· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
R. BATES & SONS, INC. — R. BATES & SONS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251212134839NAL0008989410001
R. BATES & SONS, INC.
Form 5500-SF
FILING_RECEIVED
R. BATES & SONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
11
Plan assets (EOY)
$982K
Net assets (EOY)
$982K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
R. BATES & SONS, INC.
.
Find decision makers
Plan sponsor
Name
R. BATES & SONS, INC.
EIN
04-2282645
Address
140 PRATTS JUNCTION ROAD, SUITE 101 · STERLING, MA · 01564
Phone
(978) 563-1390
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-12
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
BLADE CONTRACTING, LLC
BLADE CONTRACTING, LLC 401(K) PLAN
$982K · 13 participants
ALLSTATES PAVEMENT R&S
ALLSTATES PAVEMENT RECYCLING & STABILIZATION 401(K) PLAN
$979K · 84 participants
N.H. STONE, INC.
N.H. STONE, INC. PENSION PLAN & TRUST
$985K · 54 participants
WM. ORR AND SONS, INC.
WM. ORR AND SONS, INC. RETIREMENT PLAN
$986K · 6 participants
OBAN CONSTRUCTION, LLC
OBAN CONSTRUCTION, LLC 401(K) PLAN
$988K · 8 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PAUL J. RACH INC.
PAUL J. RACH INC. 401(K) PLAN
$990K · 48 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
