How big is Concrete Holdings & Services, LL's plan?

Concrete Holdings & Services, LL's plan reported $2.1M in assets and 209 participants for 2024.

Original filing (PDF)20251015140404NAL0009622002001

Concrete Holdings & Services, LL

Name: Concrete Holdings & Services, LL — C & C Concrete, Form 5500 (2024)
Creator: Concrete Holdings & Services, LL
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

C & C Concrete 401(k) Plan

401(k) retirement plan · Concrete Holdings & Services, LL's C & C Concrete 401(k) Plan held $2.1M in plan assets for 209 participants in 2024, with ADP as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

209

Accounts w/ balance

131

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

PER Hornell signed Concrete Holdings & Services, LL's 2024 Form 5500 as plan administrator.

PER Hornell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Concrete Holdings & Services, LL's EIN is 27-1582804.

EIN 27-1582804

Plan number 001

Plan year 2024

ACK ID 20251015140404NAL0009622002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concrete Holdings & Services, LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concrete Holdings & Services, LL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

CONCRETE HOLDINGS & SERVICES, LL

EIN

all filings

Address

12599 NORTHWEST 107TH AVENUE · MEDLEY, FL · 33178

Phone

(786) 647-5757

Industry

Construction

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

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$6K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FINANCIAL DESIGNS WEALTH MANAGEMENT	86-3794991	—	INVESTMENT/FINANCIAL ADVI	$7K	—

Investments

35 direct securities · 1 pooled fund· $2.1M(100% 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.

Mutual Funds

$1.9M

24 holdings

Bonds / Notes

$104K

1 holding

Common Collective Trusts

$94K

4 holdings

Other securities

$45K

5 holdings

Common Collective Trust

$21K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
Vanguard Target Retirement 2035 Mutual fund	Mutual Funds	—	—	$432K	20.3%
Vanguard Target Retirement 2030 Mutual fund	Mutual Funds	—	—	$294K	13.8%
Vanguard Target Retirement 2045 Mutual fund	Mutual Funds	—	—	$235K	11.1%
Vanguard Target Retirement 2040 Mutual fund	Mutual Funds	—	—	$228K	10.8%
Vanguard Target Retirement 2050 Mutual fund	Mutual Funds	—	—	$221K	10.4%
Fidelity Balanced Fund - K Mutual fund	Mutual Funds	—	—	$123K	5.8%
Participant loans Interest rates at 5.25% - 10.50% -	Bonds / Notes	—	—	$104K	4.9%
Vanguard Target Retirement 2060 Mutual fund	Mutual Funds	—	—	$86K	4.1%
Vanguard 500 Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$48K	2.3%
Vanguard Target Retirement 2065 Mutual fund	Mutual Funds	—	—	$39K	1.9%
Vanguard Target Retirement 2055 Mutual fund	Mutual Funds	—	—	$38K	1.8%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$37K	1.7%
American Funds New Perspective R6 Mutual fund	Mutual Funds	—	—	$22K	1.1%
American Funds Am Balanced R6 Mutual fund	Mutual Funds	—	—	$22K	1.0%
INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	—	—	$21K	1.0%
Vanguard Small-Cap Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$21K	1.0%
AMF Growth and Income Port R6 Mutual fund	Other securities	—	—	$20K	0.9%
Vanguard Growth Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$20K	0.9%
American Funds Wash Mutual Inv R6 Mutual fund	Mutual Funds	—	—	$17K	0.8%
Voya Intermediate Bond Fund R6 Mutual fund	Other securities	—	—	$16K	0.7%
Vanguard Target Retirement 2025 Mutual fund	Mutual Funds	—	—	$12K	0.6%
Vanguard Target Retirement Income Mutual fund	Mutual Funds	—	—	$11K	0.5%
DFA Global Real Estate Sec Port Inst Mutual fund	Mutual Funds	—	—	$8K	0.4%
Vanguard Emr Mkts Stck Ind Fd Adm Mutual fund	Mutual Funds	—	—	$8K	0.4%
Vanguard Treasury Money Market Mutual fund	Mutual Funds	—	—	$7K	0.3%
Fidelity Growth Strategies K6 Mutual fund	Mutual Funds	—	—	$7K	0.3%
DFA Inflat-Prot Securities Port Inst Mutual fund	Mutual Funds	—	—	$6K	0.3%
Vanguard Mid-Cap Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$5K	0.2%
PGIM High Yield Fund R6 Mutual fund	Other securities	—	—	$4K	0.2%
DFA US Vector Equity Fund Inst Mutual fund	Mutual Funds	—	—	$3K	0.2%
DFA US Targeted Vl Port Ins Mutual fund	Mutual Funds	—	—	$3K	0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	0.1%
Yes No Amount a	Other securities	—	—	$3K	0.1%
Dodge & Cox Global Bond X Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Dimensional Global Allocation 25/75 I Mutual fund	Mutual Funds	—	—	$2K	<0.1%