Original filing (PDF)20260101105527NAL0000294275001

BROEDELL MASONRY

Name: BROEDELL MASONRY — BROEDELL MASONRY 401(K) SAFE HARBOR PLAN, Form 5500 (2024)
Creator: BROEDELL MASONRY

Form 5500-SF

FILING_RECEIVED

BROEDELL MASONRY 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 BROEDELL MASONRY.

Plan sponsor

Name

BROEDELL MASONRY

EIN

20-8487737

Address

763 THE PRESERVE TRL · CHAPEL HILL, NC · 275177689

Phone

(919) 542-6431

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

DE HARO RAMIERZ CORP

DHRG 401K

$1.1M · 10 participants

WEAVER METAL & ROOFING, INC.

WEAVER METAL & ROOFING INC 401(K) PLAN

$1.1M · 8 participants

WHITE BEAR GLASS

WHITE BEAR GLASS 401(K) PROFIT SHARING PLAN

$1.1M · 16 participants

GARLAND WELDING INC

GARLAND WELDING INC 401(K) PROFIT SHARING PLAN

$1.1M · 12 participants

JOSALL SYRACUSE, INC. PSP

JOSALL SYRACUSE, INC.

$1.1M · 7 participants