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Original filing (PDF)20251013105652NAL0002507714001
THE CEMENTWORKS, LLC
Form 5500
FILING_RECEIVED
THE BLOC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
273
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CEMENTWORKS, LLC.
Plan sponsor
Name
THE CEMENTWORKS, LLC
EIN
22-3740752
Address
32 OLD SLIP · 15TH FLOOR · NEW YORK, NY · 10005
Phone
(212) 524-6200
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CONDON O'MEARA MCGINTY & DONNELLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MGMT | 22-3623353 | — | INVESTMENT ADVISORY | $0 | — |
| J. P. MORGAN SECURITIES LLC | 13-4110995 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN | $97K | — |
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $7K | — |
Investments
28 direct securities· $21.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2045 Fund - mutual fund | — | — | — | $5.1M | 23.7% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund - mutual fund | — | — | — | $2.2M | 10.1% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund - mutual fund | — | — | — | $2.1M | 9.5% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund - mutual fund | — | — | — | $2.0M | 9.3% | |
| Fidelity Investments Fidelity Total Market Index Fund - mutual fund | — | — | — | $1.5M | 7.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund - mutual fund | — | — | — | $1.5M | 6.7% | |
| Fidelity Investments Fidelity Large Cap GR Index Fund – mutual fund | — | — | — | $1.4M | 6.4% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund - mutual fund | — | — | — | $1.1M | 5.2% | |
| Dodge & Cox Dodge & Cox Stock X Fund – mutual fund | — | — | — | $782K | 3.6% | |
| Western Asset Management Co. Western Asset Cored Bond Fund - mutual fund | — | — | — | $510K | 2.4% | |
| Fidelity Investments Fidelity Government Money Market Fund - mutual fund | — | — | — | $466K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund - mutual fund | — | — | — | $464K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund - mutual fund | — | — | — | $433K | 2.0% | |
| Dimensional Fund Advisors Dimensional Fund Advisors US Small Cap Value I Fund – mutual fund | — | — | — | $266K | 1.2% | |
| William Blair & Company William Blair Small-Mid Cap Growth Fund - mutual fund | — | — | — | $229K | 1.1% | |
| Vanguard Midcap Value Index Fund - mutual fund | — | — | — | $222K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund - mutual fund | — | — | — | $214K | 1.0% | |
| GQG Partners GQG Partners Emerging Markets Equity Fund - mutual fund | — | — | — | $210K | 1.0% | |
| Vanguard International Growth Adm Fund - mutual fund | — | — | — | $207K | 1.0% | |
| PIMCO Income Fund - mutual fund | — | — | — | $163K | 0.8% | |
| Notes receivable from participants (interest rates of 4.25% to 9.50%) | — | — | — | $141K | 0.6% | |
| Principal Funds Inc Principal Investors Fund Inc. - Real Estate Securities Fund - mutual fund | — | — | — | $111K | 0.5% | |
| Harris Associates, L.P. Oakmark International Fund - mutual fund | — | — | — | $104K | 0.5% | |
| Federated Securities Corporation Federated Hermes Institutional High Yield Bond Fund - mutual fund | — | — | — | $82K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund - mutual fund 235 * T. Rowe Price T. Rowe Price Retirement 2020 Fund - mutual fund | — | — | — | $64K | 0.3% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged - mutual fund | — | — | — | $47K | 0.2% | |
| Goldman Sachs Asset Mgmt Goldman Sachs GQC Partners International OP 1 - mutual fund | — | — | — | $38K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund - mutual fund | — | — | — | $10K | <0.1% |
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