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Original filing (PDF)20250820141348NAL0005750448001
SERVICE DIRECT LANDSCAPE LLC
Form 5500
FILING_RECEIVED
SERVICE DIRECT LANDSCAPE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~309 bps in Sched C fees
Active participants
139
Accounts w/ balance
139
Plan assets (EOY)
$485K
Net assets (EOY)
$485K
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 309 bps in Schedule C fees — 95% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVICE DIRECT LANDSCAPE LLC.
Plan sponsor
Name
SERVICE DIRECT LANDSCAPE LLC
EIN
80-0844444
Address
4130 EAST VAN BUREN STREET, · SUITE 350 · PHOENIX, AZ · 85008
Phone
(602) 843-1310
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $15K | — |
Investments
19 direct securities· $481K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 2 Matrix Trust Company DFA Select Hedge Global ** 171 3 Matrix Trust Company Fidelity 500 Index Fund | — | — | — | $86K | 17.7% | |
| 17 Matrix Trust Company Vanguard Target Retirement 2040 | — | — | — | $72K | 14.8% | |
| 18 Matrix Trust Company Vanguard Target Retirement 2045 | — | — | — | $67K | 13.8% | |
| 15 Matrix Trust Company Vanguard Target Retirement 2030 | — | — | — | $38K | 7.7% | |
| 16 Matrix Trust Company Vanguard Target Retirement 2035 | — | — | — | $37K | 7.5% | |
| 20 Matrix Trust Company Vanguard Target Retirement 2055 | — | — | — | $35K | 7.2% | |
| 22 Matrix Trust Company Vanguard Target Retirement 2065 | — | — | — | $28K | 5.7% | |
| 13 Matrix Trust Company Vanguard Target Retirement 2020 ** 408 14 Matrix Trust Company Vanguard Target Retirement 2025 | — | — | — | $24K | 5.0% | |
| 19 Matrix Trust Company Vanguard Target Retirement 2050 | — | — | — | $20K | 4.1% | |
| 6 Matrix Trust Company Fidelity LargeCap Growth Index | — | — | — | $17K | 3.5% | |
| 21 Matrix Trust Company Vanguard Target Retirement 2060 | — | — | — | $16K | 3.3% | |
| 12 Matrix Trust Company Vanguard Target Retirement | — | — | — | $14K | 3.0% | |
| 8 Matrix Trust Company Fidelity MidCap Index | — | — | — | $8K | 1.6% | |
| 9 Matrix Trust Company Fidelity Real Estate Index | — | — | — | $6K | 1.3% | |
| 23 Matrix Trust Company Vanguard Target Retirement 2070 | — | — | — | $4K | 0.9% | |
| 5 Matrix Trust Company Fidelity International Index | — | — | — | $4K | 0.8% | |
| 7 Matrix Trust Company Fidelity LargeCap Value Index | — | — | — | $2K | 0.4% | |
| 4 Matrix Trust Company Fidelity Emerging Markets Index | — | — | — | $2K | 0.4% | |
| 10 Matrix Trust Company Fidelity SmallCap Index ** 777 11 Matrix Trust Company Fidelity US Bond Index | — | — | — | $1K | 0.3% |
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