Back to filter
Original filing (PDF)20250922105031NAL0006599811001
KUBIC ENGINEERING & CONSTRUCTION, INC.
Form 5500-SF
FILING_RECEIVED
KUBIC ENGINEERING & CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
9
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUBIC ENGINEERING & CONSTRUCTION, INC..
Plan sponsor
Name
KUBIC ENGINEERING & CONSTRUCTION, INC.
EIN
52-1727939
Address
241 EDMOND RD · KEARNEYSVILLE, WV · 254304701
Phone
(304) 728-4384
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
CHA TECH SERVICES LLC
CHA TECH SERVICES LLC DBA CTS BUILDERS 401K
$1.3M · 20 participants
SCHROEDER CONSTRUCTION MANAGEMENT INC.
SCHROEDER CONSTRUCTION MANAGEMENT INC. 401(K) PLAN
$1.3M · 11 participants
WOODLAND HOMES OF HUNTSVILLE, INC.
WOODLAND HOMES 401(K) PLAN
$1.3M · 37 participants
GATEWAY CONSTRUCTION, LLC
GATEWAY CONSTRUCTION, LLC 401(K) PLAN
$1.3M · 21 participants
HIGH COUNTRY CONSTRUCTION CO.
HIGH COUNTRY CONSTRUCTION CO. 401(K) PLAN
$1.3M · 15 participants
CRISTOM CONSTRUCTION SERVICES, INC.
CRISTOM CONSTRUCTION 401(K) PLAN
$1.3M · 3 participants
Large plans in West Virginia
WVU HEALTH SYSTEM
WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN
$1.8B · 32,450 participants
ORRICK, HERRINGTON & SUTCLIFFE LLP
ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN
$1.2B · 1,870 participants
VANDALIA HEALTH, INC.
VANDALIA HEALTH SYSTEM 401(K) RETIREMENT SAVINGS P
$852.8M · 11,194 participants
WEST VIRGINIA LABORERS PENSION TRUST FUND
WEST VIRGINIA LABORERS PENSION TRUST FUND
$570.0M · 2,157 participants
I.U.O.E. LOCAL 132 PENSION FUND
I.U.O.E. LOCAL 132 PENSION FUND
$559.3M · 1,524 participants
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS
UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN
$469.6M · 195 participants