Original filing (PDF)20240730150340NAL0045853186001

SIMPLIFIED LIVING LLC CONSTRUCTION

Name: SIMPLIFIED LIVING LLC CONSTRUCTION — THE CONTRACTORS RETIREMENT PLAN, Form 5500 (2023)
Creator: SIMPLIFIED LIVING LLC CONSTRUCTION

Form 5500-SF

FILING_RECEIVED

THE CONTRACTORS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMPLIFIED LIVING LLC CONSTRUCTION.

Plan sponsor

Name

SIMPLIFIED LIVING LLC CONSTRUCTION

DBA

HEARTLAND CONSTRUCTION

EIN

38-3938964

Address

1 LEXINGTON-ONTARIO RD. · LEXINGTON, OH · 44904

Phone

(800) 565-7125

Industry

Constructionsee 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

2024-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

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

Service providers (Schedule C)

Small plans don't disclose service providers

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