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Original filing (PDF)20250930182842NAL0013578512001
HILL & WILKINSON CONSTRUCTION GROUP, LTD
Form 5500
FILING_RECEIVED
HILL & WILKINSON CONSTRUCTION GROUP, LTD. 401(K) PLAN
401(k) retirement plan
Active participants
405
Accounts w/ balance
479
Plan assets (EOY)
$44.6M
Net assets (EOY)
$44.6M
How this plan invests
This plan
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 75% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILL & WILKINSON CONSTRUCTION GROUP, LTD.
Plan sponsor
Name
HILL & WILKINSON CONSTRUCTION GROUP, LTD
EIN
26-3786471
Address
2703 TELECOM PARKWAY · SUITE 120 · RICHARDSON, TX · 75082
Phone
(214) 299-4300
Industry
Constructionsee 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
2025-09-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROBITY ADVISORS INC | 35-2175673 | — | ADVISOR | $168K | — |
Investments
48 direct securities· $44.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | — | — | — | $7.0M | 15.6% | |
| Fidelity Freedom Index 2040 Fund Inst | — | — | — | $5.4M | 12.2% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $3.5M | 7.9% | |
| Fidelity Freedom Index 2050 Fund Inst | — | — | — | $3.3M | 7.4% | |
| Fidelity Freedom Index 2055 Fund Inst | — | — | — | $2.9M | 6.4% | |
| Fidelity Freedom Index 2045 Fund Inst | — | — | — | $2.2M | 5.0% | |
| Fidelity Freedom Index 2030 Fund Inst | — | — | — | $2.0M | 4.5% | |
| Fidelity Freedom Index 2060 Fund Inst | — | — | — | $1.9M | 4.3% | |
| Fidelity 500 Index Fund | — | — | — | $1.7M | 3.8% | |
| Fidelity International Index Fund | — | — | — | $1.4M | 3.1% | |
| Fidelity Freedom Index 2065 Fund Inst | — | — | — | $1.4M | 3.1% | |
| Fidelity Short-Term Bond Index Fund | — | — | — | $1.1M | 2.4% | |
| Fidelity Freedom Index 2035 Fund Inst | — | — | — | $1.1M | 2.4% | |
| MFS BL RSH MDCPEQ R6 | — | — | — | $1.0M | 2.3% | |
| MFS INTL EQUITY R6 | — | — | — | $889K | 2.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $784K | 1.8% | |
| Fidelity Small Cap Index Fund | — | — | — | $622K | 1.4% | |
| Fidelity Small Cap Growth Index Fund | — | — | — | $569K | 1.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $557K | 1.2% | |
| Fidelity Small Cap Value Index Fund | — | — | — | $485K | 1.1% | |
| Principal Funds, Inc. Principal Capital Appreciation Fund | — | — | — | $480K | 1.1% | |
| Fidelity INTM TR Bond Index Fund | — | — | — | $475K | 1.1% | |
| Commerce Bond Fund | — | — | — | $415K | 0.9% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $392K | 0.9% | |
| Putnam Large Cap Value Fund Class R6 | — | — | — | $389K | 0.9% | |
| Fidelity Freedom Index 2025 Fund Inst | — | — | — | $366K | 0.8% | |
| Fidelity Long- Term TR Bond Index Fund | — | — | — | $342K | 0.8% | |
| Principal Funds, Inc. Principal Blue Chip Fund | — | — | — | $264K | 0.6% | |
| JPMorgan Mid Cap Growth Fund Class R6 | — | — | — | $250K | 0.6% | |
| Fidelity Short-Term Treasury Bond Idx Fd | — | — | — | $247K | 0.6% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $212K | 0.5% | |
| Federated Hermes Institutional High Yield Bond Fund | — | — | — | $207K | 0.5% | |
| Fidelity Gov Money Market Fund Class K6 | — | — | — | $204K | 0.5% | |
| DL EMRG MKT FX INV I | — | — | — | $145K | 0.3% | |
| Fidelity Freedom Index 2015 Fund Inst | — | — | — | $117K | 0.3% | |
| Fidelity Freedom Index 2020 Fund Inst | — | — | — | $77K | 0.2% | |
| Fidelity Mid Cap Growth Index Fund | — | — | — | $56K | 0.1% | |
| Fidelity Real Estate Index Fund | — | — | — | $42K | <0.1% | |
| Fidelity Mid Cap Index Value Fund | — | — | — | $25K | <0.1% | |
| Principal Funds, Inc. Principal Real Estate Securities Fund R-6 | — | — | — | $23K | <0.1% | |
| JPMorgan Core Plus Bond Fund Class R6 | — | — | — | $23K | <0.1% | |
| Fidelity FDM IDX 2070 IPR | — | — | — | $20K | <0.1% | |
| PIMCO High Yield Fund | — | — | — | $16K | <0.1% | |
| PIMCO Long Duration Total Return Fund | — | — | — | $15K | <0.1% | |
| AF NEW WORLD R6 | — | — | — | $12K | <0.1% | |
| Baron SMALL CAP INST | — | — | — | $8K | <0.1% | |
| Fidelity Mid Cap Growth Index Fund | — | — | — | $7K | <0.1% | |
| Goldman Sachs Goldman Sachs Global Core Fixed Inc Fd | — | — | — | $6K | <0.1% |
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