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  2. Jerome H. Rhoads, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Jerome H. Rhoads, Inc.

EIN 23-1521282-construction-Latest filing 2025
Plans
3
Retirement
2
$15.7M assets
Health & Benefits
1
$699K premiums
Participants
527
205 HAZEL ST. - LANCASTER, PA 17603717-397-5277LinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#002401(k)-$8.8M - 196 part#003ESOP-$7.0M - 172 part#502Mixed-$699K - 185 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $15.7M assets / 368 participants

Assets by plan

Share of aggregate retirement assets

  • RHOADS ENERGY 401(K) (#002)$8.8M
  • EMPLOYEE STOCK OWNERSHIP (#003)$7.0M
Total $15.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • RHOADS ENERGY 401(K) (#002)196
  • EMPLOYEE STOCK OWNERSHIP (#003)172
Total 368Select a row to open it

Benefits portfolio analytics

1 plan / $699K premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$552K
  • Short-term disability$57K
  • Other$43K
  • Life$34K
  • Long-term disability$27K
  • Vision$12K
  • +1 more
Total $699K7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

RHOADS ENERGY 401(K) PLAN

401(k)

Assets$8.8M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

JEROME H. RHOADS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.0M
Participants172
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

JEROME H. RHOADS, INC. GROUP INSURANCE PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$699K
Covered lives185
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002RHOADS ENERGY 401(K) PLAN401(k)$8.8M1962025
#003JEROME H. RHOADS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$7.0M1722025
  • RHOADS ENERGY 401(K) PLAN$8.8M
    #002 · 401(k) · 2025196
  • JEROME H. RHOADS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$7.0M
    #003 · ESOP · 2025172

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502JEROME H. RHOADS, INC. GROUP INSURANCE PLANMixedHM LIFE INSURANCE COMPANY$699K1852025
  • JEROME H. RHOADS, INC. GROUP INSURANCE PLAN$699K
    #502 · Mixed · HM LIFE INSURANCE COMPANY · 2025185
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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