Original filing (PDF)20251024074655NAL0003254496001

TRUAX AND HOVEY, LTD.

Name: TRUAX AND HOVEY, LTD. — TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TRUAX AND HOVEY, LTD.

Form 5500-SF

FILING_RECEIVED

TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 TRUAX AND HOVEY, LTD..

Plan sponsor

Name

TRUAX AND HOVEY, LTD.

EIN

16-0919563

Address

P.O. BOX 2700 · 4483 BUCKLEY RD WEST · LIVERPOOL, NY · 130892700

Phone

(315) 652-9033

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-10-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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