· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SERVPRO OF WHITEMARSH/CHELTENHAM — SERVPRO OF WHITEMARSH/CHELTENHAM 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240926145018NAL0000463827001
SERVPRO OF WHITEMARSH/CHELTENHAM
Form 5500-SF
FILING_RECEIVED
SERVPRO OF WHITEMARSH/CHELTENHAM 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
3
Plan assets (EOY)
$79K
Net assets (EOY)
$79K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SERVPRO OF WHITEMARSH/CHELTENHAM
.
Find decision makers
Plan sponsor
Name
SERVPRO OF WHITEMARSH/CHELTENHAM
EIN
23-2908861
Address
1636 BERKS ROAD · NORRISTOWN, PA · 19403
Phone
(610) 564-0449
Industry
Admin Support & Waste Mgmt
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
2024-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
CAM PARTNERS HOLDINGS, LLC
CAM PARTNERS HOLDINGS, LLC 401(K) PLAN
$79K · 100 participants
UNIVERSAL FUEL SERVICES
UNIVERSAL FUEL SERVICES LLC
$80K · 1 participants
TC CARPENTRY LLC
TC CARPENTRY LLC 401(K) PROFIT SHARING PLAN & TRUST
$79K · 6 participants
PROACTIVE POOL SOLUTIONS
PROACTIVE POOL SOLUTIONS 401(K) PLAN
$79K · 5 participants
FIDO TECH, LLC
FIDO TECH, LLC 401(K) PLAN
$80K · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NOLAN SOMERO
NOLAN SOMERO 401(K) PROFIT SHARING PLAN AND TRUST
$79K · 2 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B