Original filing (PDF)20250718195249NAL0001056851001

HARRY C. LOBALZO & SONS, INC

Name: HARRY C. LOBALZO & SONS, INC — HARRY C. LOBALZO & SONS, RETIREMENT PLAN, Form 5500 (2024)
Creator: HARRY C. LOBALZO & SONS, INC

Form 5500-SF

FILING_RECEIVED

HARRY C. LOBALZO & SONS, RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 HARRY C. LOBALZO & SONS, INC.

Plan sponsor

Name

HARRY C. LOBALZO & SONS, INC

EIN

34-1135295

Address

61 N CLEVELAND MASSILLON ROAD · SUITE A · AKRON, OH · 44333

Phone

(330) 666-6758

Industry

Wholesale Tradesee 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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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 Wholesale Trade plans

POLEN IMPLEMENT, INC.

POLEN IMPLEMENT, INC. 401(K) PLAN

$2.7M · 29 participants

AIR COMPRESSOR SOLUTIONS, INC.

AIR COMPRESSOR SOLUTIONS, INC. EMPLOYEE 401(K) PLAN

$2.7M · 99 participants

OKADA MIDWEST INC DBA CHICAGO MACHINERY INC

THOESEN TRACTOR & EQUIPMENT CO., INC. PROFIT SHARING PLAN

$2.7M · 8 participants

SLATE RIVER SYSTEMS, INC.

SLATE RIVER SYSTEMS, INC. 401(K) PLAN

$2.7M · 47 participants

DERMLITE, LLC

DERMLITE, LLC 401(K) PROFIT SHARING PLAN