How big is Servexo's plan?

Servexo's plan reported $112K in assets and 60 participants for 2024.

Original filing (PDF)20250630135910NAL0017374832001

Servexo

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

Form 5500-SF

FILING_RECEIVED

Servexo 401(k) Plan

401(k) retirement plan · Servexo's Servexo 401(k) Plan held $112K in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

People on this filing

Isela Palmer signed Servexo's 2024 Form 5500 as plan administrator.

Isela Palmer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Servexo's EIN is 47-1114839.

EIN 47-1114839

Plan number 001

Plan year 2024

ACK ID 20250630135910NAL0017374832001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Servexo's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SERVEXO

EIN

all filings

Address

28649 S WESTERN AVE SUITE 9017 · SAN PEDRO, CA · 90734

Phone

(323) 527-9994

Industry

Admin Support & Waste Mgmt

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

2025-06-30

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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