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Original filing (PDF)20250916141547NAL0001948449001
CAVAN CONSTRUCTION COMPANY, INC.
Form 5500
FILING_RECEIVED
CAVAN CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
186
Accounts w/ balance
121
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAVAN CONSTRUCTION COMPANY, INC..
Plan sponsor
Name
CAVAN CONSTRUCTION COMPANY, INC.
EIN
23-1689017
Address
274 BODLEY ROAD · ASTON, PA · 19014
Phone
(610) 356-2966
Industry
Constructionsee 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
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHISMAN GIORDANO & ASSOC LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $0 | — |
Investments
30 direct securities · 1 pooled fund· $10.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.3M
30 holdings
Common Collective Trust
$780K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $1.5M | 16.5% | |
| American Funds Fundamental Invs R3 Mutual Fund | — | — | — | $1.2M | 12.8% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $881K | 9.5% | |
| Cash, non-interest bearing Cash 724 * WTRISC Metlife Annuity 25554 CL 75 Common/Collective Trust | — | — | — | $780K | 8.4% | |
| METLIFE STABLE VALUE FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 001 | Common Collective Trust | — | — | $780K | 8.4% | |
| JP Morgan Large Cap Growth A Mutual Fund | — | — | — | $647K | 7.0% | |
| Victory Sycamore Established Value A Mutual Fund | — | — | — | $606K | 6.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $602K | 6.5% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $372K | 4.0% | |
| JP Morgan Small Cap Value Fund Mutual Fund | — | — | — | $337K | 3.6% | |
| AB Small Cap Growth A Mutual Fund | — | — | — | $322K | 3.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $281K | 3.0% | |
| JP Morgan Mid Cap Growth A Mutual Fund | — | — | — | $275K | 3.0% | |
| JP Morgan Core Plus Bond A Mutual Fund | — | — | — | $204K | 2.2% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $199K | 2.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $163K | 1.8% | |
| Invesco Gold & Special Minerals A Mutual Fund | — | — | — | $148K | 1.6% | |
| American Funds Europacific Growth R3 Mutual Fund | — | — | — | $116K | 1.2% | |
| Pioneer Strategic Income Fund Mutual Fund | — | — | — | $105K | 1.1% | |
| John Hancock Funds Disciplined Value Fund Mutual Fund | — | — | — | $91K | 1.0% | |
| MFS Intl Diversification R2 Mutual Fund | — | — | — | $88K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $88K | 0.9% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $76K | 0.8% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $59K | 0.6% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $48K | 0.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $31K | 0.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $26K | 0.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| JP Morgan Smart Retirement Income Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| JP Morgan Smart Retirement 2060 A Mutual Fund | — | — | — | $2K | <0.1% | |
| Pioneer U.S Government Money Market Fund Money Market | — | — | — | $2K | <0.1% |
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