Back to filter
Original filing (PDF)20250730110931NAL0005426176001
JEFF LONG CONSTRUCTION
Form 5500-SF
FILING_RECEIVED
JEFF LONG CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
128
Accounts w/ balance
84
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFF LONG CONSTRUCTION.
Plan sponsor
Name
JEFF LONG CONSTRUCTION
EIN
25-1731336
Address
1916 HILEMAN RD · TYRONE, PA · 166866434
Phone
(814) 207-1828
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
2025-07-30
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Construction plans
SCHMIDT STEEL, INC.
SCHMIDT STEEL, INC. CASH BALANCE PENSION PLAN & TRUST
$2.6M · 4 participants
BEYOND SHELTER, INC.
BEYOND SHELTER, INC. RETIREMENT PLAN
$2.6M · 13 participants
MONUMENT CONSTRUCTION, LLC
MONUMENT CONSTRUCTION, LLC 401(K) RETIREMENT PLAN
$2.6M · 24 participants
ECLIPSE CONSTRUCTION MANAGEMENT LP
ECLIPSE CONSTRUCTION MANAGEMENT LP 401(K) SAFE HARBOR PROFIT SHARING PLAN
$2.6M · 54 participants
HOME IMPROVEMENT SERVICES COMPANY DBA RENEWAL BY ANDERSEN OF ALASKA
RENEWAL BY ANDERSEN OF ALASKA 401(K) PROFIT SHARING PLAN
$2.6M · 160 participants
PALISADE BUILDING GROUP LLC
PALISADE BUILDING GROUP LLC 401(K) PLAN
$2.6M · 9 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
