Back to filter
Original filing (PDF)20250115053547NAL0021207153001
NEXT LEVEL DOOR & MILLWORK, INC.
Form 5500-SF
FILING_RECEIVED
NEXT LEVEL DOOR 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
212
Accounts w/ balance
75
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXT LEVEL DOOR & MILLWORK, INC..
Plan sponsor
Name
NEXT LEVEL DOOR & MILLWORK, INC.
EIN
45-4294919
Address
82-585 SHOWCASE PKWY · # B102 · INDIO, CA · 92203
Phone
(760) 262-6322
Industry
Constructionsee all
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
2025-01-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
DAVE SCHMITT CONSTRUCTION COMPANY, INC.
DAVE SCHMITT CONSTRUCTION COMPANY, INC. PROFIT SHARING PLAN
$6.2M · 26 participants
LEWIS M. MERLO, INC.
LEWIS M. MERLO, INC. 401(K) PROFIT SHARING PLAN
$6.2M · 4 participants
HANK'S EXCAVATING AND LANDSCAPING, INC.
HANKS EXCAVATING AND LANDSCAPING, INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST
$6.2M · 25 participants
WALTS PETROLEUM SERVICE, INC.
WALT'S PETROLEUM SERVICE, INC. 401(K) PROFIT SHARING PLAN
$6.2M · 50 participants
THE NORTHWAY CORPORATION
THE NORTHWAY CORPORATION 401(K) PROFIT SHARING PLAN
$6.2M · 24 participants
KIM CONSTRUCTION CO INC
KIM CONSTRUCTION CO INC PROFIT SHARING PLAN
$6.2M · 9 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
