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Original filing (PDF)20251010124748NAL0007737505001
RICHARD E. PIERSON CONSTRUCTION CO., INC.
Form 5500
FILING_RECEIVED
RICHARD E PIERSON CONSTRUCTION CO INC 401K PL
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
541
Accounts w/ balance
208
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARD E. PIERSON CONSTRUCTION CO., INC..
Plan sponsor
Name
RICHARD E. PIERSON CONSTRUCTION CO., INC.
EIN
22-2269412
Address
426 SWEDESBORO ROAD · PILESGROVE, NJ · 08098
Phone
(856) 769-8244
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FOULK HUBER PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
23 direct securities· $24.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Inv Vanguard 0 | — | — | — | $3.7M | 15.3% | |
| Vanguard U.S. Growth Inv Vanguard 0 | — | — | — | $3.6M | 15.2% | |
| Vanguard Health Care Inv Vanguard 0 | — | — | — | $2.3M | 9.6% | |
| Vanguard International Growth Inv Vanguard 0 | — | — | — | $1.6M | 6.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.6M | 6.5% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $1.4M | 6.0% | |
| Vanguard Balanced Index Inv Vanguard 0 | — | — | — | $1.4M | 5.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.2M | 5.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.0M | 4.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.0M | 4.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $932K | 3.9% | |
| Vanguard Total Bond Market Index Inv Vanguard 0 | — | — | — | $911K | 3.8% | |
| Vanguard Extended Market Index Inv Vanguard 0 | — | — | — | $812K | 3.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $723K | 3.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $433K | 1.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $372K | 1.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $330K | 1.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $279K | 1.2% | |
| Vanguard Windsor II Inv Vanguard 0 | — | — | — | $106K | 0.4% | |
| Vanguard Total Intl Bond Index Inv Vanguard 0 | — | — | — | $77K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $55K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $55K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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