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Original filing (PDF)20251013095259NAL0001063841001
CUSTOM SERVICES LLC
Form 5500
FILING_RECEIVED
CUSTOM SERVICES LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
114
Accounts w/ balance
76
Plan assets (EOY)
$319K
Net assets (EOY)
$319K
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
80
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Vanguard Group Total Stock Mkt Idx Adm" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUSTOM SERVICES LLC.
Plan sponsor
Name
CUSTOM SERVICES LLC
EIN
81-5378344
Address
3922 S. LONE PINE AVE · MERIDIAN, ID · 83642
Phone
(801) 510-2990
Industry
Transportation & Warehousingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARVER FLOREK & JAMES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
10 direct securities· $318K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Mkt Idx Adm | — | — | — | $128K | 40.3% | |
| Vanguard Group Total Intl Stock Index Admiral | — | — | — | $77K | 24.1% | |
| Vanguard Group Total Bond Market Index Adm | — | — | — | $34K | 10.5% | |
| Cash - | — | — | — | $33K | 10.5% | |
| Vanguard Group Real Estate Index Admiral | — | — | — | $22K | 6.8% | |
| Vanguard Group Total Intl Bd Idx Admiral | — | — | — | $15K | 4.6% | |
| Vanguard Group Shrt-term Infl-Prot Sec Idx Adm | — | — | — | $5K | 1.6% | |
| Vanguard Group Developed Markets Index Admiral ** 477 Vanguard Group Emerging Mkts Stock Idx Adm ** 128 Vanguard Group Growth Index Admiral | — | — | — | $2K | 0.5% | |
| Vanguard Group 500 Index Admiral | — | — | — | $1K | 0.5% | |
| Participant Loans Participant loans (interest rate of 9.50%, maturing 2028) - | — | — | — | $1K | 0.4% |
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