How big is G. Lopes Construction Inc.'s plan?

G. Lopes Construction Inc.'s plan reported $16.1M in assets and 198 participants for 2024.

Original filing (PDF)20250922083842NAL0005777840001

G. Lopes Construction Inc.

Name: G. Lopes Construction Inc. — G. Lopes Construction, Form 5500 (2024)
Creator: G. Lopes Construction Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

G. Lopes Construction Inc. 401(k) Plan

401(k) retirement plan · G. Lopes Construction Inc.'s G. Lopes Construction Inc. 401(k) Plan held $16.1M in plan assets for 198 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

43% in single holdingCorrective distributions issued

Active participants

198

Accounts w/ balance

278

Plan assets (EOY)

$16.1M

Net assets (EOY)

$16.1M

People on this filing

Deborah Dutra signed G. Lopes Construction Inc.'s 2024 Form 5500 as plan administrator.

Deborah Dutra — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

G. Lopes Construction Inc.'s EIN is 04-2765973.

EIN 04-2765973

Plan number 001

Plan year 2024

ACK ID 20250922083842NAL0005777840001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for G. Lopes Construction Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

G. Lopes Construction Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

G. LOPES CONSTRUCTION INC.

EIN

all filings

Address

490 WINTHROP STREET, ROUTE 44 · TAUNTON, MA · 02780

Phone

(508) 824-4834

Industry

Construction

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$31K	—

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.

Mutual Funds

$14.9M

24 holdings

Other securities

$907K

9 holdings

Common Collective Trusts

$236K

3 holdings

Common Collective Trust

$208K

1 holding

					% of plan
Fidelity Puritan Mutual Fund	Mutual Funds	—	—	$7.0M	43.5%
American Funds 2030 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$1.5M	9.4%
American Funds 2055 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$1.1M	7.0%
American Funds 2025 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$838K	5.2%
American Funds 2035 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$764K	4.8%
American Funds 2045 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$597K	3.7%
American Funds 2050 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$539K	3.4%
American Funds 2040 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$535K	3.3%
American Funds 2060 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$406K	2.5%
Fidelity Select Technology Mutual Fund	Mutual Funds	—	—	$362K	2.3%
Mfs Conservative Allocation Fund Class R4 Mutual Fund	Mutual Funds	—	—	$317K	2.0%
American Funds 2020 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$295K	1.8%
maturing through 2029 -	Other securities	—	—	$287K	1.8%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$218K	1.4%
Jp Morgan U.S. Research Enhanced Equity Fund-I Mutual Fund	Other securities	—	—	$218K	1.4%
Managed Income Portfolio Class 2 Common/ Collective Trust	Common Collective Trusts	—	—	$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	Mutual Funds	—	—	$130K	0.8%
Jpmorgan Value Advantage Fund Class L Mutual Fund	Other securities	—	—	$118K	0.7%
Jpmorgan Core Plus Bond Fund Class R6 Mutual Fund	Other securities	—	—	$105K	0.7%
Jpmorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$68K	0.4%
American Funds 2015 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$59K	0.4%
Federated Hermes Mdt Cap Growth Fund Mutual Fund	Other securities	—	—	$53K	0.3%
Mfs International Diversification Fund Class R4 Mutual Fund	Mutual Funds	—	—	$50K	0.3%
American Funds New World Fund Class R6 Mutual Fund	Mutual Funds	—	—	$47K	0.3%
American Funds The Bond Fund Of America Class R6 Mutual Fund	Mutual Funds	—	—	$45K	0.3%
Mfs Mid Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$37K	0.2%
Jpmorgan Mid Cap Growth Fund Class R5 Mutual Fund	Other securities	—	—	$36K	0.2%
Fidelity Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$33K	0.2%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$26K	0.2%
Fidelity Real Estate Investment Portfolio Mutual Fund	Mutual Funds	—	—	$24K	0.1%
Western Asset Income Fund Class A Mutual Fund	Other securities	—	—	$20K	0.1%
American Funds 2010 Target Date Class R6 Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Fidelity Advisor Small Cap Value Z Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Clearbridge International Growth Fund Class I Mutual Fund	Other securities	—	—	$3K	<0.1%
Fidelity Small Cap Idex Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1K	<0.1%