How big is Customized Residential Services, LLC's plan?

Customized Residential Services, LLC's plan reported $2.1M in assets and 7 participants for 2024.

Original filing (PDF)20250930124536NAL0012259121001

Customized Residential Services, LLC

Name: Customized Residential Services, LLC — Customized, Form 5500 (2024)
Creator: Customized Residential Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Customized Residential Services, LLC Safe Harbor 401(k) Profit Sharing Plan

401(k) retirement plan · Customized Residential Services, LLC's Customized Residential Services, LLC Safe Harbor 401(k) Profit Sharing Plan held $2.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Kathryn Jackson signed Customized Residential Services, LLC's 2024 Form 5500 as plan administrator.

Kathryn Jackson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Customized Residential Services, LLC's EIN is 36-4495626.

EIN 36-4495626

Plan number 001

Plan year 2024

ACK ID 20250930124536NAL0012259121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Customized Residential Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Customized Residential Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUSTOMIZED RESIDENTIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score