Original filing (PDF)20240926145018NAL0000463827001

SERVPRO OF WHITEMARSH/CHELTENHAM

Name: SERVPRO OF WHITEMARSH/CHELTENHAM — SERVPRO OF WHITEMARSH/CHELTENHAM 401(K) PLAN, Form 5500 (2023)
Creator: SERVPRO OF WHITEMARSH/CHELTENHAM

Form 5500-SF

FILING_RECEIVED

SERVPRO OF WHITEMARSH/CHELTENHAM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

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 SERVPRO OF WHITEMARSH/CHELTENHAM.

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 Mgmtsee 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

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