Original filing (PDF)20251014100441NAL0002472465001

PENN STATE CONSTRUCTION J&D, LLC

Name: PENN STATE CONSTRUCTION J&D, LLC — PENN STATE CONSTRUCTION 401(K) PLAN, Form 5500 (2024)
Creator: PENN STATE CONSTRUCTION J&D, LLC

Form 5500-SF

FILING_RECEIVED

PENN STATE CONSTRUCTION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 PENN STATE CONSTRUCTION J&D, LLC.

Plan sponsor

Name

PENN STATE CONSTRUCTION J&D, LLC

EIN

25-1952652

Address

27 STATE STREET · LEWISTOWN, PA · 17044

Phone

(717) 953-9200

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

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

R YODER CONSTRUCTION, INC.

R YODER CONSTRUCTION 401(K) PLAN

$1.5M · 44 participants

WAGER CONTRACTING CO., INC.

WAGER CONTRACTING CO., INC. 401(K) PLAN

$1.5M · 8 participants

CORAL PACIFIC CONSTRUCTION LLC

CORAL PACIFIC CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN

$1.5M · 21 participants

J.F. OHLUND, INC.

J.F. OHLUND, INC. 401(K) PLAN

$1.5M · 18 participants

JC LANE CONSULTING INC.

JC LANE RETIREMENT PLAN

$1.5M · 5 participants