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Original filing (PDF)20251013100338NAL0000466723001
KIMMINS CONTRACTING CORP.
Form 5500
FILING_RECEIVED
KIMMINS 401K SAVINGS PLAN
401(k) retirement plan
Active participants
174
Accounts w/ balance
115
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
37 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMMINS CONTRACTING CORP..
Plan sponsor
Name
KIMMINS CONTRACTING CORP.
EIN
16-0810270
Address
1501 EAST 2ND AVENUE · TAMPA, FL · 336055005
Phone
(813) 248-3878
Industry
Management of Companies / Holdingssee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FERLITA,WALSH,GONZALEZ&RODRIGUEZ PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 04-1590850 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CODE WAECHTER,LLC | 82-2649450 | TAMPA, FL | INVESTMENT ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KB PENSION SERVICES, INC. | 65-0721164 | LAKEWOOD RANCH, FL | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
1 direct security · 37 pooled funds· $8.9M(74% 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.
Pooled Separate Account
$8.9M
37 holdings
Uncategorized
$54K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL BLUE CHIP GROWTH R4 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.2M | 17.9% | |
| MM S&P 500 INDEX R4 MASSACHUSETTS MUTUAL LIFE INSURANCE CMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.5M | 12.5% | |
| MASSMUTUAL 60/40 ALLOCATION R4 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $811K | 6.7% | |
| MASSMUTUAL EQUITY OPPORTS R4 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $503K | 4.2% | |
| MASSMUTUAL RETIRE SMART BY JPM 2035 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $490K | 4.1% | |
| MASSMUTUAL MID CAP GROWTH A MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $389K | 3.2% | |
| MASSMUTUAL OVERSEAS A MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $313K | 2.6% | |
| SMALL/MID CAP GROWTH (DRIEHAUS) DRIEHAUS · EIN 04-1590850 / PN 046 | Pooled Separate Account | — | — | $308K | 2.6% | |
| MASSMUTUAL 40/60 ALLOCATION R4 MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $253K | 2.1% | |
| MASSMUTUAL 80/20 ALLOCATION R4 MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $222K | 1.8% | |
| INVESCO CORE BOND A INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $201K | 1.7% | |
| MASSMUTUAL RETIRESMART BY JPM 2040 MASSACHUSETTS MUTUAL LIFE INSURANCE CMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $138K | 1.1% | |
| MASSMUTUAL RETIRE SMART BY JPM 2055 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $132K | 1.1% | |
| MASSMUTUAL RETIRE SMART BY JPM 2045 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $131K | 1.1% | |
| MASS MUTUAL DIVERSIFIED VALUE R4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $129K | 1.1% | |
| MASSMUTUAL 20/80 ALLOCATION R4 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $129K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R3 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $123K | 1.0% | |
| MASSMUTUAL DISCIPLINED GR SVC MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $112K | 0.9% | |
| MASSMUTUAL RETIRESMART BY JPM 2030 MASSACHUSETTS MUTUAL LIFE INSURANCE CMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $97K | 0.8% | |
| MASSMUTUAL SMALL COMPANY VALUE A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $76K | 0.6% | |
| MASSMUTUAL GLOBAL ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $75K | 0.6% | |
| MASSMUTUAL HIGH YIELD SVC MASSACHUSETTS MUTUAL LIFE INSURANCE CMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $63K | 0.5% | |
| INVESCO VALUE OPPORTUNITIES A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $60K | 0.5% | |
| [DFE: MASSMUTUAL GLOBAL ADM (no filing on disk)] | — | — | — | $54K | 0.4% | |
| MASSMUTUAL GLOBAL ADM MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $54K | 0.4% | |
| MASSMUTUAL SMALL CAP GROWTH EQ R4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $54K | 0.4% | |
| MFS INTERNATIONAL INTRINSIC VALUE R MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $51K | 0.4% | |
| MASSMUTUAL RETIRESMART BY JPM 2060 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $51K | 0.4% | |
| INVESCO OPPENHEIMER INTERNATIONAL G INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $51K | 0.4% | |
| MASSMUTUAL RETIRE SMART BY JPM 2050 MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $42K | 0.3% | |
| MASSMUTUAL RETIRESMART BY JPM 2025 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $41K | 0.3% | |
| PIMCO INCOME R PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| AMERICAN CENTURY REAL ESTATE A AMERICAN CENTURY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $30K | 0.2% | |
| TEMPLETON GLOBAL BOND A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| AMERICAN CENTURY MID CAP VALUE A AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $14K | 0.1% | |
| MFS UTILITIES R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| MASSMUTUAL MAIN STREET ADM MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS NEW DISCOVERY R3 MASSACHUSETTS MUTUAL LIFE INSURANCE CMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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