Plan Ledger DOL Form 5500 · updated monthly

Custom Vault CorporationESOP

CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · BETHEL, CT · plan year 2024

Plan assets · 2024
$6.5M

Custom Vault Corporation's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $6,502,146 across 335 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Connecticut (859th of 1,106), and 3,667th of 5,337 in construction.

Plan summary
Net assets, end of year$6,502,146
Participants with balances335
Active participants1
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$19,409
Benefits paid to participants$7,759
Plan auditUnmodified (clean) audit opinion
AuditorREYNOLDS & ROWELLA LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $475K emplr
2024$6.5M · 335 accts
2023$6.0M · 335 accts
2022$5.8M · 335 accts
Administrative cost history4
2025Not separately reported
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansConstruction · Connecticut
Banton Construction Company CT$10.1M · 0.67%
Nosal Builders, Inc. CT$8.0M · 0.26%
Haynes Group Inc. CT$5.9M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061393463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.