Back to filter
Original filing (PDF)20250922083842NAL0005777840001
G. LOPES CONSTRUCTION INC.
Form 5500
FILING_RECEIVED
G. LOPES CONSTRUCTION INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
198
Accounts w/ balance
278
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Puritan Mutual Fund" is 43% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G. LOPES CONSTRUCTION INC..
Plan sponsor
Name
G. LOPES CONSTRUCTION INC.
EIN
04-2765973
Address
490 WINTHROP STREET, ROUTE 44 · TAUNTON, MA · 02780
Phone
(508) 824-4834
Industry
Constructionsee 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY, 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 | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAY, GRAY & GRAY LLP | 04-2088368 | — | ACCOUNTANT/AUDITOR | $20K | — |
Investments
36 direct securities · 1 pooled fund· $16.3M(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
$16.1M
36 holdings
Common Collective Trust
$208K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Puritan Mutual Fund | — | — | — | $7.0M | 43.5% | |
| American Funds 2030 Target Date Class R6 Mutual Fund | — | — | — | $1.5M | 9.4% | |
| American Funds 2055 Target Date Class R6 Mutual Fund | — | — | — | $1.1M | 7.0% | |
| American Funds 2025 Target Date Class R6 Mutual Fund | — | — | — | $838K | 5.2% | |
| American Funds 2035 Target Date Class R6 Mutual Fund | — | — | — | $764K | 4.8% | |
| American Funds 2045 Target Date Class R6 Mutual Fund | — | — | — | $597K | 3.7% | |
| American Funds 2050 Target Date Class R6 Mutual Fund | — | — | — | $539K | 3.4% | |
| American Funds 2040 Target Date Class R6 Mutual Fund | — | — | — | $535K | 3.3% | |
| American Funds 2060 Target Date Class R6 Mutual Fund | — | — | — | $406K | 2.5% | |
| Fidelity Select Technology Mutual Fund | — | — | — | $362K | 2.3% | |
| Mfs Conservative Allocation Fund Class R4 Mutual Fund | — | — | — | $317K | 2.0% | |
| American Funds 2020 Target Date Class R6 Mutual Fund | — | — | — | $295K | 1.8% | |
| maturing through 2029 - | — | — | — | $287K | 1.8% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $218K | 1.4% | |
| Jp Morgan U.S. Research Enhanced Equity Fund-I Mutual Fund | — | — | — | $218K | 1.4% | |
| Managed Income Portfolio Class 2 Common/ Collective Trust | — | — | — | $208K | 1.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $208K | 1.3% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $130K | 0.8% | |
| Jpmorgan Value Advantage Fund Class L Mutual Fund | — | — | — | $118K | 0.7% | |
| Jpmorgan Core Plus Bond Fund Class R6 Mutual Fund | — | — | — | $105K | 0.7% | |
| Jpmorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $68K | 0.4% | |
| American Funds 2015 Target Date Class R6 Mutual Fund | — | — | — | $59K | 0.4% | |
| Federated Hermes Mdt Cap Growth Fund Mutual Fund | — | — | — | $53K | 0.3% | |
| Mfs International Diversification Fund Class R4 Mutual Fund | — | — | — | $50K | 0.3% | |
| American Funds New World Fund Class R6 Mutual Fund | — | — | — | $47K | 0.3% | |
| American Funds The Bond Fund Of America Class R6 Mutual Fund | — | — | — | $45K | 0.3% | |
| Mfs Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $37K | 0.2% | |
| Jpmorgan Mid Cap Growth Fund Class R5 Mutual Fund | — | — | — | $36K | 0.2% | |
| Fidelity Government Money Market Fund Class K6 Mutual Fund | — | — | — | $33K | 0.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $26K | 0.2% | |
| Fidelity Real Estate Investment Portfolio Mutual Fund | — | — | — | $24K | 0.1% | |
| Western Asset Income Fund Class A Mutual Fund | — | — | — | $20K | 0.1% | |
| American Funds 2010 Target Date Class R6 Mutual Fund | — | — | — | $12K | <0.1% | |
| Fidelity Advisor Small Cap Value Z Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Clearbridge International Growth Fund Class I Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidelity Small Cap Idex Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using GLOBAL RETIREMENT PARTNERS LLC
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
$3.3B · 28,099 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
UNIVERSITY OF THE PACIFIC
UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN
$839.2M · 2,955 participants
ARUP US, INC.
ARUP US RETIREMENT SAVINGS PLAN
$723.2M · 1,483 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
Similar-size Construction plans
JAMES H. MALOY, INC.
JAMES H. MALOY, INC. PROFIT SHARING PLAN
$16.2M · 34 participants
W.A. RASIC CONSTRUCTION CO., INC.
W.A. RASIC CONSTRUCTION CO., INC. EMPLOYEES' PROFIT SHARING PLAN
$16.3M · 104 participants
PETRACCA & SONS, INC.
PETRACCA & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$15.8M · 6 participants
M.A. BONGIOVANNI, INC.
M.A. BONGIOVANNI, INC. 401(K) AND PROFIT SHARING PLAN
$16.3M · 34 participants
CS ENERGY, LLC
CS ENERGY, LLC 401(K) RETIREMENT PLAN
$15.8M · 143 participants
SIMPSON & BROWN, INC.
SIMPSON & BROWN, INC. 401(K) PROFIT SHARING PLAN
$15.7M · 37 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B