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Original filing (PDF)20251015172654NAL0002811187001
ES WINDOWS LLC
Form 5500
FILING_RECEIVED
ES WINDOWS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
262
Accounts w/ balance
105
Plan assets (EOY)
$486K
Net assets (EOY)
$486K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Quoted Prices Significant In Active Other Significant Markets for Observable Unobservable Identical Assets Inputs Inputs Fair Value Description (Level 1) (Level 2) (Level 3) 12/31/2024 Registered investment companies 466,477 - -" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ES WINDOWS LLC.
Plan sponsor
Name
ES WINDOWS LLC
EIN
20-0404719
Address
10653 NE QUAYBRIDGE CT · MIAMI, FL · 331382205
Phone
(786) 301-6232
Industry
Constructionsee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DE LA HOZ, PEREZ, & BARBEITO, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $466K(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Quoted Prices Significant In Active Other Significant Markets for Observable Unobservable Identical Assets Inputs Fair Value Description (Level 1) (Level 2) (Level 3) 12/31/2024 Registered investment companies 466,477 - | — | — | — | $466K | 96.0% |
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