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Original filing (PDF)20250807094816NAL0003612499001
WHITE CAP, L.P.
Form 5500
FILING_RECEIVED
WHITE CAP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,511
Accounts w/ balance
11,046
Plan assets (EOY)
$782.1M
Net assets (EOY)
$782.1M
How this plan invests
This plan
9 pooled trusts
Schedule D
29 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
- 17 bps in Schedule C fees — 186% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE CAP, L.P..
Plan sponsor
Name
WHITE CAP, L.P.
EIN
26-0100647
Address
2451 INDUSTRY AVE · ATLANTA, GA · 30360
Phone
(404) 879-7740
Industry
Constructionsee all
Plan administrator
Name
WHITE CAP RETIREMENT PLAN COMMITTEE
EIN
26-0100647
City
ATLANTA, GA
Phone
(404) 879-7740
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $1.2M | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $87K | — |
| BENNETT THRASHER LLP | 58-1673613 | — | NONE | $23K | — |
| SMITH, GAMBRELL & RUSSELL | 58-0967450 | — | NONE | $17K | — |
Investments
21 direct securities · 9 pooled funds· $703.6M(90% 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
$533.7M
21 holdings
Common Collective Trust
$169.9M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 532,368 # | — | — | — | $108.7M | 13.9% | |
| American Funds Target Date Retirement 2040 Class R-6 2,637,692 # | — | — | — | $54.2M | 6.9% | |
| American Funds Target Date Retirement 2035 Class R-6 2,741,310 # | — | — | — | $52.2M | 6.7% | |
| American Funds Target Date Retirement 2030 Class R-6 2,971,813 # | — | — | — | $51.4M | 6.6% | |
| STATE STREET GLOBAL ALL CAP EQUITY STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $49.2M | 6.3% | |
| American Funds Target Date Retirement 2045 Class R-6 2,148,075 # | — | — | — | $45.5M | 5.8% | |
| American Funds Target Date Retirement 2050 Class R-6 1,855,117 # | — | — | — | $38.8M | 5.0% | |
| American Funds Target Date Retirement 2055 Class R-6 1,217,153 # | — | — | — | $32.2M | 4.1% | |
| BNYM MID CAP STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 124 | Common Collective Trust | — | — | $29.3M | 3.8% | |
| STATE STREET U.S. BOND INDEX CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $27.6M | 3.5% | |
| American Funds Target Date Retirement 2025 Class R-6 1,812,493 # | — | — | — | $27.5M | 3.5% | |
| WILMINGTON TR COLLECTIVE INVT TR CLEARBRIDGE LARGE CAP 907,643 # | — | — | — | $22.7M | 2.9% | |
| FEDERATED HERMES TOTAL RETURN BOND GREAT GRAY TRUST COMPANY, LLC · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $21.7M | 2.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $21.7M | 2.8% | |
| January 2025 to May 2040 | — | — | — | $16.4M | 2.1% | |
| American Funds Target Date Retirement 2060 Class R-6 875,013 # | — | — | — | $15.7M | 2.0% | |
| MFS Value Fund Class I 310,010 # | — | — | — | $15.0M | 1.9% | |
| American Funds Target Date Retirement 2020 Class R-6 927,662 # | — | — | — | $12.5M | 1.6% | |
| American Funds Target Date Retirement 2015 Class R-6 898,852 # | — | — | — | $11.0M | 1.4% | |
| BNYM MELLON SMALL CAP 600 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 338 | Common Collective Trust | — | — | $9.4M | 1.2% | |
| CONGRESS MID CAP GROWTH CIT SEI TRUST COMPANY · EIN 87-2853207 / PN 153 | Common Collective Trust | — | — | $8.6M | 1.1% | |
| American Funds Target Date Retirement 2065 Class R-6 413,235 # | — | — | — | $7.2M | 0.9% | |
| JPMorgan Mid Cap Value Fund Class R6 177,191 # | — | — | — | $6.5M | 0.8% | |
| T. Rowe Price QM US Small-Cap Growth Equity I 145,019 # | — | — | — | $6.3M | 0.8% | |
| American Funds EuroPacific Growth R6 105,625 # | — | — | — | $5.7M | 0.7% | |
| COLTV SHORT TERM INVT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $2.4M | 0.3% | |
| Hartford Schroders Emerging Markets Equity Fund 135,982 # | — | — | — | $2.3M | 0.3% | |
| MFO MACQUARIE SMALL CAP VALUE FUND CLASS R6 27,040 # | — | — | — | $1.9M | 0.2% | |
| Cash and cash equivalents N/A # | — | — | — | $29K | <0.1% | |
| METWEST TOTAL RETURN BOND FUND CLAS WHITE CAP SUPPLY HOLDINGS, LLC · EIN 84-4321017 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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