Original filing (PDF)20251013122723NAL0001933328001

BYLER HOLDINGS, LLC

Name: BYLER HOLDINGS, LLC — BYLER HOLDINGS 401(K) PLAN, Form 5500 (2024)
Creator: BYLER HOLDINGS, LLC

Form 5500

FILING_RECEIVED

BYLER HOLDINGS 401(K) PLAN

Defined-contribution retirement plan

Signals · 2

~96 bps in Sched C feesNo recordkeeper disclosed

Active participants

299

Accounts w/ balance

174

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Knocking points off

96 bps in Schedule C fees — 84% above peer band of 52 bps.
No recordkeeper disclosed on Schedule C.
58% 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.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BYLER HOLDINGS, LLC.

Plan sponsor

Name

BYLER HOLDINGS, LLC

EIN

46-1473476

Address

118 SPRINGWOOD DRIVE, SUITE 300 · LEBANON, PA · 17042

Phone

(717) 438-4800

Industry

Management of Companies / Holdingssee 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

RKL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FULTON BANK, N.A.	23-1928421	—	NONE	$31K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.