How big is Services by Design's plan?

Services by Design's plan reported $802K in assets and 168 participants for 2024.

Original filing (PDF)20251015161930NAL0005104353001

Services by Design

Name: Services by Design — Services by Design DBA Caring, Form 5500 (2024)
Creator: Services by Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Services by Design DBA Caring Solutions 401(k) Plan

401(k) retirement plan · Services by Design's Services by Design DBA Caring Solutions 401(k) Plan held $802K in plan assets for 168 participants in 2024.

Signals · 1

No auditor on file

Active participants

168

Accounts w/ balance

Plan assets (EOY)

$802K

Net assets (EOY)

$802K

People on this filing

W Luke Payne signed Services by Design's 2024 Form 5500 as plan administrator.

W Luke Payne — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Services by Design's EIN is 03-0374478.

EIN 03-0374478

Plan number 001

Plan year 2024

ACK ID 20251015161930NAL0005104353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Services by Design from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Services by Design's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERVICES BY DESIGN.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score