Original filing (PDF)20250521124913NAL0002338243001

M7 SERVICES, LLC

Name: M7 SERVICES, LLC — M7 SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: M7 SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

M7 SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

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 (14th percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M7 SERVICES, LLC.

Plan sponsor

Name

M7 SERVICES, LLC

EIN

47-1955221

Address

1310 RANKIN RD - STE 300 · HOUSTON, TX · 77073

Phone

(888) 366-5001

Industry

Professional & Technical Servicessee all

Plan administrator

Name

BURLEIGH FIDUCIARY SERVICES, LLC

EIN

93-3483310

City

MEMPHIS, TN

Phone

(901) 767-2774

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

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

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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