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Original filing (PDF)20251015142012NAL0002439923001
J.F. KIELY CONSTRUCTION CO.
Form 5500
FILING_RECEIVED
DEFINED CONTRIBUTION AND 401(K) PLAN FOR THE EMPLOYEES OF J.F. KIELY CONSTRUCTION CO.
401(k) retirement plan
Active participants
32
Accounts w/ balance
148
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Participation health
100
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 J.F. KIELY CONSTRUCTION CO..
Plan sponsor
Name
J.F. KIELY CONSTRUCTION CO.
EIN
21-0652682
Address
1 RADAR WAY · TINTON FALLS, NJ · 07724
Phone
(732) 222-4400
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLMAN FRENIA ALLISON, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities· $14.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm N/A | — | — | — | $2.1M | 14.2% | |
| Vanguard Target Retirement 2030 Fund N/A | — | — | — | $1.8M | 12.0% | |
| Vanguard Target Retirement 2065 Fund N/A | — | — | — | $1.6M | 10.8% | |
| Vanguard Target Retirement 2060 Fund N/A | — | — | — | $1.6M | 10.6% | |
| Vanguard Target Retirement 2050 Fund N/A | — | — | — | $1.4M | 9.8% | |
| Vanguard Target Retirement 2040 Fund N/A | — | — | — | $1.4M | 9.2% | |
| Money Market Accounts Vanguard Federal Money Market Inv N/A | — | — | — | $1.3M | 8.7% | |
| Vanguard Target Retirement 2055 Fund N/A | — | — | — | $958K | 6.5% | |
| Vanguard Target Retirement 2020 Fund N/A | — | — | — | $585K | 4.0% | |
| Vanguard Target Retirement 2045 Fund N/A | — | — | — | $535K | 3.6% | |
| Vanguard Target Retirement 2035 Fund N/A | — | — | — | $481K | 3.3% | |
| exceed 5 years, unless for the purchase of a primary residence. -0- | — | — | — | $250K | 1.7% | |
| Vanguard European Stock Index ETF N/A | — | — | — | $215K | 1.5% | |
| Vanguard Small-Cap ETF N/A | — | — | — | $190K | 1.3% | |
| Vanguard LifeStrategy Consv Growth Inv N/A 12 Vanguard LifeStrategy Growth Inv N/A | — | — | — | $170K | 1.2% | |
| Fidelity International Index N/A | — | — | — | $64K | 0.4% | |
| Vanguard Target Retirement Income Fund N/A | — | — | — | $54K | 0.4% | |
| Vanguard Total Bond Market ETF N/A | — | — | — | $45K | 0.3% | |
| Vanguard LifeStrategy Moderate Gr Inv N/A | — | — | — | $36K | 0.2% | |
| Vanguard Target Retirement 2025 Fund N/A | — | — | — | $11K | <0.1% | |
| Registered Investment Companies BlackRock iShares U.S. Treasury Bond ETF N/A | — | — | — | $10K | <0.1% |
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