Original filing (PDF)20250510095449NAL0021819392001

PAT BRUCH EXCAVATING, INC.

Name: PAT BRUCH EXCAVATING, INC. — PAT BRUCH EXCAVATING 401(K) PLAN, Form 5500 (2024)
Creator: PAT BRUCH EXCAVATING, INC.

Form 5500-SF

FILING_RECEIVED

PAT BRUCH EXCAVATING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 PAT BRUCH EXCAVATING, INC..

Plan sponsor

Name

PAT BRUCH EXCAVATING, INC.

EIN

47-1140233

Address

W230 N5001 BETKER DR. · PEWAUKEE, WI · 53072

Phone

(262) 820-0727

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

2025-05-10

Pension benefit codes

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

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

ALL AMERICAN CONCRETE, INC.

ALL AMERICAN CONCRETE, INC. 401(K) PROFIT SHARING PLAN

$1.0M · 48 participants

MITCHELLS FLOOR COVERINGS

MFC 401(K) PLAN

$1.0M · 8 participants

NICK LEGAKIS HOME IMPROVEMENTS, INC

EASTSIDERS 401(K) PROFIT SHARING PLAN

$1.0M · 2 participants

TEXIM INCORPORATED

TEXIM INCORPORATED PROFIT SHARING PLAN

$1.0M · 3 participants

TRI-CO FLOORS, INC.

TRI-CO FLOORS, INC. CASH BALANCE PLAN & TRUST

$1.0M · 17 participants