Back to filter
Original filing (PDF)20250416151623NAL0008690912001
J & R CONSTRUCTION & DEVELOPMENT, INC.
Form 5500-SF
FILING_RECEIVED
J & R CONSTRUCTION & DEVELOPMENT, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
34
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
100
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 J & R CONSTRUCTION & DEVELOPMENT, INC..
Plan sponsor
Name
J & R CONSTRUCTION & DEVELOPMENT, INC.
EIN
58-1701116
Address
281 TOM REEVES DRIVE · CARROLLTON, GA · 30117
Phone
(770) 834-7018
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
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
CAMPBELL, INC.
CAMPBELL, INC. 401(K) EMPLOYEE SAVINGS PLAN
$3.3M · 32 participants
GLOBE CONSTRUCTION CO.
401(K) PROFIT SHARING PLAN FOR LIPPERT BROS. INC.
$3.3M · 8 participants
DANIELS & DANIELS CONSTRUCTION CO.
DANIELS & DANIELS CONST 401K PLAN
$3.3M · 37 participants
ATHENS STEEL BUILDING CORP
ATHENS STEEL/SPARTAN BUILDING 401(K) PROFIT-SHARING PLAN
$3.3M · 69 participants
IRONMARK BUILDING COMPANY, LLC
IRONMARK BUILDING COMPANY, LLC 401K PLAN
$3.3M · 31 participants
THOMAS INDUSTRIES INC
THOMAS INDUSTRIES, INC. 401K PLAN
$3.3M · 57 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
