Back to filter
Original filing (PDF)20250813121320NAL0012614960001
IVEY'S CONSTRUCTION, INC.
Form 5500-SF
FILING_RECEIVED
IVEY'S CONSTRUCTION, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
27
Accounts w/ balance
22
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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 IVEY'S CONSTRUCTION, INC..
Plan sponsor
Name
IVEY'S CONSTRUCTION, INC.
EIN
59-1496436
Address
4060 N. COURTENAY PARKWAY · MERRITT ISLAND, FL · 32953
Phone
(321) 453-3812
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
2025-08-13
Pension benefit codes
2E · Profit-sharing
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
PERFORMANCE PIPELINING, INC.
THE CONTRACTORS RETIREMENT PLAN
$6.2M · 102 participants
MANHATTAN MECHANICAL SERVICES, INC.
MANHATTAN MECHANICAL SERVICES 401(K) PLAN
$6.2M · 160 participants
R. ROESE CONTRACTING, INC.
R. ROESE CONTRACTING, INC. 401(K) PLAN
$6.2M · 65 participants
CURTIN CO.
CURTIN 401(K) PROFIT SHARING PLAN
$6.2M · 215 participants
SOURCE PLANNING & CONSTRUCTION, INC.
SOURCE PLANNING & CONSTRUCTION, INC. 401K PLAN
$6.2M · 37 participants
BOWMAN ASPHALT, INC.
THE CONTRACTORS RETIREMENT PLAN
$6.2M · 81 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants