How big is Postler & Jaeckle Corp.'s plan?

Postler & Jaeckle Corp.'s plan reported $36.3M in assets and 122 participants for 2024.

Original filing (PDF)20251010131953NAL0004646675001

Postler & Jaeckle Corp.

Name: Postler & Jaeckle Corp. — Postler & Jaeckle Corp., Form 5500 (2024)
Creator: Postler & Jaeckle Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Postler & Jaeckle Corp. 401(k) Plan

401(k) retirement plan · Postler & Jaeckle Corp.'s Postler & Jaeckle Corp. 401(k) Plan held $36.3M in plan assets for 122 participants in 2024.

Signals · 2

High average account balanceNo recordkeeper disclosed

Active participants

122

Accounts w/ balance

150

Plan assets (EOY)

$36.3M

Net assets (EOY)

$36.3M

People on this filing

Elisabeth Howard signed Postler & Jaeckle Corp.'s 2024 Form 5500 as plan administrator.

Elisabeth Howard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Postler & Jaeckle Corp.'s EIN is 16-0874552.

EIN 16-0874552

Plan number 009

Plan year 2024

ACK ID 20251010131953NAL0004646675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Postler & Jaeckle Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Postler & Jaeckle Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POSTLER & JAECKLE CORP..

Finding similar companies…

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (91st percentile).
High average account balance (98th percentile).

Plan sponsor

Name

POSTLER & JAECKLE CORP.

EIN

all filings

Address

615 SOUTH AVENUE · ROCHESTER, NY · 14620

Phone

(585) 546-7450

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

009

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
RIMKUS, MARCIANO & ASSOCIATES INC	—	ROCHESTER, NY	THIRD PARTY ADMINISTRATO	$0	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR	36-3297908	—	SERVICE PROVIDER	$0	—

Investments

37 direct securities· $35.4M(98% of reported assets)

Other securities

$31.7M

25 holdings

Mutual Funds

$2.1M

8 holdings

Common Collective Trusts

$1.4M

1 holding

Participant loans

$243K

1 holding

Common Stocks

$33K

1 holding

Cash / Money Market

$20K

1 holding

					% of plan
Vangrd Trgt Retire 2020 Fd Inv Mutual fund	Other securities	—	—	$3.8M	10.6%
JPMorgan LgCp Grw Fnd R6 Mutual fund	Other securities	—	—	$3.7M	10.2%
Vangrd LifeStrat Grw Fd Inv Mutual fund	Other securities	—	—	$3.3M	9.0%
Voya Fixed Account (4633) Fixed income fund	Other securities	—	—	$2.1M	5.7%
Vangrd Trgt Retire 2035 Fd Inv Mutual fund	Other securities	—	—	$2.0M	5.5%
Vangrd LifeStrat Cns Gr Fd Inv Mutual fund	Other securities	—	—	$1.7M	4.6%
Vangrd Trgt Retire 2045 Fd Inv Mutual fund	Other securities	—	—	$1.6M	4.5%
Vangrd LifeStrat Md Gr Fd Inv Mutual fund	Other securities	—	—	$1.6M	4.3%
Vangrd Trgt Retire 2030 Fd Inv Mutual fund	Other securities	—	—	$1.5M	4.2%
Vangrd Trgt Retire 2040 Fd Inv Mutual fund	Other securities	—	—	$1.5M	4.1%
AmBcn Stpns Md-Cap Grw R5 Mutual fund	Other securities	—	—	$1.4M	3.9%
Vangrd Mid-Cap Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$1.4M	3.8%
Vangrd Tot St Mkt Indx Fd Adm Mutual fund	Other securities	—	—	$1.4M	3.8%
JPMorgan Equity Income Fund R6 Mutual fund	Other securities	—	—	$1.2M	3.2%
Voya Intermediate Bond Fund R6 Mutual fund	Other securities	—	—	$844K	2.3%
Vangrd Trgt Retire 2050 Fd Inv Mutual fund	Other securities	—	—	$809K	2.2%
Vangrd Small-Cap Index Fnd Adm Mutual fund	Other securities	—	—	$753K	2.1%
Vangrd Trgt Retire 2055 Fd Inv Mutual fund	Other securities	—	—	$741K	2.0%
Vangrd Trgt Retire 2060 Fd Inv Mutual fund	Other securities	—	—	$602K	1.7%
American Funds Am Balancd R6 Mutual fund	Mutual Funds	—	—	$593K	1.6%
Vangrd Trgt Retire 2025 Fd Inv Mutual fund	Other securities	—	—	$575K	1.6%
MFS Intl Intrinsic Value Fnd R6 Mutual fund	Mutual Funds	—	—	$421K	1.2%
American Funds EuroPacific R6 Mutual fund	Mutual Funds	—	—	$385K	1.1%
AB Global Bond Fund Z Mutual fund	Other securities	—	—	$384K	1.1%
American Funds Nw Prspctv R6 Mutual fund	Mutual Funds	—	—	$273K	0.8%
Participant Loans participants' accounts	Participant loans	—	—	$243K	0.7%
DFA US Targeted Vl Port Ins Mutual fund	Mutual Funds	—	—	$144K	0.4%
DFA Global Real Est Sec Pt Ins Mutual fund	Mutual Funds	—	—	$137K	0.4%
Vangrd Trgt Retire 2065 Fd Inv Mutual fund	Other securities	—	—	$112K	0.3%
AmCen Mid Cap Value Fund R6 Mutual fund	Other securities	—	—	$87K	0.2%
American Funds New World R6 Mutual fund	Mutual Funds	—	—	$70K	0.2%
DFA Infl-Prot Sec Port Ins Mutual fund	Mutual Funds	—	—	$46K	0.1%
Vangrd Trgt Retire Income Fnd Inv Mutual fund	Other securities	—	—	$35K	<0.1%
Vangrd LifeStrat Inc Fd Inv Mutual fund	Common Stocks	—	—	$33K	<0.1%
Vangrd Balanced Index Fnd Adm Mutual fund	Other securities	—	—	$27K	<0.1%
(1) * Voya Gv Mny Mkt F A (Hld Acct) Money market	Cash / Money Market	—	—	$20K	<0.1%
Vangrd Trgt Retire 2070 Fd Inv Mutual fund	Other securities	—	—	$1K	<0.1%