Original filing (PDF)20251008093944NAL0013046738001

LOOMIS MASONRY, INC.

Name: LOOMIS MASONRY, INC. — LOOMIS MASONRY, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: LOOMIS MASONRY, INC.

Form 5500-SF

FILING_RECEIVED

LOOMIS MASONRY, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$644K

Net assets (EOY)

$644K

Plan health score

/ 100

Grade A

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOOMIS MASONRY, INC..

Plan sponsor

Name

LOOMIS MASONRY, INC.

EIN

20-2698073

Address

15735 COUNTY ROUTE 91 · PIERREPONT MANOR, NY · 13675

Phone

(315) 465-4404

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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