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Original filing (PDF)20251007114443NAL0011210242001
JEROME H. RHOADS, INC.
Form 5500
FILING_RECEIVED
JEROME H. RHOADS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
50% in single holding100% employer stockNo recordkeeper disclosed
Active participants
142
Accounts w/ balance
154
Plan assets (EOY)
$4.5M
Net assets (EOY)
$2.2M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Jerome H. Rhoads, Inc. 245,015.9250 shares of common stock" is 50% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEROME H. RHOADS, INC..
Plan sponsor
Name
JEROME H. RHOADS, INC.
EIN
23-1521282
Address
205 HAZEL ST. · LANCASTER, PA · 17603
Phone
(717) 397-5277
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $4.4M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Jerome H. Rhoads, Inc. 245,015.9250 shares of common stock | — | — | $3.4M | $4.4M | 97.5% |
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