Original filing (PDF)20251011135659NAL0008551825001

SAM HILL & SONS, INC.

Name: SAM HILL & SONS, INC. — SAM HILL & SONS, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: SAM HILL & SONS, INC.

Form 5500-SF

FILING_RECEIVED

SAM HILL & SONS, INC. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$294K

Net assets (EOY)

$294K

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 SAM HILL & SONS, INC..

Plan sponsor

Name

SAM HILL & SONS, INC.

EIN

77-0114981

Address

2627 BEENE ROAD · VENTURA, CA · 93003

Phone

(805) 644-6278

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Construction plans

GEROLD CONSTRUCTION, LLC DBA GENERATION CONSTRUCTION

GENERATION CONSTRUCTION 401(K) PLAN

$294K · 4 participants

WORK ZONE CONTRACTORS LLC

WORK ZONE CONTRACTORS LLC CASH BALANCE PENSION PLAN

$294K · 15 participants

FIRST STATE FABRICATION

FIRST STATE FABRICATION 401(K) PLAN

$294K · 12 participants

CAPABILITY MARBLE & GRANITE CO. INC.

CAPABILITY MARBLE & GRANITE CO. INC. 401K PLAN

$295K · 16 participants

FUSSY MONKEY DBA KITCHEN TUNE-UP AVON

KITCHEN TUNE-UP AVON 401K PLAN