Back to filter
Original filing (PDF)20251010131953NAL0004646675001
POSTLER & JAECKLE CORP.
Form 5500
FILING_RECEIVED
POSTLER & JAECKLE CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
150
Plan assets (EOY)
$36.3M
Net assets (EOY)
$36.3M
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 (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POSTLER & JAECKLE CORP..
Plan sponsor
Name
POSTLER & JAECKLE CORP.
EIN
16-0874552
Address
615 SOUTH AVENUE · ROCHESTER, NY · 14620
Phone
(585) 546-7450
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EFPR GROUP CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIMKUS, MARCIANO & ASSOCIATES INC | — | ROCHESTER, NY | THIRD PARTY ADMINISTRATO | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
37 direct securities· $35.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Trgt Retire 2020 Fd Inv Mutual fund | — | — | — | $3.8M | 10.6% | |
| JPMorgan LgCp Grw Fnd R6 Mutual fund | — | — | — | $3.7M | 10.2% | |
| Vangrd LifeStrat Grw Fd Inv Mutual fund | — | — | — | $3.3M | 9.0% | |
| Voya Fixed Account (4633) Fixed income fund | — | — | — | $2.1M | 5.7% | |
| Vangrd Trgt Retire 2035 Fd Inv Mutual fund | — | — | — | $2.0M | 5.5% | |
| Vangrd LifeStrat Cns Gr Fd Inv Mutual fund | — | — | — | $1.7M | 4.6% | |
| Vangrd Trgt Retire 2045 Fd Inv Mutual fund | — | — | — | $1.6M | 4.5% | |
| Vangrd LifeStrat Md Gr Fd Inv Mutual fund | — | — | — | $1.6M | 4.3% | |
| Vangrd Trgt Retire 2030 Fd Inv Mutual fund | — | — | — | $1.5M | 4.2% | |
| Vangrd Trgt Retire 2040 Fd Inv Mutual fund | — | — | — | $1.5M | 4.1% | |
| AmBcn Stpns Md-Cap Grw R5 Mutual fund | — | — | — | $1.4M | 3.9% | |
| Vangrd Mid-Cap Index Fund Adm Mutual fund | — | — | — | $1.4M | 3.8% | |
| Vangrd Tot St Mkt Indx Fd Adm Mutual fund | — | — | — | $1.4M | 3.8% | |
| JPMorgan Equity Income Fund R6 Mutual fund | — | — | — | $1.2M | 3.2% | |
| Voya Intermediate Bond Fund R6 Mutual fund | — | — | — | $844K | 2.3% | |
| Vangrd Trgt Retire 2050 Fd Inv Mutual fund | — | — | — | $809K | 2.2% | |
| Vangrd Small-Cap Index Fnd Adm Mutual fund | — | — | — | $753K | 2.1% | |
| Vangrd Trgt Retire 2055 Fd Inv Mutual fund | — | — | — | $741K | 2.0% | |
| Vangrd Trgt Retire 2060 Fd Inv Mutual fund | — | — | — | $602K | 1.7% | |
| American Funds Am Balancd R6 Mutual fund | — | — | — | $593K | 1.6% | |
| Vangrd Trgt Retire 2025 Fd Inv Mutual fund | — | — | — | $575K | 1.6% | |
| MFS Intl Intrinsic Value Fnd R6 Mutual fund | — | — | — | $421K | 1.2% | |
| American Funds EuroPacific R6 Mutual fund | — | — | — | $385K | 1.1% | |
| AB Global Bond Fund Z Mutual fund | — | — | — | $384K | 1.1% | |
| American Funds Nw Prspctv R6 Mutual fund | — | — | — | $273K | 0.8% | |
| Participant Loans participants' accounts | — | — | — | $243K | 0.7% | |
| DFA US Targeted Vl Port Ins Mutual fund | — | — | — | $144K | 0.4% | |
| DFA Global Real Est Sec Pt Ins Mutual fund | — | — | — | $137K | 0.4% | |
| Vangrd Trgt Retire 2065 Fd Inv Mutual fund | — | — | — | $112K | 0.3% | |
| AmCen Mid Cap Value Fund R6 Mutual fund | — | — | — | $87K | 0.2% | |
| American Funds New World R6 Mutual fund | — | — | — | $70K | 0.2% | |
| DFA Infl-Prot Sec Port Ins Mutual fund | — | — | — | $46K | 0.1% | |
| Vangrd Trgt Retire Income Fnd Inv Mutual fund | — | — | — | $35K | <0.1% | |
| Vangrd LifeStrat Inc Fd Inv Mutual fund | — | — | — | $33K | <0.1% | |
| Vangrd Balanced Index Fnd Adm Mutual fund | — | — | — | $27K | <0.1% | |
| (1) * Voya Gv Mny Mkt F A (Hld Acct) Money market | — | — | — | $20K | <0.1% | |
| Vangrd Trgt Retire 2070 Fd Inv Mutual fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using MORNINGSTAR
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
Similar-size Plumbing, Heating, AC Contractors plans
PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND
UNITED ASSOCIATION LOCAL UNION NO. 322 HEALTH & WELFARE FUND
$36.2M · 591 participants
BOARD OF TRUSTEES WEST MI PLUMBERS LOCAL 174 HEALTH & BENEFITS
WEST MI PLUMBERS FITTERS & SERVICE TRADES LOCAL 174 HEALTH & BENEFITS PLAN
$36.0M · 799 participants
JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 MEDICARE RETIREE HEALTH &
UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN
$36.0M
JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 HEALTH & WELFARE PLAN
UA LOCAL 190 HEALTH & WELFARE PLAN
$36.0M · 1,283 participants
THE BOARD OF TRUSTEES OF THE PLUMBERS & PIPEFITTERS LOCAL 23 UA H & W
PLUMBERS & PIPEFITTERS LOCAL 23 U.A. HEALTH & WELFARE FUND
$35.8M · 503 participants
INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LU
INTERNATIONAL ASSOCIATION OF HEAT, FROST INSULATORS & ALLIED WORKERS LU 91 PENSION FUND
$36.9M · 66 participants
Large plans in New York
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
$17.9B · 43,052 participants