· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ESSEX GENERAL CONSTRUCTION, INC. — ESSEX GENERAL CONST., INC. RET SAV PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250903191954NAL0032214690001
ESSEX GENERAL CONSTRUCTION, INC.
Form 5500-SF
FILING_RECEIVED
ESSEX GENERAL CONST., INC. RET SAV PLAN
401(k) retirement plan
Active participants
61
Accounts w/ balance
96
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ESSEX GENERAL CONSTRUCTION, INC.
.
Find decision makers
Plan sponsor
Name
ESSEX GENERAL CONSTRUCTION, INC.
EIN
93-0954075
Address
4284 WEST 7TH AVENUE · EUGENE, OR · 97402
Phone
(541) 342-4509
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
BUILDING INNOVATION GROUP, INC.
BUILDING INNOVATION GROUP, INC. PENSION PLAN
$8.7M · 30 participants
DELPHI CONSTRUCTION, INC.
DELPHI CONSTRUCTION 401(K) PLAN
$8.7M · 64 participants
FITE BUILDING COMPANY, LLC
FITE CONSTRUCTION COMPANY, LLC 401(K) PLAN
$8.7M · 106 participants
WASHINGTON PATRIOT CONSTRUCTION, LLC
WASHINGTON PATRIOT CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN
$8.7M · 28 participants
KEENE MANAGEMENT, INC.
KEENE, INC. 401(K) PLAN
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.
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.7M · 149 participants
KADEAN CONSTRUCTION COMPANY, INC.
KADEAN CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN
$8.7M · 73 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
