Original filing (PDF)20241006102446NAL0006952803001

Servedwell Dartmouth, LLC

Name: Servedwell Dartmouth, LLC — Servedwell Dartmouth, Form 5500 (2023)
Creator: Servedwell Dartmouth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Servedwell Dartmouth, LLC 401(k) Plan

401(k) retirement plan · Servedwell Dartmouth, LLC's Servedwell Dartmouth, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Heather Stewart signed Servedwell Dartmouth, LLC's 2023 Form 5500 as plan administrator.

Heather Stewart — 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

Servedwell Dartmouth, LLC's EIN is 82-4283475.

EIN 82-4283475

Plan number 001

Plan year 2023

ACK ID 20241006102446NAL0006952803001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Servedwell Dartmouth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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