Original filing (PDF)20251015021517NAL0001927523001

J. CALDARERA & COMPANY, INC.

Name: J. CALDARERA & COMPANY, INC. — J. CALDARERA & COMPANY, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: J. CALDARERA & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

J. CALDARERA & COMPANY, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

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. CALDARERA & COMPANY, INC..

Plan sponsor

Name

J. CALDARERA & COMPANY, INC.

EIN

72-0895861

Address

201 WOODLAND DRIVE · LAPLACE, LA · 70068

Phone

(985) 652-7676

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

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

1A · Pay-related DB formula

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

Welfare benefit codes

4B · Life Insurance

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

Related plans

Similar-size Construction plans

RIGHTMYER MACHINE RENTALS, INC.

RIGHTMYER MACHINE RENTALS, INC. EMPLOYEES' RETIREMENT PLAN

$5.4M · 29 participants

PH EXCAVATING, LLC

PH EXCAVATING, LLC RETIREMENT TRUST

$5.3M · 4 participants

PERFORMANCE CONTRACTORS INC.

PERFORMANCE CONTRACTORS, INC HEALTH BENEFIT TRUST

$5.3M · 2,263 participants

GUYMANN CONSTRUCTION OF FLORIDA, INC.

GUYMANN CONSTRUCTION 401 (K) PLAN

$5.4M · 46 participants

THE WESSON GROUP, LLC

ESHCA, INC RETIREMENT PLAN FOR THE EMPLOYEES OF THE WESSON GROUP, LLC