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Original filing (PDF)20251009092650NAL0006364673001
PURCELL CONSTRUCTION CORP.
Form 5500
FILING_RECEIVED
PURCELL CONSTRUCTION CORP. EMPLOYEE SAVINGS AND PROTECTION PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
118
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURCELL CONSTRUCTION CORP..
Plan sponsor
Name
PURCELL CONSTRUCTION CORP.
EIN
16-1007753
Address
566 COFFEEN ST · WATERTOWN, NY · 136012460
Phone
(315) 782-1050
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FIRLEY MORAN FREER & EASSA CPA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | UTICA, NY | RECORD KEEPER | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE JAMES P REAGAN AGENCY | 16-1150253 | MARCELLUS, NY | REGISTERED INVESTMENT AD | $64K | — |
Investments
24 direct securities · 1 pooled fund· $19.8M(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
$17.7M
24 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $3.2M | 16.2% | |
| Pimco Comm Real Return Strat Mutual Fund 880 T Rowe Price All Cap Opps Inv Mutual Fund | — | — | — | $3.2M | 16.0% | |
| Vanguard Equity Income Admiral Mutual Fund | — | — | — | $2.2M | 11.3% | |
| American Funds American Mutual Fund | — | — | — | $2.1M | 10.7% | |
| FED HERMES CAP PRESERVATION FUND FEDERATED INVESTORS INC · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.1M | 10.4% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $1.7M | 8.5% | |
| T Rowe Price Small Cap Mutual Fund | — | — | — | $1.4M | 7.3% | |
| American Funds Bond FD AM Mutual Fund | — | — | — | $697K | 3.5% | |
| Dodge & Cox Income Mutual Fund | — | — | — | $690K | 3.5% | |
| Vanguard Target Retirement 2050 Target Fund | — | — | — | $508K | 2.6% | |
| Vanguard Target Retirement 2065 Target Fund 584 Vanguard Target Retirement 2070 Target Fund 1 Vanguard Target Retirement Income Target Fund | — | — | — | $363K | 1.8% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $340K | 1.7% | |
| T Rowe Price Cap Apprec Mutual Fund | — | — | — | $241K | 1.2% | |
| Vanguard Info Tech Index Admiral Mutual Fund | — | — | — | $181K | 0.9% | |
| Vanguard Target Retirement 2055 Target Fund | — | — | — | $145K | 0.7% | |
| Vanguard Target Retirement 2025 Target Fund | — | — | — | $131K | 0.7% | |
| Vanguard Target Retirement 2030 Target Fund | — | — | — | $125K | 0.6% | |
| Vanguard Target Retirement 2060 Target Fund | — | — | — | $108K | 0.5% | |
| Vanguard Target Retirement 2020 Target Fund | — | — | — | $94K | 0.5% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $74K | 0.4% | |
| Vanguard Target Retirement 2040 Target Fund | — | — | — | $73K | 0.4% | |
| Vanguard TTl Intl Stock Index Mutual Fund | — | — | — | $53K | 0.3% | |
| American Funds New World Mutual Fund | — | — | — | $23K | 0.1% | |
| Vanguard Real Estate Index Mutual Fund | — | — | — | $15K | <0.1% | |
| American Funds Europacific Mutual Fund | — | — | — | $14K | <0.1% |
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