Original filing (PDF)20250710130117NAL0015148898001

Summers and Sons Construction and Installation

Name: Summers and Sons Construction and Installation — Form 5500 Plan 001 (2024)
Creator: Summers and Sons Construction and Installation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preferred Pension Alliance Mutiple Employer Plan

401(k) retirement plan · Summers and Sons Construction and Installation's Preferred Pension Alliance Mutiple Employer Plan held $184K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

People on this filing

Jennifer Davie signed Summers and Sons Construction and Installation's 2024 Form 5500 as plan administrator.

Jennifer Davie — 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

Summers and Sons Construction and Installation's EIN is 46-4933676.

EIN 46-4933676

Plan number 001

Plan year 2024

ACK ID 20250710130117NAL0015148898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summers and Sons Construction and Installation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summers and Sons Construction and Installation'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 SUMMERS AND SONS CONSTRUCTION AND INSTALLATION.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SUMMERS AND SONS CONSTRUCTION AND INSTALLATION

EIN

all filings

Address

4054 FOXWOOD LANE · WILLIAMSVILLE, NY · 14221

Phone

(716) 810-9699

Industry

Construction

Plan administrator