Original filing (PDF)20240913111251NAL0005039171001

MINORITY SERVICES, INC.

Name: MINORITY SERVICES, INC. — MINORITY SERVICES, INC. DIRECT ADVISORS TRUST, Form 5500 (2023)
Creator: MINORITY SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

MINORITY SERVICES, INC. DIRECT ADVISORS TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 MINORITY SERVICES, INC..

Plan sponsor

Name

MINORITY SERVICES, INC.

EIN

23-2280504

Address

PO BOX 243 · LIONVILLE, PA · 19353

Phone

(484) 524-2914

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-08

Filed

2024-09-13

Welfare benefit codes

4C · Supplemental Unemployment

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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