Back to filter
Original filing (PDF)20251002142043NAL0000600289001
BAZELLA WORKS
Form 5500
FILING_RECEIVED
BAZELLA GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
143
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAZELLA WORKS.
Plan sponsor
Name
BAZELLA WORKS
EIN
82-5235939
Address
949 SUMNER AVENUE · WHITEHALL, PA · 18052
Phone
(610) 821-1325
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BUCKNO LISICKY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $48K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using FULTON BANK, N.A.
FULTON FINANCIAL CORPORATION
FULTON FINANCIAL CORPORATION 401(K) RETIREMENT PLAN
$569.1M · 3,364 participants
NEW PIG CORPORATION
NEW PIG CORPORATION PROFIT SHARING 401(K) PLAN
$98.1M · 670 participants
ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD.
ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN
$50.3M · 282 participants
RETTEW ASSOCIATES, INC.
RETTEW ASSOCIATES INC 401(K) & PROFIT SHARING PLAN
$43.3M · 298 participants
LIFT, INC.
LIFT, INC. EMPLOYEE 401(K) INCENTIVE SAVINGS & PSP
$36.0M · 427 participants
STAUFFER BISCUIT COMPANY
STAUFFER BISCUIT COMPANY 401(K) PLAN
$32.9M · 602 participants
Similar-size Construction plans
OOSTBURG CONCRETE PRODUCTS, INC.
OOSTBURG CONCRETE PRODUCTS, INC. 401(K) PLAN
$9.7M · 123 participants
THE ROCK SOLID, INC.
ROCK SOLID EMPLOYEES 401(K) PLAN
$9.7M · 182 participants
BONE DRY ROOFING, INC.
BONE DRY ROOFING 401(K) TRUST PLAN
$9.7M · 354 participants
KEN CARYL GLASS, INC.
KEN CARYL GLASS, INC. 401(K) PLAN
$9.7M · 116 participants
AXIOM CONSTRUCTION & CONSULTING, LLC
AXIOM CONSTR & CONSULTING LLC 401(K) PS PLAN
$9.7M · 188 participants
GOLDFINCH BROS., INC.
GOLDFINCH BROS., INC. RETIREMENT PLAN
$9.6M · 30 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B