How big is Shade Works of Texas, LLC's plan?

Shade Works of Texas, LLC's plan reported $914K in assets and 7 participants for 2024.

Original filing (PDF)20250819140244NAL0001186179001

Shade Works of Texas, LLC

Name: Shade Works of Texas, LLC — Form 5500 (2024)
Creator: Shade Works of Texas, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Shade Works of Texas, LLC held $914K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$914K

Net assets (EOY)

$914K

People on this filing

Patricia Gruzins signed Shade Works of Texas, LLC's 2024 Form 5500 as plan administrator.

Patricia Gruzins — 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

Shade Works of Texas, LLC's EIN is 47-3035295.

EIN 47-3035295

Plan number 002

Plan year 2024

ACK ID 20250819140244NAL0001186179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shade Works of Texas, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shade Works of Texas, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

SHADE WORKS OF TEXAS, LLC

EIN

all filings

Address

4351 CROSS TIMBERS ROAD · SUITE 400 #33 · FLOWER MOUND, TX · 75022

Phone

(972) 638-0812

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-19

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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