

(727) 536-8822

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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