Original filing (PDF)20250710130117NAL0015148898001

SUMMERS AND SONS CONSTRUCTION AND INSTALLATION

Name: SUMMERS AND SONS CONSTRUCTION AND INSTALLATION — PREFERRED PENSION ALLIANCE MUTIPLE EMPLOYER PLAN, Form 5500 (2024)
Creator: SUMMERS AND SONS CONSTRUCTION AND INSTALLATION

Form 5500-SF

FILING_RECEIVED

PREFERRED PENSION ALLIANCE MUTIPLE EMPLOYER PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

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).

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.

Plan sponsor

Name

SUMMERS AND SONS CONSTRUCTION AND INSTALLATION

EIN

46-4933676all filings

Address

4054 FOXWOOD LANE · WILLIAMSVILLE, NY · 14221

Phone

(716) 810-9699

Industry

Constructionsee all

Plan administrator