Original filing (PDF)20240710091915NAL0014667761001

ESSENTIAL GROUP SERVICES INC.

Name: ESSENTIAL GROUP SERVICES INC. — ESSENTIAL GROUP SERVICES INC. 401(K) PLAN, Form 5500 (2023)
Creator: ESSENTIAL GROUP SERVICES INC.

Form 5500-SF

FILING_RECEIVED

ESSENTIAL GROUP SERVICES INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ESSENTIAL GROUP SERVICES INC.

EIN

11-3108780

Address

5225-43 NESCONSET HIGHWAY · PORT JEFFERSON STATION, NY · 11776

Phone

(631) 473-7600

Industry

Finance & Insurancesee all

Plan administrator

Name

ESSENTIAL GROUP SERVICES INC.

EIN

11-3108780

City

PORT JEFFERSON, NY

Phone

(631) 473-7600

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-14

Filed

2024-07-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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