Original filing (PDF)20250902085931NAL0014076321001

WILLIAM SOPKO & SONS, INC.

Name: WILLIAM SOPKO & SONS, INC. — WILLIAM SOPKO & SONS INC. 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILLIAM SOPKO & SONS, INC.

Form 5500-SF

FILING_RECEIVED

WILLIAM SOPKO & SONS INC. 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 WILLIAM SOPKO & SONS, INC..

Plan sponsor

Name

WILLIAM SOPKO & SONS, INC.

EIN

34-1197462

Address

26500 LAKELAND BLVD · EUCLID, OH · 441322643

Phone

(216) 289-1400

Industry

Manufacturingsee 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

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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