Original filing (PDF)20251027124915NAL0005794465001

J. H. PENCE COMPANY

Name: J. H. PENCE COMPANY — J.H. PENCE COMPANY RETIREMENT SAVINGS PLAN & TRUST, Form 5500 (2024)
Creator: J. H. PENCE COMPANY

Form 5500-SF

FILING_RECEIVED

J.H. PENCE COMPANY RETIREMENT SAVINGS PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 J. H. PENCE COMPANY.

Plan sponsor

Name

J. H. PENCE COMPANY

EIN

54-0838544

Address

1334 8TH STREET, SW · ROANOKE, VA · 24015

Phone

—

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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