Original filing (PDF)20250902143720NAL0024606816001

J. D. ECKMAN, INC.

Name: J. D. ECKMAN, INC. — J. D. ECKMAN, INC. 401K SAVINGS PLAN, Form 5500 (2024)
Creator: J. D. ECKMAN, INC.

Form 5500

FILING_RECEIVED

J. D. ECKMAN, INC. 401K SAVINGS PLAN

401(k) retirement plan

Signals · 1

92% in single holding

Active participants

566

Accounts w/ balance

643

Plan assets (EOY)

$132.6M

Net assets (EOY)

$132.6M

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Knocking points off

Top holding "Other" is 92% of plan.
12 bps in Schedule C fees — modestly above peer band of 10 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. D. ECKMAN, INC..

Plan sponsor

Name

J. D. ECKMAN, INC.

EIN

23-1413783

Address

4781 LOWER VALLEY RD · ATGLEN, PA · 193109724

Phone

(610) 593-5143

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

2025-09-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

TROUT CPA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS	—	IRVINE, CA	RECORDKEEPER	$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
IC ADVISORY SERVICES INC	—	BEDMINSTER, NJ	INVESTMENT ADVISOR	$75K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONRAD SIEGEL ACTUARIES	—	HARRISBURG, PA	TPA	$28K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
TROUT, EBERSOLE & GROFF, LLP	—	LANCASTER, PA	AUDITOR	$19K	—

Investments

3 direct securities · 1 pooled fund· $1.9M(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$950K

1 holding

OTHER

$870K

1 holding

Uncategorized

$80K

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
FEDERATED CAPITAL PRESERVATION R6 FEDERATED INVESTORS · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$950K	0.7%
Other	OTHER	—	$870K	$870K	0.7%
Interest-bearing cash (include money market accounts & certificates of deposit)	—	—	$41K	$41K	<0.1%
Value of funds held in insurance company general account (unallocated contracts)	—	—	$40K	$40K	<0.1%