· 2022–2024 · DOL EFAST2

Serveway Heating and Air Conditi — Serveway Heating, Form 5500 (2023)

Original filing (PDF)20240808160252NAL0005134945001

Serveway Heating and Air Conditi

Form 5500-SF

FILING_RECEIVED

Serveway Heating and Air Conditioning, LLC 401(k) Plan

401(k) retirement plan · Serveway Heating and Air Conditi's Serveway Heating and Air Conditioning, LLC 401(k) Plan held $105K in plan assets for 4 participants in 2023.

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

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

70

Vendor & structure

100

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 SERVEWAY HEATING AND AIR CONDITI.

Plan sponsor

Name

SERVEWAY HEATING AND AIR CONDITI

EIN

47-3177650all filings

Address

10120 CAYUGA · SUITE 107 · DALLAS, TX · 75228

Phone

(469) 231-9379

Industry

Manufacturing

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

2024-08-08

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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