Back to filter
Original filing (PDF)20250714065235NAL0000657939001
WILLIAM AUPPERLE AND SONS, INC.
Form 5500-SF
FILING_RECEIVED
EASYK MULTIPLE EMPLOYER PLAN AS ADOPTED BY WILLIAM AUPPERLE AND SONS, INC.
401(k) retirement plan
Active participants
12
Accounts w/ balance
8
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 67% 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 WILLIAM AUPPERLE AND SONS, INC..
Plan sponsor
Name
WILLIAM AUPPERLE AND SONS, INC.
EIN
37-0861810
Address
200 PENN AVENUE · MORTON, IL · 61550
Phone
(309) 266-7460
Industry
Constructionsee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(800) 872-3473
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
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)
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
O.B. ONE COMMUNICATIONS, INC.
O.B. ONE COMMUNICATIONS RETIREMENT PLAN
$1.4M · 8 participants
BEST WINDOW & DOOR, INC.
BEST WINDOW & DOOR, INC 401(K) PROFIT SHARING PLAN
$1.4M · 45 participants
CASTEEL AUTOMATIC FIRE PROTECTION,
CASTEEL AUTOMATIC FIRE PROTECTION, INC. 401(K) SAVINGS PLAN
$1.4M
THE RIVERSIDE GROUP, INC.
THE RIVERSIDE GROUP, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 26 participants
WEEKLEY ELECTRIC, LLC
THE CONTRACTORS RETIREMENT PLAN
$1.4M · 31 participants
JEROME ARCHITECTURAL METAL CORP
JEROME ARCHITECTURAL METAL CORP 401(K) PLAN
$1.4M · 4 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B