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Original filing (PDF)20251008111919NAL0003227651001
MAC CONSTRUCTION & EXCAVATING, INC.
Form 5500
FILING_RECEIVED
MAC CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Active participants
283
Accounts w/ balance
287
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
How this plan invests
This plan
26 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
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAC CONSTRUCTION & EXCAVATING, INC..
Plan sponsor
Name
MAC CONSTRUCTION & EXCAVATING, INC.
EIN
35-1487672
Address
1908 UNRUH COURT · NEW ALBANY, IN · 47150
Phone
(812) 941-7895
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
2025-10-08
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS ADMINSTRATORS, LLC | 61-1291181 | LEXINGTON, KY | TPA | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAC CONSTRUCTION | — | NEW ALBANY, IN | EMPLOYER | $14K | — |
Investments
26 direct securities· $25.1M(100% of reported assets)
Uncategorized
$25.0M
25 holdings
Mutual Funds
$44K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Fund *American Funds Money Market Fund 3,097,394 shares | — | — | $3.1M | $3.1M | 12.4% | |
| American Funds Growth Fund of America Fund 34,465 shares | — | — | $34K | $2.5M | 9.9% | |
| American Funds 2070 Target Date Fund 78 shares 844 *American Funds Balanced Fund 67,652 shares | — | — | $68K | $2.3M | 9.2% | |
| Janus Balanced Fund 31,753 shares | — | — | $32K | $1.4M | 5.7% | |
| American Funds 2055 Target Date Fund 52,995 shares | — | — | $53K | $1.4M | 5.4% | |
| American Funds 2030 Target Date Fund 77,939 shares | — | — | $78K | $1.3M | 5.3% | |
| American Funds Washington Mutual Fund 20,855 shares | — | — | $21K | $1.3M | 5.1% | |
| American Funds 2045 Target Date Fund 58,460 shares | — | — | $58K | $1.2M | 4.8% | |
| American Funds 2040 Target Date Fund 57,659 shares | — | — | $58K | $1.2M | 4.6% | |
| American Funds 2050 Target Date Fund 56,614 shares | — | — | $57K | $1.2M | 4.6% | |
| American Funds New Perspective Fund 19,224 shares | — | — | $19K | $1.2M | 4.6% | |
| American Funds 2025 Target Date Fund 76,327 shares | — | — | $76K | $1.1M | 4.5% | |
| Franklin Growth Fund 7,812 shares | — | — | $8K | $1.0M | 4.1% | |
| American Funds Income Fund of America Fund 36,961 shares | — | — | $37K | $898K | 3.6% | |
| American Funds 2035 Target Date Fund 46,571 shares | — | — | $47K | $870K | 3.5% | |
| American Funds Fundamental Investors Fund 7,985 shares | — | — | $8K | $642K | 2.6% | |
| American Funds Capital World Growth and Income Fund 9,634 shares | — | — | $10K | $607K | 2.4% | |
| American Funds 2060 Target Date Fund 29,558 shares | — | — | $30K | $521K | 2.1% | |
| American Funds New World Fund 6,492 shares | — | — | $6K | $491K | 2.0% | |
| American Funds Bond Fund of America 29,079 shares | — | — | $29K | $324K | 1.3% | |
| American Funds 2065 Target Date Fund 13,571 shares | — | — | $14K | $235K | 0.9% | |
| American Funds 2020 Target Date Fund 11,164 shares | — | — | $11K | $148K | 0.6% | |
| Columbia Strategic Income Fund 5,344 shares | — | — | $5K | $117K | 0.5% | |
| s *American Funds 2010 Target Date Fund 3,784 shares | Mutual Funds | — | $4K | $44K | 0.2% | |
| Lord Abbett Short Duration Income Fund 6,371 shares | — | — | $6K | $25K | <0.1% | |
| American Funds 2015 Target Date Fund 1,003 shares | — | — | $1K | $12K | <0.1% |
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