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Original filing (PDF)20251014120946NAL0002851361001
MUNCY HOMES, INC.
Form 5500
FILING_RECEIVED
MUNCY HOMES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
133
Accounts w/ balance
166
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUNCY HOMES, INC..
Plan sponsor
Name
MUNCY HOMES, INC.
EIN
23-2808721
Address
1567 ROUTE 442 HWY · MUNCY, PA · 17756
Phone
(570) 546-5444
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
2025-10-14
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
LOUIS PLUNG & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KT ADMINISTRATORS, LLC | 82-4086794 | — | TPA / RECORD KEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARVIEW FINANCIAL PARTNERS, LLC | — | RADNOR, PA | INVESTMENT ADVISOR | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOUIS PLUNG & COMPANY LLP | 25-1637458 | — | INDEPENDENT AUDITOR | $11K | — |
Investments
24 direct securities · 1 pooled fund· $9.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.1M
24 holdings
Pooled Separate Account
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank Principal Investor High Yield | — | — | — | $2.2M | 24.3% | |
| PRU PRINCIPAL PRESERVATION PRUDENTIAL RET INS & ANNUITY CO · EIN 06-1050034 / PN 001 | Pooled Separate Account | — | — | $2.0M | 22.4% | |
| America * Charles Schwab Trust Bank American New Perspective | — | — | — | $1.4M | 15.3% | |
| Charles Schwab Trust Bank American Washington Mutual | — | — | — | $972K | 10.6% | |
| Date Retirement Fund * Charles Schwab Trust Bank American Income Fund of | — | — | — | $568K | 6.2% | |
| Fund * Charles Schwab Trust Bank American Fundamental Investor | — | — | — | $445K | 4.9% | |
| Charles Schwab Trust Bank Lord Abbet Total Return | — | — | — | $314K | 3.4% | |
| Charles Schwab Trust Bank American EuroPacific Growth | — | — | — | $211K | 2.3% | |
| Investors * Charles Schwab Trust Bank Ishares S&P 500 Index | — | — | — | $168K | 1.8% | |
| Date Retirement Fund * Charles Schwab Trust Bank American Funds 2050 Target | — | — | — | $149K | 1.6% | |
| Date Retirement Fund * Charles Schwab Trust Bank American Funds 2060 Target | — | — | — | $131K | 1.4% | |
| Charles Schwab Trust Bank American Century Mid Cap | — | — | — | $112K | 1.2% | |
| Date Retirement Fund * Charles Schwab Trust Bank American Funds 2030 Target | — | — | — | $102K | 1.1% | |
| Date Retirement Fund * Charles Schwab Trust Bank American Funds 2045 Target | — | — | — | $44K | 0.5% | |
| Date Retirement Fund * Charles Schwab Trust Bank American Funds 2040 Target | — | — | — | $43K | 0.5% | |
| Charles Schwab Trust Bank Lord Abbet Short Duration | — | — | — | $38K | 0.4% | |
| Date Retirement Fund * Charles Schwab Trust Bank American Funds 2035 Target | — | — | — | $31K | 0.3% | |
| Charles Schwab Trust Bank TIAA CREF Inflation Linked Fund | — | — | — | $25K | 0.3% | |
| Fund * Charles Schwab Trust Bank Vanguard Life Strategy Income | — | — | — | $23K | 0.3% | |
| Date Retirement Fund * Charles Schwab Trust Bank American Funds 2055 Target | — | — | — | $23K | 0.3% | |
| Charles Schwab Trust Bank PGIM Jennison Growth | — | — | — | $23K | 0.3% | |
| Charles Schwab Trust Bank Vanguard Life Strategy Growth | — | — | — | $21K | 0.2% | |
| Charles Schwab Trust Bank American Funds 2015 Target | — | — | — | $19K | 0.2% | |
| Fund * Charles Schwab Trust Bank Vanguard Life Strategy Moderate | — | — | — | $12K | 0.1% | |
| Charles Schwab Trust Bank Vanguard Life Strategy | — | — | — | $2K | <0.1% |
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