Original filing (PDF)20241015175751NAL0015207123001

RALPH G. DEGLI OBIZZI & SONS, INC.

Name: RALPH G. DEGLI OBIZZI & SONS, INC. — RALPH G. DEGLI OBIZZI & SONS, INC. 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: RALPH G. DEGLI OBIZZI & SONS, INC.

Form 5500

FILING_RECEIVED

RALPH G. DEGLI OBIZZI & SONS, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 RALPH G. DEGLI OBIZZI & SONS, INC..

Plan sponsor

Name

RALPH G. DEGLI OBIZZI & SONS, INC.

EIN

51-0116983

Address

400 ROBINSON LN · WILMINGTON, DE · 198054614

Phone

(302) 652-3593

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE	20-3627707	—	RECORD KEEPER	$40K	—

Investments

1 pooled fund· $2.1M(19% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
POOLED SEPARATE ACCOUNT 65 EQUITABLE · EIN 20-3627707 / PN 065	Pooled Separate Account	$2.1M	18.7%

1–1 of 1

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