Original filing (PDF)20250718121253NAL0002487120001

PBL EQUIPMENT & SERVICES

Name: PBL EQUIPMENT & SERVICES — PBL EQUIPMENT & SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: PBL EQUIPMENT & SERVICES

Form 5500-SF

FILING_RECEIVED

PBL EQUIPMENT & SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

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 PBL EQUIPMENT & SERVICES.

Plan sponsor

Name

PBL EQUIPMENT & SERVICES

EIN

46-3894909

Address

3570 FANCHER ROAD · HOLLEY, NY · 14470

Phone

(585) 638-0300

Industry

Constructionsee 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

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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