Original filing (PDF)20251010141222NAL0004690787001

THE SERVICE COMPANIES, INC.

Name: THE SERVICE COMPANIES, INC. — THE SERVICE COMPANIES 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: THE SERVICE COMPANIES, INC.

Form 5500

FILING_RECEIVED

THE SERVICE COMPANIES 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 3

Possibly inadequate fidelity bondCorrective distributions issued~80 bps in Sched C fees

Active participants

5,313

Accounts w/ balance

188

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SERVICE COMPANIES, INC..

Plan sponsor

Name

THE SERVICE COMPANIES, INC.

EIN

26-2251010

Address

2900 MONARCH LAKES BLVD · STE 202 · MIRAMAR, FL · 33027

Phone

(305) 403-6092

Industry

Other Services (ex. Public Admin)see 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

2025-10-10

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$19K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.