Original filing (PDF)20250529110320NAL0020419106001

J.J PHELAN & SON CO., INC

Name: J.J PHELAN & SON CO., INC — J.J PHELAN & SON CO., INC 401(K) PLAN, Form 5500 (2024)
Creator: J.J PHELAN & SON CO., INC

Form 5500-SF

FILING_RECEIVED

J.J PHELAN & SON CO., INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.J PHELAN & SON CO., INC.

Plan sponsor

Name

J.J PHELAN & SON CO., INC

EIN

04-2908182

Address

120 LUMBER LANE · TEWKSBURY, MA · 01876

Phone

(978) 851-5850

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

ENVIROPROBE INTEGRATED SOLUTIONS, INC

ENVIROPROBE INTEGRATED SOLUTIONS, INC. 401(K) PLAN

$1.2M · 29 participants

TINKER GLASS CONTRACTORS, INC.

TINKER GLASS CONTRACTORS, INC 401(K) PS PLAN

$1.2M · 11 participants

R-OPTIONS, INC.

R-OPTIONS, INC. 401(K) PLAN

$1.2M · 24 participants

MAUL ENTERPRISES, INC.

MAUL ENTERPRISES, INC. 401(K) PLAN

$1.2M · 18 participants

BACKYARD REFLECTIONS INC.

BACKYARD REFLECTIONS 401(K) PLAN

$1.2M · 38 participants