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Original filing (PDF)20251015132938NAL0002366019001
CENTRIC CONSTRUCTION GROUP, LLC.
Form 5500
FILING_RECEIVED
CENTRIC CONSTRUCTION GROUP, LLC. 401(K) P/S PLAN
401(k) retirement plan
Active participants
173
Accounts w/ balance
216
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRIC CONSTRUCTION GROUP, LLC..
Plan sponsor
Name
CENTRIC CONSTRUCTION GROUP, LLC.
EIN
27-2216274
Address
P.O. BOX 7190 · OVERLAND PARK, KS · 66207
Phone
(913) 648-5526
Industry
All Other Professional Services· Professional & Technical Servicessee 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
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)
Audit & trust (Schedule H)
Auditor
HUTCHINS & HAAKE L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $22K | — |
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFB ADVISORS, LLC | 84-4383499 | — | ADVISORY | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX FAVORED BENEFITS, INC. | — | OVERLAND PARK, KS | TPA | $4K | — |
Investments
37 direct securities· $9.3M(99% of reported assets)
Uncategorized
$9.1M
36 holdings
Mutual Funds
$159K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $1.1M | 11.8% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $833K | 8.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $635K | 6.7% | |
| Dodge & Cox Stock Fund I | — | — | — | $582K | 6.2% | |
| Vanguard Balanced Index Adm | — | — | — | $559K | 5.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $538K | 5.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $508K | 5.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $461K | 4.9% | |
| Vanguard Mid Cap Index Adm | — | — | — | $304K | 3.2% | |
| Dodge & Cox Income Fund I | — | — | — | $291K | 3.1% | |
| American Funds EuroPacific Gr R6 | — | — | — | $278K | 3.0% | |
| Money Market * Vanguard Federal Money Market Inv | — | — | — | $261K | 2.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $247K | 2.6% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $221K | 2.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $216K | 2.3% | |
| Vanguard Mid-Cap Growth Index Adm | — | — | — | $212K | 2.2% | |
| Vanguard Mid-Cap Value Index Adm | — | — | — | $196K | 2.1% | |
| Participant Loans * Notes receivable from participants Interest rates ranging from 4.25% to 9.50%; maturities through August 2028 | — | — | — | $193K | 2.1% | |
| Vanguard Small-Cap Index Adm | — | — | — | $188K | 2.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $187K | 2.0% | |
| PIMCO Income Instl | Mutual Funds | — | — | $159K | 1.7% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $152K | 1.6% | |
| Vanguard Small-Cap Value Index Adm | — | — | — | $144K | 1.5% | |
| Vanguard Small-Cap Growth Index Adm | — | — | — | $136K | 1.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $131K | 1.4% | |
| Vanguard Value Index Adm | — | — | — | $127K | 1.3% | |
| Vanguard Growth Index Adm | — | — | — | $97K | 1.0% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $52K | 0.6% | |
| American Funds New Perspective R6 | — | — | — | $50K | 0.5% | |
| American Funds Fundamental Inv R6 | — | — | — | $47K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $40K | 0.4% | |
| Vanguard LifeStrategy Consv Growth Inv | — | — | — | $31K | 0.3% | |
| American Funds Capital Inc Bldr R6 | — | — | — | $28K | 0.3% | |
| Vanguard Real Estate Index Adm | — | — | — | $28K | 0.3% | |
| American Funds Inc Fund of Amer R6 | — | — | — | $28K | 0.3% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $10K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $2K | <0.1% |
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