How big is 1031 Services, Inc.'s plan?

1031 Services, Inc.'s plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250711153921NAL0006461633001

1031 Services, Inc.

Name: 1031 Services, Inc. — 1031 Services, Inc. Retirement, Form 5500 (2024)
Creator: 1031 Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1031 Services, Inc. Retirement Trust

401(k) retirement plan · 1031 Services, Inc.'s 1031 Services, Inc. Retirement Trust held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

1031 Services, Inc.'s EIN is 20-1758951.

EIN 20-1758951

Plan number 001

Plan year 2024

ACK ID 20250711153921NAL0006461633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 1031 Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

1031 Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score