· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JTB INCORPORATED — JTB INCORPORATED 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002143301NAL0001471314001
JTB INCORPORATED
Form 5500-SF
FILING_RECEIVED
JTB INCORPORATED 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
6
Plan assets (EOY)
$142K
Net assets (EOY)
$142K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JTB INCORPORATED
.
Find decision makers
Plan sponsor
Name
JTB INCORPORATED
EIN
20-5672471
Address
P.O. BOX 143 · CONSHOHOCKEN, PA · 19428
Phone
(215) 416-4781
Industry
Construction
see 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
Related plans
Similar-size Construction plans
INSTEEL LLC
INSTEEL LLC - 401(K)
$142K · 16 participants
HEARTWOOD ENTERPRISES INC
HEARTWOOD ENTERPRISES INC
$143K · 8 participants
PROFESSIONAL LIFT SOLUTIONS LLC
PROFESSIONAL LIFT SOLUTIONS LLC 401(K) PLAN
$143K · 38 participants
POHL CUSTOM CABINETRY INC.
POHL CUSTOM CABINETRY INC. CASH BALANCE PLAN
$143K · 12 participants
UNITED LIGHTING SALES INC
UNITED LIGHTING SALES INC 401(K) PROFIT SHARING PLAN & TRUST
$142K · 3 participants
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
SCHMITT BROS EXCAVATING & SITE
SCHMITT BROS EXCAVATING & SITE DEVELOPMENT LLC
$142K · 21 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B