Original filing (PDF)20250923101551NAL0007171280001

SOUTHERN VALVE & FITTING U.S.A., INC.

Name: SOUTHERN VALVE & FITTING U.S.A., INC. — SOUTHERN VALVE & FITTING U.S.A., INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SOUTHERN VALVE & FITTING U.S.A., INC.

Form 5500-SF

FILING_RECEIVED

SOUTHERN VALVE & FITTING U.S.A., INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

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 (2nd 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 SOUTHERN VALVE & FITTING U.S.A., INC..

Plan sponsor

Name

SOUTHERN VALVE & FITTING U.S.A., INC.

EIN

65-0546944

Address

1851 LONGLEAF BLVD · LAKE WALES, FL · 33859

Phone

(508) 892-1000

Industry

Wholesale Tradesee all

Plan administrator