Back to filter
Original filing (PDF)20260127155757NAL0004946082001
D & E CONSTRUCTION, INC.
Form 5500-SF
FILING_RECEIVED
D & E CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
13
Plan assets (EOY)
$296K
Net assets (EOY)
$296K
Plan health score (directional)
81
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
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 D & E CONSTRUCTION, INC..
Plan sponsor
Name
D & E CONSTRUCTION, INC.
EIN
77-0446814
Address
14175 AVENUE 344 · VISALIA, CA · 93292
Phone
(559) 732-1601
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-11-01
Tax period
2025-10-31
Filed
2026-01-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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
THE TOWNSEND CORPORATION
THE TOWNSEND CORPORATION EMPLOYEE HEALTH CARE PLAN
$296K · 770 participants
VALCORP ENTERPRISES
VALCORP ENTERPRISES 401(K) PLAN
$296K · 19 participants
HAAK CONSTRUCTION LLC
HAAK CONSTRUCTION LLC 401K PLAN
$296K · 5 participants
HAWAII SHEETMETAL & MECHANICAL, INC.
HAWAII SHEETMETAL & MECHANICAL, INC. 401(K) PLAN
$296K · 16 participants
RENEWABLE CONSTRUCTION SERVICES INC.
THE CONTRACTORS RETIREMENT PLAN
$296K · 36 participants
FOX MIRROR & GLASS, INC.
FOX MIRROR & GLASS, INC. 401(K) PLAN
$296K · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
