· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
M & J BUS, INC. — M & J BUS, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250312145038NAL0038482434001
M & J BUS, INC.
Form 5500-SF
FILING_RECEIVED
M & J BUS, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
508
Accounts w/ balance
90
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
M & J BUS, INC.
.
Find decision makers
Plan sponsor
Name
M & J BUS, INC.
EIN
06-0865460
Address
130 INGHAM HILL RD · P.O. BOX 801 · OLD SAYBROOK, CT · 06475
Phone
(860) 388-0263
Industry
Transportation & Warehousing
see 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
2025-03-12
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 Transportation & Warehousing plans
TRANSIT MANAGEMENT OF ST. JOSEPH
TRANSIT MANAGEMENT OF ST JOSEPH BARGAINING EMPLOYEES PENSION PLAN
$2.9M
BERKSHIRE TRANSIT MANAGEMENT, INC.
BERKSHIRE TRANSIT MANAGEMENT, INC. UNION 401(K) PLAN
$3.1M · 59 participants
MERRIMACK VALLEY AREA TRANSPORTATION COMPANY
MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K)
$3.3M · 147 participants
TRANSPORT WORKERS UNION LOCAL 10
TRANSPORT WORKERS UNION LOCAL 100 401K PLAN
$2.6M · 964 participants
BATES BROTHERS MOVING & TRUCKI
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 18% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BATES BROTHERS MOVING & TRUCKI 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 20 participants
R. W. SMITH & COMPANY, INC.
R. W. SMITH & COMPANY, INC. 401(K) PLAN
$3.6M · 12 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
