Back to filter
Original filing (PDF)20251113133945NAL0001537793001
E. R. STUEBNER, INC.
Form 5500
FILING_RECEIVED
E. R. STUEBNER, INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
35
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
100
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 E. R. STUEBNER, INC..
Plan sponsor
Name
E. R. STUEBNER, INC.
EIN
23-1462430
Address
227 BLAIR AVE · READING, PA · 19602
Phone
(610) 376-6625
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-11-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4Q · Other
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES, INC. (EHD | 23-0558310 | — | BROKER | $11K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | $9K | — |
| CONNCETCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $2K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using ENGLE-HAMBRIGHT & DAVIES, INC. (EHD
SIGNATURE CUSTOM CABINETRY, INC.
SIGNATURE CUSTOM CABINETRY'S GROUP MEDICAL PLAN
$245K · 109 participants
G. ROBERT BILGER, INC.
G. ROBERT BILGER, INC. GROUP MEDICAL PLAN
— · 154 participants
SOFTERWARE, INC.
SOFTERWARE EMPLOYEE WELFARE BENEFIT PLAN
— · 135 participants
CHARLES F. SNYDER FUNERAL HOME & CREMATORY, INC.
CHARLES F. SNYDER FUNERAL HOME AND CREMATORY, INC. EMPLOYEE BENEFIT PLAN
— · 37 participants
PROMISE TO PERFORM INDUSTRIES, INC.
PROMISE TO PERFORM INDUSTRIES, INC. GROUP MEDICAL PLAN (504)
— · 96 participants
HARBOR BUSINESS COMPLIANCE CORPORATION DBA HARBOR COMPLIANCE
HARBOR BUSINESS COMPLIANCE CORPORATION DBA HARBOR COMPLIANCE GROUP MEDICAL PLAN
— · 100 participants
Similar-size Construction plans
BRIGADIER CONSTRUCTION SERVICES, LLC
BRIGADIER CONSTRUCTION SERVICES, LLC 401(K) PLAN
$0
WHITE SANDS CONSTRUCTION, INC.
WHITE SANDS CONSTRUCTION, INC. 401K PLAN
$0 · 15 participants
NEUROTH CONSTRUCTION, INC.
NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST
$0
PHARAOH BUILDERS INC
PHARAOH BUILDERS INC 401(K) PLAN
$0
COMMERCIAL INDUSTRIES CO., INC.
COMMERCIAL INDUSTRIES, CO., INC. PROFIT SHARING PLAN
$0
STONECRAFT LLC
STONECRAFT LLC 401(K) PROFIT SHARING PLAN & TRUST
$0 · 14 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B