Back to filter
Original filing (PDF)20251223151432NAL0011754449001
EARLE OPERATING HOLDING COMPANY, INC.
Form 5500
FILING_RECEIVED
THE EARLE OPERATING HOLDING COMPANY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.2 mo
Active participants
568
Accounts w/ balance
582
Plan assets (EOY)
$38.8M
Net assets (EOY)
$38.8M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
95
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARLE OPERATING HOLDING COMPANY, INC..
Plan sponsor
Name
EARLE OPERATING HOLDING COMPANY, INC.
EIN
84-4086198
Address
PO BOX DRAWER 556 · FARMINGDALE, NJ · 07727
Phone
(732) 308-1113
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
2025-12-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BLATT & DAUMAN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $30K | — |
| JOHN HANCOCK RETIREMENT PLAN SERV | — | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAFE MONEY SOLUTIONS, LLC | 36-4839464 | PALM COAST, FL | ADVISOR | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES, INC | 22-2446239 | BOSTON, MA | TPA | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABBEY E BLATT CPA PC | 35-0801610 | HAUPPAUGE, NY | AUDITOR | $6K | — |
Investments
37 direct securities· $37.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $6.4M | 16.4% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $4.1M | 10.7% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $4.1M | 10.5% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $3.9M | 10.2% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $3.1M | 8.0% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $2.8M | 7.1% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $2.0M | 5.2% | |
| Participant Loans*** Interest Rates 8.50% - 9.50% - | — | — | — | $1.4M | 3.7% | |
| Fidelity Eq Grwth Z | — | — | — | $1.1M | 2.8% | |
| Vanguard Wellington Fund Adm | — | — | — | $938K | 2.4% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $839K | 2.2% | |
| Vanguard Value Index Fd Adm | — | — | — | $777K | 2.0% | |
| Fidelity Mid Cap Index | — | — | — | $638K | 1.6% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $633K | 1.6% | |
| Blackrock Equity Index R | — | — | — | $554K | 1.4% | |
| Vanguard Small-Cap Index Fd Adm | — | — | — | $547K | 1.4% | |
| Fidelity Infl Prtct Bond Index | — | — | — | $494K | 1.3% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $426K | 1.1% | |
| Vanguard Real Estate Index Adm | — | — | — | $424K | 1.1% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $421K | 1.1% | |
| American Funds Europacific Growth R6 Fund | — | — | — | $311K | 0.8% | |
| Vanguard Lrg-Cap Index Adm | — | — | — | $298K | 0.8% | |
| John Hancock Stable Value Guaranteed Inc | — | — | — | $288K | 0.7% | |
| Blackrock High Yield Bond Portfolio | — | — | — | $285K | 0.7% | |
| DFA US Targeted Value | — | — | — | $281K | 0.7% | |
| American Funds New Wld R6 | — | — | — | $203K | 0.5% | |
| Vanguard Growth Index Fd Adm | — | — | — | $115K | 0.3% | |
| Vanguard Ttl Wrld Stk Index Adm | — | — | — | $84K | 0.2% | |
| Fidelity US Bd Index | — | — | — | $77K | 0.2% | |
| Fidelity International Index | — | — | — | $67K | 0.2% | |
| Vanguard Small Growth Adm | — | — | — | $66K | 0.2% | |
| JP Morgan US Govt MMkt Cap Cl | — | — | — | $51K | 0.1% | |
| PGIM Ttl Rtn Bd Z | — | — | — | $34K | <0.1% | |
| American Funds Cap Wld Bd R6 | — | — | — | $20K | <0.1% | |
| Vanguard Balance Index Adm | — | — | — | $14K | <0.1% | |
| Baron SmCap Inst | — | — | — | $7K | <0.1% | |
| Nuveen Lifecycle Index Rt Inc R6 | — | — | — | $1K | <0.1% |