Original filing (PDF)20240821121404NAL0002375459001

GRANDE AIRE SERVICES INC

Name: GRANDE AIRE SERVICES INC — GRANDE AIRE SERVICES INC 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2023)
Creator: GRANDE AIRE SERVICES INC

Form 5500

FILING_RECEIVED

GRANDE AIRE SERVICES INC 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Signals · 1

~105 bps in Sched C fees

Active participants

169

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANDE AIRE SERVICES INC.

Plan sponsor

Name

GRANDE AIRE SERVICES INC

EIN

65-0338612

Address

330 EAST RAILROAD AVE · PO BOX 743 · BOCA GRANDE, FL · 339210743

Phone

(941) 964-1142

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

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

2024-08-21

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER INVESTMENT	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER SMITH	13-5674085	PENNINGTON, NJ	INVESTMENT ADVISOR	$24K	—

TPA / Administrator

Name	EIN

Investments

1 pooled fund· $5.5M(92% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	$5.5M	91.9%

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