Original filing (PDF)20240827112018NAL0010810289001

NATIONAL WARRANTY & INSTALL SERVICES, LLC

Name: NATIONAL WARRANTY & INSTALL SERVICES, LLC — UNITED TECH SERVICES 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: NATIONAL WARRANTY & INSTALL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

UNITED TECH SERVICES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

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 NATIONAL WARRANTY & INSTALL SERVICES, LLC.

Plan sponsor

Name

NATIONAL WARRANTY & INSTALL SERVICES, LLC

DBA

UNITED TECH SERVICES

EIN

20-8541453

Address

740 E CAMPBELL, RD · SUITE 300 · RICHARDSON, TX · 75081

Phone

(972) 633-6800

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

INNOVATIVE CONTROL SYSTEMS

INNOVATIVE CONTROL SYSTEMS 401K

$139K · 4 participants

DONALD PERKINS MACHINE SHOP, INC.

DONALD PERKINS MACHINE SHOP 401K PLAN

$139K · 1 participants

COUNTRY CLEAN

COUNTRY CLEAN 401(K) PLAN

$138K · 8 participants

A BETTER VENT CLEANING INC

A BETTER VENT CLEANING INC 401(K) PLAN

$137K · 5 participants

PAUL'S PLUMBING AND HEATING, INC.

PAUL'S PLUMBING AND HEATING, INC. 401(K) PLAN

$137K · 17 participants