Back to filter
Original filing (PDF)20250915084217NAL0000929825001
JEROME H. RHOADS, INC.
Form 5500
FILING_RECEIVED
JEROME H. RHOADS, INC. GROUP INSURANCE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 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
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
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 | — | LANCASTER, PA | BROKER | $49K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $23K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $8K | — |
| CAPITAL ADVANTAGE ASSURANCE COMPANY | 45-5492167 | — | ADMIN | $6K | — |
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
THE VISTA FOUNDATION
THE VISTA FOUNDATION EMPLOYEE BENEFIT PLAN
$371K · 317 participants
THE YGS GROUP, INC.
THE YGS GROUP, INC GROUP MEDICAL PLAN
$164K · 166 participants
ATOMIC DESIGN, INC.
ATOMIC DESIGN, INC. GROUP MEDICAL PLAN
$144K · 120 participants
RICHTER PRECISION INC
RICHTER PRECISION INC GROUP MEDICAL PLAN
$93K · 100 participants
ALLEGHENY CONTRACTING, LLC
ALLEGHENY CONTRACTING, LLC EMPLOYEE BENEFIT PLAN
— · 103 participants
WEIDENHAMMER SYSTEMS CORPORATION
WEIDENHAMMER SYSTEMS CORPORATION CAFETERIA PLAN
— · 72 participants
Similar-size Wholesale Trade plans
LIPIZZAN PETROLEUM CORPORATION
LIPIZZAN PETROLEUM CORPORATION 401(K) PROFIT SHARING PLAN
$0
STEPHENS OIL COMPANY INC
STEPHENS OIL COMPANY INC GCF BENEFIT PLAN
$0
M B JONES OIL COMPANY INC
M B JONES OIL COMPANY INC GCF BENEFIT PLAN
$0
VENTURE PIPE & SUPPLY, INC.
VENTURE PIPE 401(K)RETIREMENT PLAN
$0
OSAN PETROLEUM CO., INC.
OSAN 401(K) PLAN
$0
PLANTATION PROPANE, INC.
PLANTATION PROPANE, INC. 401(K) PLAN
$0
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