Original filing (PDF)20240814105413NAL0011670177001

SIVALLS, INC.

Name: SIVALLS, INC. — SIVALLS, INC. EMPLOYEES' PROFIT SHARING & 401(K) PLAN, Form 5500 (2022)
Creator: SIVALLS, INC.

Form 5500

FILING_RECEIVED

SIVALLS, INC. EMPLOYEES' PROFIT SHARING & 401(K) PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

133

Accounts w/ balance

200

Plan assets (EOY)

$32.1M

Net assets (EOY)

$32.1M

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

/ 100

Grade A

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIVALLS, INC..

Plan sponsor

Name

SIVALLS, INC.

EIN

75-0731072

Address

PO BOX 2792 · ODESSA, TX · 797602792

Phone

(432) 337-3571

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-11-01

Tax period

2023-10-31

Filed

2024-08-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$48K	—

Investments

1 pooled fund· $6.4M(20% of reported assets)

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.