Original filing (PDF)20250714120622NAL0000851667001

K.W. REESE, INC.

Name: K.W. REESE, INC. — K.W. REESE, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: K.W. REESE, INC.

Form 5500-SF

FILING_RECEIVED

K.W. REESE, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K.W. REESE, INC..

Plan sponsor

Name

K.W. REESE, INC.

EIN

23-1920698

Address

9486 BUCHANAN TRAIL WEST · P.O. BOX 298 · MERCERSBURG, PA · 17236

Phone

(717) 328-5211

Industry

Constructionsee 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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

GOODWILL INDUSTRIAL SERVICES

THE CONTRACTORS RETIREMENT PLAN

$3.3M · 188 participants

SCHROEDER & SCHROEDER, INC.

SCHROEDER & SCHROEDER, INC. 401(K) PLAN & TRUST

$3.3M · 7 participants

FRANK O. ZEISE CONSTRUCTION CO.,INC

ZEISE 401(K) PROFIT SHARING PLAN AND TRUST

$3.3M · 4 participants

HYNES CONCRETE CONTRACTOR, INC.

HYNES CONCRETE CONTRACTOR, INC. CASH BALANCE PLAN

$3.3M · 19 participants

W J MCGUIRE COMPANY

THE W. J. MCGUIRE COMPANY 401(K) PROFIT SHARING PLAN