Original filing (PDF)20260210085130NAL0002888592001

SHEA ENTERPRISES, INC.

Name: SHEA ENTERPRISES, INC. — SHEA ENTERPRISES, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: SHEA ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

SHEA ENTERPRISES, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 SHEA ENTERPRISES, INC..

Plan sponsor

Name

SHEA ENTERPRISES, INC.

EIN

23-2407403

Address

90 NORTH DONNERVILLE ROAD · MOUNTVILLE, PA · 17554

Phone

(717) 285-4403

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-10

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

J.A.S. CONSTRUCTION, LLC

J.A.S. CONSTRUCTION, LLC 401(K) PLAN

$1.2M · 33 participants

NORTHWEST EXTERIORS, INC.

NORTHWEST EXTERIORS, INC. 401(K) PROFIT SHARING PLAN

$1.2M · 105 participants

KOOPMAN ROOFING, INC. DBA HOPKINS ROOFING, INC.

HOPKINS ROOFING, INC. 401(K) PLAN

$1.2M · 45 participants

ZEFCO, INC.

ZEFCO, INC. 401(K) PLAN

$1.2M · 35 participants

COMMERCIAL ROOFING, INC.

COMMERCIAL ROOFING, INC. RETIREMENT PLAN

$1.2M · 15 participants