Original filing (PDF)20251219111645NAL0014299730001

Mulberry's Independent Home Services, Inc.

Name: Mulberry's Independent Home Services, Inc. — Form 5500 Plan 002 (2024)
Creator: Mulberry's Independent Home Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan

Defined-contribution retirement plan · Mulberry's Independent Home Services, Inc.'s Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan held $53.2M in plan assets for 1,798 participants in 2024.

Signals · 5

Late filing · 1.1 moPossibly inadequate fidelity bond100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

1,798

Accounts w/ balance

2,075

Plan assets (EOY)

$53.2M

Net assets (EOY)

$34.8M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 1.1 months past the 10.5-month grace window.
Fidelity bond appears below the 10%-of-assets requirement.
100% of assets in employer securities (concentration risk).
Bottom-decile employer contributions per participant (8th percentile).

Helping the score

Below-peer total plan cost (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MULBERRY'S INDEPENDENT HOME SERVICES, INC..

Plan sponsor

Name

MULBERRY'S INDEPENDENT HOME SERVICES, INC.

EIN

83-4055917all filings

Address

1097 GREENBAG ROAD · MORGANTOWN, WV · 26508

Phone

(304) 291-9066

Industry

Other Services (ex. Public Admin)

Plan administrator