Original filing (PDF)20241113095502NAL0009915763001

EST, Inc.

Name: EST, Inc. — EST, Inc. 401(k) Plan, Form 5500 (2023)
Creator: EST, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EST, Inc. 401(k) Plan

401(k) retirement plan · EST, Inc.'s EST, Inc. 401(k) Plan filed a Form 5500 for plan year 2023, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Mike Vahabzadegan signed EST, Inc.'s 2023 Form 5500 as plan administrator.

Mike Vahabzadegan — 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

EST, Inc.'s EIN is 73-1590835.

EIN 73-1590835

Plan number 001

Plan year 2023

ACK ID 20241113095502NAL0009915763001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for EST, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

EST, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EST, INC..

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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

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

EST, INC.

EIN

all filings

Address

615 NORTH HUDSON AVE · 3RD FLOOR · OKLAHOMA CITY, OK · 73102

Phone

(405) 815-3600

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-31

Filed

2024-11-13

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2R · Participant-directed brokerage (SDBA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
JP MORGAN SECURITIES LLC	13-4110995	—	ADVISOR	$12K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.