· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SERVICIOS RICE-VELASQUEZ TAX & MULTISERVICE LLC — SERVICIOS RICE-VELASQUEZ TAX & MULTISERVICE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250210220317NAL0010160915016
SERVICIOS RICE-VELASQUEZ TAX & MULTISERVICE LLC
Form 5500-SF
FILING_RECEIVED
SERVICIOS RICE-VELASQUEZ TAX & MULTISERVICE 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SERVICIOS RICE-VELASQUEZ TAX & MULTISERVICE LLC
.
Find decision makers
Plan sponsor
Name
SERVICIOS RICE-VELASQUEZ TAX & MULTISERVICE LLC
EIN
83-3405181
Address
3585 COMMERCIAL DR · 730 · INDIANAPOLIS, IN · 46222
Phone
(317) 339-7947
Industry
Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE, INC.
EIN
47-4474775
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-08-13
Filed
2025-02-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
WELLSPRINGS FINANCIAL SERVICES
WELLSPRINGS FINANCIAL SERVICES 401(K) PLAN
$0
ARGENT WEALTH MANAGEMENT, INC.
ARGENT WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
$0
DORSEY ENTERPRISES, INC.
DORSEY ENTERPRISES 401(K) RETIREMENT PLAN
$0
PRESTI & NAEGELE
PRESTI & NAEGELE RETIREMENT
$0
COUNTINGIRL
COUNTINGIRL SOCA BENEFIT PLAN
$0
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PRO SPORT CPA PLLC
PRO SPORT CPA PLLC
$0
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
