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Original filing (PDF)20251015131626NAL0004953041001
HELLAS CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
HELLAS CONSTRUCTION, INC 401(K) PLAN
Defined-contribution retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
1,180
Accounts w/ balance
536
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
How this plan invests
This plan
47 pooled trusts
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELLAS CONSTRUCTION, INC..
Plan sponsor
Name
HELLAS CONSTRUCTION, INC.
EIN
27-0074538
Address
12000 WEST PARMER LANE · CEDAR PARK, TX · 78613
Phone
(512) 250-2910
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO WEALTH MANAGEMENT LLC | 58-2484343 | — | NONE | $29K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | NONE | $7K | — |
Investments
3 direct securities · 47 pooled funds· $20.6M(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.
Pooled Separate Account
$19.9M
47 holdings
Uncategorized
$735K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.3M | 11.0% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 7.9% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 7.7% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 6.8% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 6.7% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 6.6% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 5.0% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $910K | 4.5% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $881K | 4.3% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $878K | 4.3% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $716K | 3.5% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $637K | 3.1% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $594K | 2.9% | |
| Participant loans* 10.50% with various maturities | — | — | — | $589K | 2.9% | |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $404K | 2.0% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $400K | 2.0% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $379K | 1.9% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $365K | 1.8% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $319K | 1.6% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $318K | 1.6% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $267K | 1.3% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $247K | 1.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $196K | 1.0% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $183K | 0.9% | |
| EuroPacific Growth Fund Pooled separate account | — | — | — | $143K | 0.7% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $143K | 0.7% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $131K | 0.6% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $120K | 0.6% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $103K | 0.5% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $99K | 0.5% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $94K | 0.5% | |
| DODGE & COX STOCK FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $94K | 0.5% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $90K | 0.4% | |
| FIDELITY ADVISOR ENERGY FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $79K | 0.4% | |
| PIMCO REAL RETURN JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $72K | 0.4% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 0.3% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 0.3% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 0.3% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 0.3% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 0.3% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 0.3% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.2% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.2% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.2% | |
| T. ROWE PRICE NEW ERA FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.2% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $33K | 0.2% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.1% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | <0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE, U.S.A · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| Interest- bearing cash | — | — | — | $3K | <0.1% |