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Original filing (PDF)20240315121247NAL0000284339001
STOREHOUSE MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
Form 5500
FILING_RECEIVED
STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY HAGGARD ELECTRICAL CONTRACTORS
401(k) retirement plan
Signals · 1
Late filing · 4.0 mo
Active participants
114
Accounts w/ balance
58
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
87
/ 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
84
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Filed 4.0 months past the 10.5-month grace window.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOREHOUSE MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS.
Plan sponsor
Name
STOREHOUSE MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
EIN
46-3765488
Address
C/O PENTEGRA SERVICES, INC. · 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY · 10604
Phone
(866) 633-4015
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(800) 872-3473
Plan characteristics
Plan number
022
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-03-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WILLIAMS & NULLE, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES | 13-3745616 | WHITE PLAINS, NY | RECORDKEEPER | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.