Original filing (PDF)20230719100933NAL0004066242001

HELLER-BIRD V, LTD.

Name: HELLER-BIRD V, LTD. — ACURA OF THE RIO GRANDE VALLEY 401(K) PLAN, Form 5500 (2022)
Creator: HELLER-BIRD V, LTD.

Form 5500-SF

FILING_RECEIVED

ACURA OF THE RIO GRANDE VALLEY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELLER-BIRD V, LTD..

Plan sponsor

Name

HELLER-BIRD V, LTD.

EIN

36-4764172

Address

1201 EAST EXPRESSWAY 83 · SAN JUAN, TX · 78589

Phone

(956) 475-3810

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-19

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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