· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SERVANTEX HOLDING COMPANY, INC. — SERVANTEX EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010133220NAL0004290627001
SERVANTEX HOLDING COMPANY, INC.
Form 5500
FILING_RECEIVED
SERVANTEX EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
1,494
Accounts w/ balance
1,583
Plan assets (EOY)
$1.3M
Net assets (EOY)
-$69.8M
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 (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SERVANTEX HOLDING COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
SERVANTEX HOLDING COMPANY, INC.
EIN
99-0647662
Address
2346 S. LYNDHURST DRIVE, SUITE A-20 · INDIANAPOLIS, IN · 46241
Phone
(888) 365-1440
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BGBC PARTNERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $1.3M
(99% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Servantex Holding Company, Inc. Common Stock shares
—
—
$90.2M
$1.3M
98.9%
Related plans
Similar-size Admin Support & Waste Mgmt plans
DEAN PATSAVAS & ASSOCIATES, INC.
DEAN SEARCH ASSOCIATES RETIREMENT PLAN
$1.3M · 3 participants
JORIE HEALTHCARE PARTNERS LLC
JORIE AI 401(K) PLAN
$1.3M · 134 participants
STRATEGIC FOOD PARTNERS, INC.
STRATEGIC FOOD PARTNERS, INC. CASH BALANCE PLAN
$1.3M · 4 participants
PROVISIONAL SERVICES, INC.
PROVISIONAL SERVICES 401(K) PLAN
$1.3M
AMTEC HUMAN CAPITAL, INC.
AMTEC HUMAN CAPITAL, INC. 401(K) PROFIT SHARING PLAN
100
Knocking points off
Top holding "Servantex Holding Company, Inc. Common Stock shares" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.3M · 59 participants
RELIANCE GLOBAL GROUP, INC.
EXTENSIS 401K HRO RETIREMENT SAVINGS PLAN
$1.3M · 1 participants
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
