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Original filing (PDF)20251007121004NAL0004542769001
MESSER CONSTRUCTION CO.
Form 5500
FILING_RECEIVED
MESSER CONSTRUCTION CO. HOURLY EMPLOYEES' RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 3
48% in single holdingNo recordkeeper disclosed6 service providers
Active participants
669
Accounts w/ balance
1,159
Plan assets (EOY)
$37.9M
Net assets (EOY)
$37.9M
How this plan invests
This plan
78 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Index TR" is 48% of plan.
- 51 bps in Schedule C fees — 74% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MESSER CONSTRUCTION CO..
Plan sponsor
Name
MESSER CONSTRUCTION CO.
EIN
31-0740877
Address
643 W COURT STREET · CINCINNATI, OH · 452031511
Phone
(513) 242-1541
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PARMS & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC | 25-1211909 | — | CUSTODIAN | $8K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMCB MGMT | 13-4994650 | — | INVESTMENT MANAGER | $44K | — |
| MARINER INSTITUTIONAL LLC | 59-3676225 | — | INVESTMENT ADVISORY | $24K | — |
| SAWGRASS ASSET MGMT | 59-3488505 | — | INVESTMENT MANAGEMENT | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | PLAN ADMINISTRATOR | $79K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARMS & COMPANY | 01-0548473 | — | OTHER SERVICES | $25K | — |
Investments
78 direct securities· $37.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Index TR | — | — | $12.7M | $18.2M | 47.9% | |
| JPMCB Strategic Property Fund | — | — | $3.9M | $3.8M | 10.1% | |
| PIMCO Diversified Income Fund | — | — | $2.8M | $2.6M | 6.8% | |
| WCM Focused Intl Growth Ins | — | 143,660.073 | $1.3M | $1.8M | 4.7% | |
| Harbor Intl Small Cap-Retire | — | — | $1.7M | $1.7M | 4.5% | |
| American Euro pacific Growth Fund | — | 60,988.515 | $1.5M | $1.7M | 4.4% | |
| USA Treasury Notes | — | — | $1.2M | $1.1M | 3.0% | |
| Federated HERMES Government | — | — | $1.0M | $1.0M | 2.8% | |
| USA Treasury Notes | — | — | $718K | $673K | 1.8% | |
| Federal Natl Mtg Assn (MA5107) | — | — | $253K | $252K | 0.7% | |
| Federal Natl Mtg Assn (FS9453) | — | — | $228K | $225K | 0.6% | |
| Federal Natl Mtg Assn (MA5530) | — | — | $195K | $192K | 0.5% | |
| Federal Natl Mtg Assn (CB6031) | — | — | $178K | $179K | 0.5% | |
| Wells Fargo & Company | — | — | $169K | $173K | 0.5% | |
| Federal Natl Mtg Assn (FS9095) | — | — | $180K | $171K | 0.5% | |
| Federal Home Loan Mtg Corp (SD1189) | — | — | $165K | $160K | 0.4% | |
| Pfizer Investment Center | — | — | $146K | $146K | 0.4% | |
| Federal Natl Mtg Assn (CB3372) | — | — | $137K | $135K | 0.4% | |
| Federal Home Loan Mtg Corp (SD8372) | — | — | $135K | $135K | 0.4% | |
| Federal Home Loan Mtg Corp (SD8245) | — | — | $135K | $130K | 0.3% | |
| Broadcom Inc | — | — | $120K | $116K | 0.3% | |
| Federal Farm Credit Bank (QJ9665) | — | — | $117K | $116K | 0.3% | |
| Oracle Corp | — | — | $120K | $114K | 0.3% | |
| Federal Natl Mtg Assn (BW9776) | — | — | $103K | $102K | 0.3% | |
| Federal Natl Mtg Assn (RJ2664) | — | — | $98K | $95K | 0.3% | |
| Duke Energy Florida | — | — | $96K | $94K | 0.2% | |
| Duke Energy | — | — | $94K | $93K | 0.2% | |
| Merck & Co. Inc | — | — | $97K | $93K | 0.2% | |
| Federal Home Loan Mtg Corp (SD1565) | — | — | $92K | $89K | 0.2% | |
| Federal Natl Mtg Assn (MA5245) | — | — | $85K | $83K | 0.2% | |
| WEC Energy Group Inc | — | — | $90K | $81K | 0.2% | |
| Cisco Systems Inc | — | — | $80K | $80K | 0.2% | |
| US Ban Corp | — | — | $80K | $80K | 0.2% | |
| Goldman Sachs Group Inc | — | — | $74K | $78K | 0.2% | |
| Federal Natl Mtg Assn (MA4438) | — | — | $97K | $76K | 0.2% | |
| IBM Corp | — | — | $84K | $76K | 0.2% | |
| Alabama Power Co | — | — | $77K | $73K | 0.2% | |
| Federal Home Loan Mtg (SB8025) | — | — | $78K | $70K | 0.2% | |
| AT&T | — | — | $65K | $68K | 0.2% | |
| Federal Natl Mtg Assn (MA3864) | — | — | $72K | $65K | 0.2% | |
| Federal Natl Mtg Assn (CA0997) | — | — | $71K | $63K | 0.2% | |
| Amphenol Corp | — | — | $65K | $63K | 0.2% | |
| Federal Natl Mtg Assn (CB33770) | — | — | $63K | $62K | 0.2% | |
| United Health Group | — | — | $59K | $60K | 0.2% | |
| Federal Natl Mtg Assn (MA3650) | — | — | $63K | $60K | 0.2% | |
| Federal Natl Mtg Assn (BJ1662) | — | — | $65K | $58K | 0.2% | |
| Morgan Stanley | — | — | $60K | $57K | 0.2% | |
| Federal Natl Mtg Assn (CB6031) | — | — | $58K | $56K | 0.1% | |
| Federal Natl Mtg Assn (CB3897) | — | — | $54K | $54K | 0.1% | |
| Amgen Inc | — | — | $54K | $54K | 0.1% | |
| Federal Home Loan Mtg Corp (SD2269) | — | — | $53K | $51K | 0.1% | |
| Nstar Electric Co | — | — | $53K | $50K | 0.1% | |
| United Health Group | — | — | $51K | $49K | 0.1% | |
| Federal Natl Mtg Assn (MA5552) | — | — | $49K | $48K | 0.1% | |
| PNC Bank | — | — | $47K | $47K | 0.1% | |
| Federal Natl Mtg Assn (AS8056) | — | — | $55K | $46K | 0.1% | |
| Federal Natl Mtg Assn (MA2642) | — | — | $53K | $45K | 0.1% | |
| RTX Corp | — | — | $40K | $42K | 0.1% | |
| Cadence Design Sys | — | — | $40K | $39K | 0.1% | |
| Federal Farm Credit Bank (3133ENFN5) | — | — | $40K | $38K | <0.1% | |
| Federal Natl Mtg Assn (A04136) | — | — | $34K | $30K | <0.1% | |
| Virginia Electric & Power | — | — | $30K | $29K | <0.1% | |
| Federal Home Loan Mtg Corp (G08706) | — | — | $29K | $25K | <0.1% | |
| Verizon | — | — | $27K | $24K | <0.1% | |
| Bank of America Corp | — | — | $25K | $23K | <0.1% | |
| Union Electric Co | — | — | $21K | $20K | <0.1% | |
| Meta Platforms Inc | — | — | $20K | $20K | <0.1% | |
| John Deere Capital Corp | — | — | $20K | $19K | <0.1% | |
| Morgan Stanley | — | — | $20K | $19K | <0.1% | |
| Federal Home Loan Mtg Corp (A87957) | — | — | $16K | $15K | <0.1% | |
| Federal Natl Mtg Assn (A05472) | — | — | $10K | $9K | <0.1% | |
| Federal Natl Mtg Assn (AD8529) | — | — | $9K | $8K | <0.1% | |
| Federal Natl Mtg Assn (AA6951) | — | — | $8K | $8K | <0.1% | |
| Federal Natl Mtg Assn (MA1743) | — | — | $7K | $6K | <0.1% | |
| Federal Natl Mtg Assn (983077) | — | — | $6K | $6K | <0.1% | |
| JP Morgan Chase & Co | — | — | $5K | $5K | <0.1% | |
| Federal Natl Mtg Assn (AI1915) | — | — | $2K | $2K | <0.1% | |
| Federal Natl Mtg Assn (AA3297) | — | — | $2K | $2K | <0.1% |
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