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Original filing (PDF)20250829084444NAL0006019971001
GARVER, LLC
Form 5500
FILING_RECEIVED
GARVER RETIREMENT PLAN
401(k) retirement plan
Active participants
1,484
Accounts w/ balance
1,750
Plan assets (EOY)
$176.0M
Net assets (EOY)
$176.0M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARVER, LLC.
Plan sponsor
Name
GARVER, LLC
EIN
01-0733400
Address
4701 NORTHSHORE DRIVE · NORTH LITTLE ROCK, AR · 72118
Phone
(501) 376-3633
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $114K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIDIAN MANAGEMENT CO | 71-0496439 | — | ADVISOR/INVESTMENT ADV | $95K | — |
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $12K | — |
Investments
21 direct securities · 1 pooled fund· $175.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$172.0M
21 holdings
Common Collective Trust
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $35.7M | 20.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $19.7M | 11.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $16.4M | 9.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $14.0M | 7.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $13.7M | 7.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $9.8M | 5.6% | |
| Vanguard Small Cap Index Fund | — | — | — | $9.1M | 5.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $8.3M | 4.7% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $7.3M | 4.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $6.4M | 3.6% | |
| Self-directed brokerage accounts Various units | — | — | — | $6.0M | 3.4% | |
| iShares MSCI EAFE International Index Fund | — | — | — | $4.6M | 2.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $4.1M | 2.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $3.6M | 2.0% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $2.9M | 1.7% | |
| Fidelity Emerging Markets Fund | — | — | — | $2.3M | 1.3% | |
| with various maturities - | — | — | — | $2.2M | 1.3% | |
| Fidelity Government Money Market Fund | — | — | — | $2.1M | 1.2% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $1.9M | 1.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.5M | 0.8% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $259K | 0.1% |
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