Original filing (PDF)20240730154447NAL0034769360001

SANTA FE SERVICE & SALES, INC.

Name: SANTA FE SERVICE & SALES, INC. — SANTA FE SERVICE & SALES, INC. SAVINGS PLAN, Form 5500 (2023)
Creator: SANTA FE SERVICE & SALES, INC.

Form 5500-SF

FILING_RECEIVED

SANTA FE SERVICE & SALES, INC. SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$928K

Net assets (EOY)

$928K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SANTA FE SERVICE & SALES, INC.

EIN

43-1217065

Address

1117 NW VALLEY RIDGE DRIVE STE A · GRAIN VALLEY, MO · 64029

Phone

(816) 737-1920

Industry

Wholesale Tradesee 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

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)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

DIXIE GRINDERS, INC.

DIXIE GRINDERS, INC. 401(K) PROFIT SHARING PLAN

$927K · 40 participants

AUTOMATION CONTROLS, INC.

AUTOMATION CONTROLS, INC. 401(K) PLAN

$930K · 5 participants

APPLIED SEALS NORTH AMERICA, INC.

APPLIED SEALS NORTH AMERICA 401(K) PLAN

$926K · 12 participants

BURST USA, INC

BURST 401(K) PLAN

$925K · 27 participants

RAY AMERICA INC

RAY AMERICA INC 401K AND PROFIT SHARING PLAN AND TRUST

$933K · 37 participants