Original filing (PDF)20250729103527NAL0003111633001

C.H. SCHWERTNER & SON, INC.

Name: C.H. SCHWERTNER & SON, INC. — C.H. SCHWERTNER & SON, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: C.H. SCHWERTNER & SON, INC.

Form 5500-SF

FILING_RECEIVED

C.H. SCHWERTNER & SON, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

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 C.H. SCHWERTNER & SON, INC..

Plan sponsor

Name

C.H. SCHWERTNER & SON, INC.

EIN

23-1268969

Address

20 UNION HILL ROAD · WEST CONSHOHOCKEN, PA · 19428

Phone

(610) 667-4773

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

2025-07-29

Pension benefit codes

2E · Profit-sharing

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 providers

Related plans

Similar-size Construction plans

MECCON INDUSTRIES, INC.

MECCON INDUSTRIES 401(K) PLAN

$12.6M · 32 participants

BORRELL ELECTRIC CO., INC.

BORRELL ELECTRIC CO., INC. 401(K) PLAN

$12.6M · 156 participants

FIRST EQUITY HOLDINGS

RUSCILLI CONSTRUCTION CO., LLC. EMPLOYEE STOCK OWNERSHIP PLAN

$12.6M · 265 participants

ROCHE CONSTRUCTORS, INC.

ROCHE CONSTRUCTORS, INC. PROFIT SHARING/401(K) PLAN AND TRUST

$12.6M · 78 participants

STEINBERGER CONSTRUCTION, INC.

STEINBERGER CONSTRUCTION INC RETIREMENT READINESS 401(K) PLAN