Back to filter
Original filing (PDF)20251003093740NAL0000761651001
CONCRETE PUMP PARTNERS
Form 5500
FILING_RECEIVED
CONCRETE PUMP PARTNERS 401(K) PLAN
401(k) retirement plan
Signals · 3
26% in single holdingNo recordkeeper disclosed15 service providers
Active participants
194
Accounts w/ balance
256
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
87
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND" is 26% of plan.
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCRETE PUMP PARTNERS.
Plan sponsor
Name
CONCRETE PUMP PARTNERS
EIN
20-5082598
Address
3950 DICKERSON PIKE · NASHVILLE, TN · 372071304
Phone
(615) 299-9899
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-03
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)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
PURYEAR & NOONAN, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $42K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| JANUS FUNDS | 43-1804048 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENTS | 20-0623152 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| TRANSAMERICA | 04-6784256 | — | NONE | $0 | — |
Investments
19 direct securities · 1 pooled fund· $6.2M(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
$6.2M
19 holdings
Common Collective Trust
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND | — | — | — | $1.6M | 25.6% | |
| T. ROWE PRICE RETIREMENT 2040 INV MUTUAL FUND | — | — | — | $1.2M | 18.6% | |
| T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUND | — | — | — | $941K | 15.1% | |
| T. ROWE PRICE RETIREMENT 2030 INV MUTUAL FUND | — | — | — | $777K | 12.5% | |
| T. ROWE PRICE RETIREMENT 2050 INV MUTUAL FUND | — | — | — | $407K | 6.6% | |
| T. ROWE PRICE RETIREMENT 2055 INV MUTUAL FUND | — | — | — | $361K | 5.8% | |
| T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND | — | — | — | $334K | 5.4% | |
| T. ROWE PRICE RETIREMENT 2065 INV MUTUAL FUND | — | — | — | $188K | 3.0% | |
| T. ROWE PRICE RETIREMENT 2060 INV MUTUAL FUND | — | — | — | $157K | 2.5% | |
| FIDELITY BLUE CHIP GROWTH MUTUAL FUND | — | — | — | $87K | 1.4% | |
| FIDELITY 500 INDEX MUTUAL FUND | — | — | — | $78K | 1.3% | |
| T. ROWE PRICE DIVERSIFIED MID-CAP GR INV MUTUAL FUND | — | — | — | $48K | 0.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 MUTUAL FUND | — | — | — | $25K | 0.4% | |
| MFS VALUE A MUTUAL FUND | — | — | — | $20K | 0.3% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH | — | — | — | $16K | 0.3% | |
| JPMORGAN EQUITY INCOME R6 MUTUAL FUND | — | — | — | $12K | 0.2% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| NUVEEN LIFESTYLE AGGRESSIVE GROWTH R6 MUTUAL FUND | — | — | — | $5K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | — | — | — | $4K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 INV MUTUAL FUND | — | — | — | $3K | <0.1% |