Original filing (PDF)20250927150622NAL0023814386001

LUDY HOME IMPROVEMENT GROUP, LLC DBA HOUSTON WINDOW EXPERTS

Name: LUDY HOME IMPROVEMENT GROUP, LLC DBA HOUSTON WINDOW EXPERTS — HOUSTON WINDOW EXPERTS 401(K) PLAN, Form 5500 (2024)
Creator: LUDY HOME IMPROVEMENT GROUP, LLC DBA HOUSTON WINDOW EXPERTS

Form 5500-SF

FILING_RECEIVED

HOUSTON WINDOW EXPERTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUDY HOME IMPROVEMENT GROUP, LLC DBA HOUSTON WINDOW EXPERTS.

Plan sponsor

Name

LUDY HOME IMPROVEMENT GROUP, LLC DBA HOUSTON WINDOW EXPERTS

EIN

46-1163789

Address

467 W. 38TH ST. · HOUSTON, TX · 77018

Phone

(832) 900-7024

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

2025-09-27

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

HINE SITEWORK, INC.

HINE SITEWORK, INC. 401(K) PLAN

$2.2M · 98 participants

NORTHERN INSPECTION SERVICES, LLC

NORTHERN INSPECTION SERVICES, LLC 401(K) PLAN AND TRUST

$2.2M · 13 participants

TENANT BUILDING GROUP, LLC

TENANT BUILDING GROUP 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 33 participants

TEMP-MASTERS, INC.

TEMP-MASTERS, INC. RETIREMENT PLAN

$2.2M · 45 participants

FITZ & SMITH, INC.

FITZ & SMITH, INC PROFIT SHARING TRUST