Original filing (PDF)20251029060645NAL0001289618001

WM. ORR AND SONS, INC.

Name: WM. ORR AND SONS, INC. — WM. ORR AND SONS, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: WM. ORR AND SONS, INC.

Form 5500-SF

FILING_RECEIVED

WM. ORR AND SONS, INC. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

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 WM. ORR AND SONS, INC..

Plan sponsor

Name

WM. ORR AND SONS, INC.

EIN

25-1625252

Address

P O BOX 407 · JONESTOWN, PA · 17038

Phone

(717) 865-2713

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-29

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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