Original filing (PDF)20251009095852NAL0011211600001

HARRY C. TREXLER ESTATE

Name: HARRY C. TREXLER ESTATE — HARRY C. TREXLER ESTATE 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: HARRY C. TREXLER ESTATE

Form 5500-SF

FILING_RECEIVED

HARRY C. TREXLER ESTATE 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 HARRY C. TREXLER ESTATE.

Plan sponsor

Name

HARRY C. TREXLER ESTATE

EIN

23-1162215

Address

600 HAMILTON STREET, TOWER 6, · SUITE 310 · ALLENTOWN, PA · 181012105

Phone

(610) 434-9645

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

HARRY C. TREXLER ESTATE

EIN

23-2012757

City

ALLENTOWN, PA

Phone

(610) 434-9645

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

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