· 2022–2024 · DOL EFAST2

S&O CONSTRUCTION SERVICES INC. — S&O CONSTRUCTION SERVICES, INC. DIRECT ADVISORS TRUST, Form 5500 (2023)

Original filing (PDF)20240412124433NAL0002257329001

S&O CONSTRUCTION SERVICES INC.

Form 5500-SF

FILING_RECEIVED

S&O CONSTRUCTION SERVICES, INC. DIRECT ADVISORS TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 S&O CONSTRUCTION SERVICES INC..

Plan sponsor

Name

S&O CONSTRUCTION SERVICES INC.

EIN

14-1690439all filings

Address

11 CHARLES STREET · PLEASANT VALLEY, NY · 12569

Phone

(845) 635-2916

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

511

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-12

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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