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Original filing (PDF)20251014091153NAL0001156147001
H.E. ROHRER, LLC
Form 5500
FILING_RECEIVED
H. E. ROHRER, LLC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 2
~76 bps in Sched C feesNo recordkeeper disclosed
Active participants
954
Accounts w/ balance
156
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
65
Knocking points off
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 16% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H.E. ROHRER, LLC.
Plan sponsor
Name
H.E. ROHRER, LLC
EIN
23-1875250
Address
PO BOX 100 · 1515 STATE ROAD · DUNCANNON, PA · 17020
Phone
(717) 957-5100
Industry
Transportation & Warehousingsee 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
2025-10-14
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
Audit & trust (Schedule H)
Auditor
BROWN, SCHULTZ, FRITZ & SHERIDAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $23K | — |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | NONE | $17K | — |
Investments
30 direct securities · 3 pooled funds· $5.2M(99% 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.
Uncategorized
$4.6M
30 holdings
Common Collective Trust
$585K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Instl Mutual Funds | — | — | — | $777K | 14.7% | |
| JP Morgan U.S. Equity Fund R5 Mutual Funds | — | — | — | $775K | 14.7% | |
| LARGE CAP VALUE FUND GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $391K | 7.4% | |
| T. Rowe Price Retirement 2045 Fund Class I Mutual Funds | — | — | — | $369K | 7.0% | |
| Metropolitan West Total Return Bond Fund I Mutual Funds | — | — | — | $366K | 6.9% | |
| Fidelity Low-Priced Stock Mutual Funds | — | — | — | $302K | 5.7% | |
| T. Rowe Price Retirement 2030 Fund Class I Mutual Funds | — | — | — | $214K | 4.1% | |
| MFS Global Equity R4 Mutual Funds | — | — | — | $202K | 3.8% | |
| Invesco Small Cap Growth Fund Mutual Funds | — | — | — | $143K | 2.7% | |
| Carillon Eagle Mid Cap Growth Fund CL R6 Mutual Funds | — | — | — | $140K | 2.6% | |
| T. Rowe Price Retirement 2020 Fund Class I Mutual Funds | — | — | — | $139K | 2.6% | |
| Vanguard Small Cap Index Mutual Funds | — | — | — | $133K | 2.5% | |
| Blackrock 80/20 Target Allocation Fund Class K Mutual Funds | — | — | — | $128K | 2.4% | |
| Prudential High Yield Z Mutual Funds | — | — | — | $119K | 2.3% | |
| SMALL CAP VALUE FUND II GREAT GRAY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $115K | 2.2% | |
| American Funds Balanced Fund Am Bal R4 Mutual Funds | — | — | — | $100K | 1.9% | |
| T. Rowe Price Retirement 2055 Fund Class I Mutual Funds | — | — | — | $99K | 1.9% | |
| T. Rowe Price Retirement 2065 Fund Class I Mutual Funds ** 703 Vanguard Developed Markets Index Adm Mutual Funds | — | — | — | $96K | 1.8% | |
| T. Rowe Price Retirement 2035 Fund Class I Mutual Funds | — | — | — | $91K | 1.7% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $86K | 1.6% | |
| FEDERATED CAPITAL PRESERVATION FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $79K | 1.5% | |
| T. Rowe Price Retirement 2025 Fund Class I Mutual Funds | — | — | — | $78K | 1.5% | |
| T. Rowe Price Retirement 2060 Fund Class I Mutual Funds | — | — | — | $74K | 1.4% | |
| MFS International Value R4 Mutual Funds | — | — | — | $55K | 1.0% | |
| T. Rowe Price Retirement 2040 Fund Class I Mutual Funds | — | — | — | $39K | 0.7% | |
| T. Rowe Price Retirement 2050 Fund Class I Mutual Funds | — | — | — | $37K | 0.7% | |
| T. Rowe Price Retirement 2010 Fund Class I Mutual Funds | — | — | — | $25K | 0.5% | |
| T. Rowe Price International Funds - International Discovery Fund Mutual Funds | — | — | — | $20K | 0.4% | |
| Blackrock 20/80 Target Allocation Fund Class K Mutual Funds | — | — | — | $15K | 0.3% | |
| T. Rowe Price Retirement 2015 Fund Class I Mutual Funds | — | — | — | $10K | 0.2% | |
| Blackrock 60/40 Target Allocation Fund Class K Mutual Funds | — | — | — | $7K | 0.1% | |
| Columbia Mid Cap Index R5 Mutual Funds | — | — | — | $4K | <0.1% | |
| Voya Multi-Manager International Small Cap Fund - Class A Mutual Funds | — | — | — | $4K | <0.1% |
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