Original filing (PDF)20250910151735NAL0035719264001

FRANK LILL & SON, INC.

Name: FRANK LILL & SON, INC. — FRANK LILL AND SON, INC. PROFIT SHARING AND SAVINGS PLAN, Form 5500 (2024)
Creator: FRANK LILL & SON, INC.

Form 5500-SF

FILING_RECEIVED

FRANK LILL AND SON, INC. PROFIT SHARING AND SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 FRANK LILL & SON, INC..

Plan sponsor

Name

FRANK LILL & SON, INC.

EIN

16-0834603

Address

785 OLD DUTCH ROAD · VICTOR, NY · 14564

Phone

(585) 265-0490

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

008

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-10

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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