J.w. Pepper & Son, Inc. 401(k) Plan: Login, Facts & Contact Information

J.w. Pepper & Son, Inc. 401(k) Plan Facts

Plan name
J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
J.W. PEPPER & SON, INC.
Participants
223 (164 active employees)
Former employees with a balance
50
Plan assets
$23,310,389 at Jun 30, 2025
Average account balance
$120,779 across 193 accounts
Employer contributions
$460,645 in plan year 2024 (37% of all contributions)
Recordkeeper
Conrad Siegel
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Aug 1, 1966
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Jan 22, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.26 million went into the plan in contributions, $460,645 of it from the employer (37%).
  • $3.44 million was paid out to participants.
  • Investment and other income added $2.88 million.
  • Administrative expenses were $38,714, about $201 per account.

How the J.w. Pepper & Son, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019240$26.4 million$460,588$1.10 million
2020269$24.2 million$150,859$6.35 million
2021235$24.0 million$130,081$4.13 million
2022204$17.6 million$407,335$3.40 million
2023222$22.6 million$442,204$768,425
2024223$23.3 million$460,645$3.44 million

J.w. Pepper & Son, Inc. 401(k) Contact Information

Phone
610-648-0500
Mailing address
P.O. BOX 642, EXTON PA 19341
Plan sponsor
J.W. PEPPER & SON, INC.
Employer identification number (EIN)
23-0963171
Plan number
001

Questions about the J.w. Pepper & Son, Inc. 401(k)

Does J.w. Pepper & Son, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $460,645, 37% of all contributions.

Does the J.w. Pepper & Son, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the J.w. Pepper & Son, Inc 401(k) plan?

223 participants at the start of plan year 2024, 164 of them active employees, and 50 former employees who still had money in the plan.

What is the average 401(k) balance at J.w. Pepper & Son, Inc?

About $120,779 per account: $23.3 million in plan assets across 193 accounts with a balance at the end of plan year 2024.

Who manages the J.w. Pepper & Son, Inc 401(k) accounts?

CONRAD SIEGEL is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at J.w. Pepper & Son, Inc. How do I access my 401(k)?

Your account stays with CONRAD SIEGEL after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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