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SOUTHERN REFRIGERATION CORPORATION — SOUTHERN REFRIGERATION CORP 401(K) PS PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20251013114616NAL0002639698001
SOUTHERN REFRIGERATION CORPORATION
Form 5500-SF
FILING_RECEIVED
SOUTHERN REFRIGERATION CORP 401(K) PS PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.9 mo
Active participants
118
Accounts w/ balance
51
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
86
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHERN REFRIGERATION CORPORATION
.
Find decision makers
Plan sponsor
Name
SOUTHERN REFRIGERATION CORPORATION
EIN
54-0470010
Address
3140 SHENANDOAH AVE NW · BOX 12646 · ROANOKE, VA · 240174938
Phone
(540) 342-3493
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
Related plans
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GDHWD AND EBERLE, INC
GDHWD AND EBERLE, INC PROFIT SHARING TRUST
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Filed 0.9 months past the 10.5-month grace window.
Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.5M · 8 participants
STEALTH COMPONENTS
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NG DB MT FIXED INCOME FUND
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