Original filing (PDF)20251015091550NAL0004425809001

PITTS ENTERPRISES, INC.

Name: PITTS ENTERPRISES, INC. — PITTS ENTERPRISES, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: PITTS ENTERPRISES, INC.

Form 5500

FILING_RECEIVED

PITTS ENTERPRISES, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

54% in single holding34% employer stockNo recordkeeper disclosed

Active participants

181

Accounts w/ balance

527

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

How this plan invests

This plan

11 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PITTS ENTERPRISES, INC..

Plan sponsor

Name

PITTS ENTERPRISES, INC.

EIN

63-0703410

Address

5734 PITTSVIEW HWY · P.O. BOX 127 · PITTSVIEW, AL · 36871

Phone

(334) 855-4754

Industry

Manufacturingsee all

Plan administrator

Name

PITTS ENTERPRISES, INCORPORATED

EIN

63-0703410

City

PITTSVIEW, AL

Phone

(334) 855-4754

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

ROBINSON, GRIMES & COMPANY, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

11 direct securities· $4.3M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Interest-bearing cash * Servis 1st Bank Commercial money-market account	—	—	$2.3M	$2.3M	53.6%
Pitts Enterprises, Inc. Common stock; 30,000 shares	—	—	$1.4M	$1.5M	33.8%
Vanguard S&P 500 ETF	—	—	$171K	$198K	4.6%
Exchange-traded funds Ishares Core U.S. Aggregate Bond ETF	—	—	$168K	$171K

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