How big is J&L Building Materials Inc.'s plan?

J&L Building Materials Inc.'s plan reported $25.6M in assets and 149 participants for 2024.

Original filing (PDF)20251013120201NAL0001173409005

J&L Building Materials Inc.

Name: J&L Building Materials Inc. — J&L Building Materials, Form 5500 (2024)
Creator: J&L Building Materials Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

J&L Building Materials Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · J&L Building Materials Inc.'s J&L Building Materials Inc. 401(k) Profit Sharing Plan held $25.6M in plan assets for 149 participants in 2024, with Empower as recordkeeper.

Signals · 1

High average account balance

Active participants

149

Accounts w/ balance

141

Plan assets (EOY)

$25.6M

Net assets (EOY)

$25.6M

People on this filing

EMMA Moretzsohn signed J&L Building Materials Inc.'s 2024 Form 5500 as plan administrator.

EMMA Moretzsohn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

J&L Building Materials Inc.'s EIN is 23-1533088.

EIN 23-1533088

Plan number 002

Plan year 2024

ACK ID 20251013120201NAL0001173409005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J&L Building Materials Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J&L Building Materials Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

J&L BUILDING MATERIALS INC.

EIN

all filings

Address

600 LANCASTER AVE · FRAZER, PA · 19355

Phone

(610) 644-6311

Industry

Wholesale Trade

Plan administrator

Name

J&L BUILDING MATERIALS INC.

EIN

23-1533088

City

FRAZER, PA

Phone

(610) 644-6311

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AME	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$61K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
LFA LIMITED LIABILITY CO	35-2111013	FORT WAYNE, IN	BROKER/ADVISER	—	—

Investments

33 direct securities· $25.3M(99% of reported assets)

Mutual Funds

$16.3M

20 holdings

Other securities

$5.4M

10 holdings

Common Collective Trusts

$3.1M

2 holdings

Bonds / Notes

$525K

1 holding

					% of plan
American Funds 2045 Target Date Retirement Fund ^	Mutual Funds	—	—	$3.1M	12.3%
MassMutual SAGIC Diversified I Fund ^	Other securities	—	—	$2.9M	11.2%
MassMutual S&P 500 Index Fund ^	Common Collective Trusts	—	—	$2.5M	9.8%
American Funds Growth Fund of America ^	Mutual Funds	—	—	$2.2M	8.7%
American Funds 2035 Target Date Retirement Fund ^	Mutual Funds	—	—	$2.0M	7.7%
American Funds 2025 Target Date Retirement Fund ^	Mutual Funds	—	—	$1.7M	6.5%
American Funds American Balanced Fund ^	Mutual Funds	—	—	$1.2M	4.9%
American Funds 2050 Target Date Retirement Fund ^	Mutual Funds	—	—	$829K	3.2%
American Funds EuroPacific Growth Fund ^	Mutual Funds	—	—	$726K	2.8%
JP Morgan U.S. Value Fund ^	Other securities	—	—	$722K	2.8%
American Funds 2030 Target Date Retirement Fund ^	Mutual Funds	—	—	$698K	2.7%
American Funds 2055 Target Date Retirement Fund ^	Mutual Funds	—	—	$612K	2.4%
Fidelity Mid-Cap Index Fund ^	Common Collective Trusts	—	—	$593K	2.3%
American Century Ultra Fund ^	Other securities	—	—	$553K	2.2%
American Funds 2065 Target Date Retirement Fund ^	Mutual Funds	—	—	$528K	2.1%
Participant notes Maturing January 2025 - August 2044 4.25% to 9.50% -	Bonds / Notes	—	—	$525K	2.1%
American Funds Fundamental Investors ^	Mutual Funds	—	—	$504K	2.0%
American Funds Washington Mutual Investors Fund ^	Mutual Funds	—	—	$498K	1.9%
American Funds 2040 Target Date Retirement Fund ^	Mutual Funds	—	—	$448K	1.8%
American Funds 2060 Target Date Retirement Fund ^	Mutual Funds	—	—	$296K	1.2%
American Funds 2015 Target Date Retirement Fund ^	Mutual Funds	—	—	$280K	1.1%
American Century Real Estate Fund ^	Other securities	—	—	$261K	1.0%
T. Rowe Price New Horizons Fund ^	Other securities	—	—	$247K	1.0%
PIMCO Total Return Fund ^	Mutual Funds	—	—	$224K	0.9%
MassMutual Small-Cap Opportunities Fund ^	Other securities	—	—	$214K	0.8%
Invesco Developing Markets Fund ^	Mutual Funds	—	—	$188K	0.7%
PGIM Jennison Mid-Cap Growth Fund ^	Other securities	—	—	$165K	0.6%
MassMutual Inflation-Protected and Income Fund ^	Other securities	—	—	$139K	0.5%
Invesco Gold & Special Minerals Fund ^	Mutual Funds	—	—	$106K	0.4%
JP Morgan Mid-Cap Value Fund ^	Other securities	—	—	$102K	0.4%
Principal SmallCap Value Fund ^	Other securities	—	—	$80K	0.3%
American Funds 2020 Target Date Retirement Fund ^	Mutual Funds	—	—	$52K	0.2%
American Funds 2010 Target Date Retirement Fund ^	Mutual Funds	—	—	$32K	0.1%