· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FRIENDLY HOME SERVICES INC — FRIENDLY HOME SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240626144454NAL0012685152001
FRIENDLY HOME SERVICES INC
Form 5500-SF
FILING_RECEIVED
FRIENDLY HOME SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
15
Plan assets (EOY)
$131K
Net assets (EOY)
$131K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FRIENDLY HOME SERVICES INC
.
Find decision makers
Plan sponsor
Name
FRIENDLY HOME SERVICES INC
EIN
46-2570211
Address
11792 272ND AVE NW · ZIMMERMAN, MN · 55398
Phone
(763) 248-9165
Industry
Plumbing, Heating, AC Contractors
· Construction
see 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
2024-06-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
HURLIMAN HVAC
HURLIMAN HVAC 401(K) PLAN
$131K · 45 participants
RIVERVIEW MECHANICAL, LLC
RIVERVIEW MECHANICAL 401(K) PLAN
$131K · 15 participants
EMPORIA HOME SERVICES LLC
EMPORIA HOME SERVICES 401(K) PLAN
$131K · 8 participants
FIREFLY FIRE, LLC
FIREFLY FIRE, LLC 401(K) PLAN
$130K · 20 participants
COOLER SOLUTIONS
COOLER SOLUTIONS 401K
$130K · 11 participants
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PATRIOT HEATING AND COOLING LLC
PATRIOT HEATING AND COOLING LLC 401K
$131K · 6 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
