Form 5500 Search
Back to filter
Original filing (PDF)20241008144704NAL0034127666001

BYLER HOLDINGS, LLC

Form 5500
FILING_RECEIVED
BYLER HOLDINGS 401(K) PLAN
401(k) retirement plan
Signals · 2
~115 bps in Sched C feesNo recordkeeper disclosed
Active participants
157
Accounts w/ balance
143
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • 115 bps in Schedule C fees — 122% above peer band of 52 bps.
  • 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 BYLER HOLDINGS, LLC.
Plan sponsor
Name
BYLER HOLDINGS, LLC
EIN
84-2196708
Address
201 IRON VALLEY DRIVE · LEBANON, PA · 17042
Phone
(717) 279-7409
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MURRAY WEALTH MANAGEMENT—LANCASTER, PAINVESTMENT MANAGER$21K—
Other
1
NameEINLocationRelationDirect compIndirect comp
PCS RETIREMENT, LLC23-3038464—CONTRACTOR ADMINISTRATOR$6K—

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 MURRAY WEALTH MANAGEMENT
QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY
QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY 401(K) PLAN
$7.0M · 191 participants
FAIRMOUNT HOMES
FAIRMOUNT HOMES 401(K) SAVINGS PLAN
$0
Similar-size Management of Companies / Holdings plans
PRIMARY HOLDINGS, INC.
PRIMARY HOLDINGS, INC. 401(K) PLAN
$2.3M · 142 participants
SIMPLIFI BUSINESS, INC.
SIMPLIFI BUSINESS, INC. 401(K) PROFIT SHARING PLAN
$2.3M · 88 participants
ARTIO MEDICAL, INC.
ARTIO MEDICAL, INC. 401(K) PLAN
$2.3M · 9 participants
ARLENE AND JOSEPH CHARITABLE F
ARLENE AND JOSEPH CHARITABLE F 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 16 participants
NORTH STAR HOLDING COMPANY, LLC
NORTH STAR HOLDING COMPANY, LLC CASH BALANCE PLAN AND TRUST
$2.3M · 5 participants
MILBRANDT MANAGEMENT, LLC
MILBRANDT MANAGEMENT 401(K) PLAN
$2.3M · 107 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