· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CALDWELL, HECKLES &EGAN, INC. — CALDWELL, HECKLES & EGAN, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250429112849NAL0000292355001
CALDWELL, HECKLES &EGAN, INC.
Form 5500-SF
FILING_RECEIVED
CALDWELL, HECKLES & EGAN, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
31
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALDWELL, HECKLES &EGAN, INC.
.
Find decision makers
Plan sponsor
Name
CALDWELL, HECKLES &EGAN, INC.
EIN
23-2368780
Address
1270 GROFFTOWN ROAD · LANCASTER, PA · 17602
Phone
(717) 394-0799
Industry
Construction
see all
Plan administrator
Name
CALDWELL, HECKLES & EGAN, INC.
EIN
23-2368780
City
LANCASTER, PA
Phone
(717) 394-0799
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-29
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
MARCEAU CONSTRUCTION CORP
MARCEAU CONSTRUCTION CORP 401(K) PROFIT SHARING PLAN & TRUST
$2.7M · 11 participants
MISSISSIPPI 811, INC.
MISSISSIPPI 811, INC. DEFINED BENEFIT PLAN
$2.7M · 23 participants
J.M. COPE, INC.
J.M. COPE 401(K) PLAN
$2.7M · 48 participants
THE DUBS COMPANY, INC.
DUBS COMPANY PROFIT SHARING PLAN
$2.8M · 4 participants
HANSCOM CONSTRUCTION, INC.
HANSCOM CONSTRUCTION, INC. 401(K) PLAN
$2.8M · 23 participants
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KVASSOCIATES, INC.
KVASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
$2.7M · 2 participants
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
