Service Experts Llc 401(k) Plan: Login, Facts & Contact Information

Service Experts Llc 401(k) Plan Facts

Plan name
SERVICE EXPERTS LLC 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
SERVICE EXPERTS LLC
Participants
4,978 (3,811 active employees)
Former employees with a balance
2,707
Plan assets
$151,787,733 at Dec 31, 2024
Average account balance
$24,341 across 6,236 accounts
Employer contributions
$5,282,301 in plan year 2024 (16% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 1, 2013
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $33.8 million went into the plan in contributions, $5.28 million of it from the employer (16%).
  • $21.5 million was paid out to participants.
  • Investment and other income added $19.3 million.
  • Administrative expenses were $306,402, about $49 per account.

How the Service Experts Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,268$79.0 million$2.00 million$9.21 million
20203,666$94.9 million$2.10 million$10.2 million
20213,747$113.7 million$2.40 million$14.2 million
20224,344$97.1 million$2.77 million$16.1 million
20234,968$120.4 million$3.30 million$17.1 million
20244,978$151.8 million$5.28 million$21.5 million

Service Experts Llc 401(k) Contact Information

Phone
972-535-3778
Mailing address
3400 N. CENTRAL EXPRESSWAY SUITE 410, RICHARDSON TX 75080
Plan sponsor
SERVICE EXPERTS LLC
Employer identification number (EIN)
62-1639453
Plan number
002

Questions about the Service Experts Llc 401(k)

Does Service Experts Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.28 million, 16% of all contributions.

Does the Service Experts Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Service Experts Llc 401(k) plan?

4,978 participants at the start of plan year 2024, 3,811 of them active employees, and 2,707 former employees who still had money in the plan.

What is the average 401(k) balance at Service Experts Llc?

About $24,341 per account: $151.8 million in plan assets across 6,236 accounts with a balance at the end of plan year 2024.

Who manages the Service Experts Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Service Experts Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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