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Original filing (PDF)20250528154825NAL0004497715001

CONGLETON-HACKER COMPANY

Form 5500-SF
FILING_RECEIVED
CONGLETON-HACKER COMPANY PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
42
Accounts w/ balance
44
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
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 CONGLETON-HACKER COMPANY.
Plan sponsor
Name
CONGLETON-HACKER COMPANY
EIN
61-0592669
Address
872 FLOYD DRIVE · LEXINGTON, KY · 40505
Phone
(859) 254-6481
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
051
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-28
Pension benefit codes
2D · Offset of another plan
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 providers

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