Original filing (PDF)20251010083102NAL0007376481001

C. A. SHEA & COMPANY, INC.

Name: C. A. SHEA & COMPANY, INC. — C. A. SHEA & COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: C. A. SHEA & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

C. A. SHEA & COMPANY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. A. SHEA & COMPANY, INC..

Plan sponsor

Name

C. A. SHEA & COMPANY, INC.

EIN

13-5518356

Address

6 MILL RIDGE LANE · CHESTER, NJ · 07930

Phone

(908) 879-0990

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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