Original filing (PDF)20250925144543NAL0009305920001

B.H. TRACY & SONS, INC.

Name: B.H. TRACY & SONS, INC. — B.H. TRACY & SONS, INC. PENSION PLAN, Form 5500 (2024)
Creator: B.H. TRACY & SONS, INC.

Form 5500-SF

FILING_RECEIVED

B.H. TRACY & SONS, INC. PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 B.H. TRACY & SONS, INC..

Plan sponsor

Name

B.H. TRACY & SONS, INC.

EIN

15-0471310

Address

550 E. GENESEE ST. · FAYETTEVILLE, NY · 13066

Phone

(315) 637-3174

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-09-25

Pension benefit codes

2C · Money purchase (other than target benefit)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

PIUS KITCHEN AND BATH

PIUS KITCHEN AND BATH, INC. 401(K) RETIREMENT PLAN

$1.3M · 60 participants

B.H. TRACY & SONS, INC.

B.H. TRACY & SONS, INC. PROFIT SHARING PLAN

$1.3M · 7 participants

ARCHITECTURAL COMPONENT SERVICES

ARCHITECTURAL COMPONENT SERVICES 401(K) PLAN

$1.3M · 11 participants

WM KRUEGER COMPANY INC

WM KRUEGER COMPANY INC 401K PLAN

$1.2M · 26 participants

HAMEL LUMBER & SUPPLY, INC. DBA HAMEL BUILDING CENTER

HAMEL LUMBER & SUPPLY, INC. DBA HAMEL BUILDING CENTER 401(K) PROFIT SHARING PLAN AND TRUST