Back to filter
Original filing (PDF)20250603075404NAL0010028529001
HVB CONSTRUCTION, INC.
Form 5500-SF
FILING_RECEIVED
HVB CONSTRUCTION, INC. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 HVB CONSTRUCTION, INC..
Plan sponsor
Name
HVB CONSTRUCTION, INC.
EIN
27-0439866
Address
144 ROUTE 17M, SUITE B · PO BOX 662 · HARRIMAN, NY · 10926
Phone
(845) 837-1449
Industry
Constructionsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-03
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)
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
CENTRAL SPECIALTIES, INC.
FRINGE BENEFIT PLAN FOR DAVIS-BACON AND RELATED ACT (DBRA) EMPLOYEES OF CENTRAL SPECIALTIES, INC.
$2.5M · 245 participants
ALLIED, INC.
ALLIED INC. PROFIT SHARING PLAN
$2.4M · 14 participants
WGJ ENTERPRISES, INC. DBA PCI
PCI RETIREMENT PLAN
$2.5M · 15 participants
JESS F. HOWES, INC.
EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. RETIREMENT PLAN FOR THE EMPLOYEES OF JESS F. HOWES, INC.
$2.4M · 9 participants
MINICHI, INC
MINICHI CONTRACTING GROUP RETIREMENT SAVINGS PLAN
$2.4M · 60 participants
STERNDAHL ENTERPRISES, INC.
STERNDAHL ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN
$2.5M · 10 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
