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Form 5500 · Retirement plan · STERLING HTS, MI

SERVE ELECTRIC LLC

The filing calls this plan SERVE ELECTRIC 401(K) RETIREMENT PLAN.

SERVE ELECTRIC LLC of STERLING HTS, MI's retirement plan holds 3 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-1897614 · plan 001 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
204
Contracts on file
3
Contract value
$38,941
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $38,941 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC216December$5,684$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC216December$33,257$0
STANDARD INSURANCE COMPANYAnnuity / GIC0September—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
SERVE ELECTRIC LLC
EIN 83-1897614
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$21,969
paid directly by the plan
INTEGRATED INVESTMENT CONSULTANTS,
INVESTMENT ADVISORY · EIN 47-4077557
$0
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV, PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 182 employees, 3 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
182
Hours worked
422,361
Recordable cases
3
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$5,221,770
Paid out in benefits
$374,225
Participants at the start of the year
204
Participants with account balances
194

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

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