Service Experts 401(k) plan

Service Experts LLC, Richardson, TX. EIN 62-1639453. Annual reports 2009–2024. Also filed as Service Experts Inc.

Service Experts LLC has one active retirement plan on file, the Service Experts LLC 401(k) Plan, with 6,533 participants and $152 million in assets in 2024. Fidelity has been its recordkeeper since 2013. No traditional pension plan appears in Service Experts's filings since 2009.

Active plans: 1
Participants: 6,533
Plan assets: $152 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Construction

The plan

Service Experts LLC 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 62-1639453
Participants (2024): 6,533
Net assets (2024): $152 million
Recordkeeper: Fidelity2013–2024
Plan administrator: Service Experts LLC
3400 N. Central Expressway, Suite 410
Richardson, TX 75080
(972) 535-3778As filed for 2024
In effect since: June 1, 2013

Earlier plan names: H. S. Stevenson & Sons LLC.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,533	$152 million	Fidelity
2023	4,978	$120 million	Fidelity
2022	4,968	$97.1 million	Fidelity
2021	4,344	$114 million	Fidelity
2020	3,747	$94.9 million	Fidelity
2019	3,666	$79.0 million	Fidelity
2018	3,268	$62.2 million	Fidelity
2017	2,591	$63.3 million	Fidelity
2016	2,303	$52.4 million	Fidelity
2015	2,286	$49.1 million	Fidelity
2014	2,011	$44.0 million	Fidelity
2013	2,324	$39.7 million	Fidelity
2009	0	$0	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Service Experts LLC 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((972) 535-3778). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Service Experts LLC 401(k) Plan

If you had money in one of these plans

What these numbers are

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