How big is SOTX Facility Services, LLC's plan?

SOTX Facility Services, LLC's plan reported $16K in assets and 6 participants for 2023.

Original filing (PDF)20240709050847NAL0028319442001

SOTX Facility Services, LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · SOTX Facility Services, LLC held $16K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Michaela Trammell signed SOTX Facility Services, LLC's 2023 Form 5500 as plan administrator.

Michaela Trammell — 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

SOTX Facility Services, LLC's EIN is 83-0546479.

EIN 83-0546479

Plan number 001

Plan year 2023

ACK ID 20240709050847NAL0028319442001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

SOTX Facility Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SOTX FACILITY SERVICES, LLC

EIN

all filings

Address

3777 COUNTY ROAD 121 · NIXON, TX · 78140

Phone

(830) 857-5154

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-09

Pension benefit codes

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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