How big is Refresco, PLLC's plan?

Refresco, PLLC's plan reported $378K in assets and 4 participants for 2024.

Original filing (PDF)20250726013230NAL0006469681001

Refresco, PLLC

Name: Refresco, PLLC — Refresco, PLLC 401(k) Plan, Form 5500 (2024)
Creator: Refresco, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Refresco, PLLC 401(k) Plan

401(k) retirement plan · Refresco, PLLC's Refresco, PLLC 401(k) Plan held $378K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

Plan identifiers

Refresco, PLLC's EIN is 45-0567363.

EIN 45-0567363

Plan number 001

Plan year 2024

ACK ID 20250726013230NAL0006469681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Refresco, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Refresco, PLLC'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 REFRESCO, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

REFRESCO, PLLC

EIN

all filings

Address

6908 OUT OF BOUNDS DRIVE · CHARLOTTE, NC · 28210

Phone

(704) 293-8011

Industry

Engineering Services· Professional & Technical Services

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

2025-07-26

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

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