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Original filing (PDF)20250729104740NAL0002630769001

JOHN EVANS' SONS LLC

Form 5500
FILING_RECEIVED
JOHN EVANS' SONS, INCORPORATED EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
72
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
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 JOHN EVANS' SONS LLC.
Plan sponsor
Name
JOHN EVANS' SONS LLC
EIN
88-1012146
Address
PO BOX 885 · ONE SPRING AVE · LANSDALE, PA · 19446
Phone
(215) 368-7700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-12-01
Tax period
2024-12-31
Filed
2025-07-29
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
ONEDIGITAL (PHILADELPHIA)84-3134502BROKER$2K
THE BENECON GROUP23-1315351BROKER$1K
Other
2
NameEINLocationRelationDirect compIndirect comp
MERITAIN HEALTH, AN AETNA COMPANY16-1264154ADMIN$498
CONNECTCARE 326-1768616PATIENT ADVOCATE$292

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.

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