Original filing (PDF)20260216074625NAL0004902785001

CHARLES W. BARGER & SON CONSTRUCTION CO., INC.

Name: CHARLES W. BARGER & SON CONSTRUCTION CO., INC. — CHARLES W. BARGER & SON CONSTRUCTION CO., INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: CHARLES W. BARGER & SON CONSTRUCTION CO., INC.

Form 5500-SF

FILING_RECEIVED

CHARLES W. BARGER & SON CONSTRUCTION CO., INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$171K

Net assets (EOY)

$171K

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 CHARLES W. BARGER & SON CONSTRUCTION CO., INC..

Plan sponsor

Name

CHARLES W. BARGER & SON CONSTRUCTION CO., INC.

EIN

54-0559401

Address

10 BORDENS SCHOOL LANE · LEXINGTON, VA · 24450

Phone

(540) 463-2106

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-16

Pension benefit codes

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 providers

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