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Original filing (PDF)20250703063404NAL0000838050001
HOER EXCAVATION AND CONSTRUCTION, INC. DBA LAKESIDE CONSTRUCTION
Form 5500-SF
FILING_RECEIVED
LAKESIDE CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
30
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
80
Knocking points off
- 64% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOER EXCAVATION AND CONSTRUCTION, INC. DBA LAKESIDE CONSTRUCTION.
Plan sponsor
Name
HOER EXCAVATION AND CONSTRUCTION, INC. DBA LAKESIDE CONSTRUCTION
EIN
22-2762731
Address
P.O. BOX 806 · HOPATCONG, NJ · 07843
Phone
(973) 398-4517
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
2025-07-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
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