Original filing (PDF)20250915140255NAL0000735763001

SERVATII, INC.

Name: SERVATII, INC. — SERVATII, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SERVATII, INC.

Form 5500-SF

FILING_RECEIVED

SERVATII, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

186

Accounts w/ balance

Plan assets (EOY)

$922K

Net assets (EOY)

$922K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVATII, INC..

Plan sponsor

Name

SERVATII, INC.

EIN

31-1381777

Address

3888 VIRGINIA AVENUE · CINCINNATI, OH · 45227

Phone

(513) 271-5040

Industry

Retail Tradesee 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

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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