How big is William Aupperle and Sons, Inc.'s plan?

William Aupperle and Sons, Inc.'s plan reported $1.4M in assets and 12 participants for 2024.

Original filing (PDF)20250714065235NAL0000657939001

William Aupperle and Sons, Inc.

Name: William Aupperle and Sons, Inc. — Easyk Multiple, Form 5500 (2024)
Creator: William Aupperle and Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Easyk Multiple Employer Plan AS Adopted by William Aupperle and Sons, Inc.

401(k) retirement plan · William Aupperle and Sons, Inc.'s Easyk Multiple Employer Plan AS Adopted by William Aupperle and Sons, Inc. held $1.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Tammy Julian signed William Aupperle and Sons, Inc.'s 2024 Form 5500 as plan administrator.

Tammy Julian — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William Aupperle and Sons, Inc.'s EIN is 37-0861810.

EIN 37-0861810

Plan number 003

Plan year 2024

ACK ID 20250714065235NAL0000657939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Aupperle and Sons, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Aupperle and Sons, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM AUPPERLE AND SONS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off