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Original filing (PDF)20251008082039NAL0013260866001
EAGLE REDI-MIX CONCRETE, LLC
Form 5500
FILING_RECEIVED
EAGLE REDI-MIX CONCRETE, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 3
29% in single holding~82 bps in Sched C feesNo recordkeeper disclosed
Active participants
228
Accounts w/ balance
244
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "JPMorgan Smart Retirement B 2035 Fund R6 Mutual Fund N/A" is 29% of plan.
- 82 bps in Schedule C fees — 58% 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 EAGLE REDI-MIX CONCRETE, LLC.
Plan sponsor
Name
EAGLE REDI-MIX CONCRETE, LLC
EIN
26-2336482
Address
817 E 4TH STREET · TULSA, OK · 74120
Phone
(918) 234-3200
Industry
Manufacturingsee 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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. & ANNUITY CO. | 71-0294708 | — | SERVICE PROVIDER | $42K | — |
| SCP RETIREMENT SERVICES, LLC | 71-0294708 | — | SERVICE PROVIDER | $4K | — |
| INTRUST BANK N.A. | 48-0477525 | — | SERVICE PROVIDER | $0 | — |
Investments
24 direct securities· $5.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Smart Retirement B 2035 Fund R6 Mutual Fund N/A | — | — | — | $1.6M | 28.7% | |
| JPMorgan Smart Retirement B 2045 Fund R6 Mutual Fund N/A | — | — | — | $620K | 11.0% | |
| JPMorgan Smart Retirement B 2040 Fund R6 Mutual Fund N/A | — | — | — | $574K | 10.2% | |
| JPMorgan Smart Retirement B 2050 Fund R6 Mutual Fund N/A | — | — | — | $546K | 9.7% | |
| JPMorgan Smart Retirement B 2025 Fund R6 Mutual Fund N/A | — | — | — | $434K | 7.7% | |
| Vanguard 500 Index Fund Adm Mutual Fund N/A | — | — | — | $266K | 4.7% | |
| JPMorgan Smart Retirement B 2030 Fund R6 Mutual Fund N/A | — | — | — | $253K | 4.5% | |
| JPMorgan SmartRet Bl 2065 F R6 Mutual Fund N/A 238 * Notes receivable from participants Maturing 2025-2034 at interest rates of 4.25% - 9.50% - | — | — | — | $217K | 3.8% | |
| VOYA Fixed Account Guaranteed Investment Contract N/A | — | — | — | $209K | 3.7% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund N/A | — | — | — | $148K | 2.6% | |
| JPMorgan Smart Retirement B 2060 Fund R6 Mutual Fund N/A | — | — | — | $121K | 2.1% | |
| JPMorgan Smart Retirement B 2055 Fund R6 Mutual Fund N/A | — | — | — | $98K | 1.7% | |
| JPMorgan Large Cap Growth Fund R6 Mutual Fund N/A | — | — | — | $92K | 1.6% | |
| JPMorgan Smart Retirement B 2020 Fund R6 Mutual Fund N/A | — | — | — | $71K | 1.3% | |
| Vanguard Mid Cap Index Fund Adm Mutual Fund N/A | — | — | — | $65K | 1.1% | |
| MFS International Diversification Fund R6 Mutual Fund N/A | — | — | — | $62K | 1.1% | |
| JPMorgan Smart Retirement B Income Fund Mutual Fund N/A | — | — | — | $52K | 0.9% | |
| JPMorgan Core Plus Bond Fund R6 Mutual Fund N/A | — | — | — | $48K | 0.8% | |
| Vanguard Small Cap Index fund Adm Mutual Fund N/A | — | — | — | $43K | 0.8% | |
| Allspring Special Mid Cap Value Fund R6 Mutual Fund N/A | — | — | — | $36K | 0.6% | |
| JPMorgan VI Advantage Fund R6 Mutual Fund N/A | — | — | — | $31K | 0.5% | |
| Janus Henderson Venture Fund N Mutual Fund N/A | — | — | — | $27K | 0.5% | |
| VOYA Government Money Market Fund A Money Market Mutual Fund N/A | — | — | — | $12K | 0.2% | |
| Undiscovered Managers Behavioral Value Mutual Fund N/A | — | — | — | $2K | <0.1% |
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