Original filing (PDF)20241204204019NAL0008824274001

SLATE & KATE HOLDINGS, LP

Name: SLATE & KATE HOLDINGS, LP — SLATERS KWIK KAR 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: SLATE & KATE HOLDINGS, LP

Form 5500-SF

FILING_RECEIVED

SLATERS KWIK KAR 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SLATE & KATE HOLDINGS, LP.

Plan sponsor

Name

SLATE & KATE HOLDINGS, LP

EIN

76-0688663

Address

5530 HIGHWAY 6 NORTH · HOUSTON, TX · 77084

Phone

(281) 460-7408

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2024-12-04

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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