Original filing (PDF)20251006083421NAL0006057440001

NAME SOUTH, LLC

Name: NAME SOUTH, LLC — NAME SOUTH, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: NAME SOUTH, LLC

Form 5500-SF

FILING_RECEIVED

NAME SOUTH, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAME SOUTH, LLC.

Plan sponsor

Name

NAME SOUTH, LLC

EIN

20-4914061

Address

128 FAST LANE · MOORESVILLE, NC · 28117

Phone

(704) 663-4920

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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

Related plans

Similar-size Retail Trade plans

GREENS AUTO SALVAGE, INC.

GREENS AUTO SALVAGE, INC EMPLOYEES P/S PLAN

$2.0M · 11 participants

REGIONAL TRUCK EQUIPMENT CO INC

REGIONAL TRUCK EQUIPMENT CO INC 401(K) PLAN

$1.9M · 42 participants

INDUSTRIAL BATTERY & SERVICES, INC.

INDUSTRIAL BATTERY & SERVICES, INC. 401(K) PLAN

$2.0M · 8 participants

H & W AUTOMOTIVE PARTS, INC.

H & W AUTOMOTIVE PARTS, INC. RETIREMENT PLAN

$1.9M · 21 participants

LINDER TIRE SERVICE, INC.

LINDER TIRE SERVICE, INC. 401(K) PSP