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Original filing (PDF)20250904131132NAL0033859762001
BMWC CONSTRUCTORS, INC.
Form 5500
FILING_RECEIVED
BMWC CONSTRUCTORS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
294
Accounts w/ balance
382
Plan assets (EOY)
$81.0M
Net assets (EOY)
$81.0M
How this plan invests
This plan
31 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 BMWC CONSTRUCTORS, INC..
Plan sponsor
Name
BMWC CONSTRUCTORS, INC.
EIN
35-2032531
Address
1740 WEST MICHIGAN STREET · INDIANAPOLIS, IN · 46222
Phone
(317) 267-0400
Industry
Constructionsee all
Plan administrator
Name
BMWC CONSTRUCTORS, INC.
EIN
35-2032531
City
INDIANAPOLIS, IN
Phone
(317) 267-0400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER AND MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $69K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | — | ST LOUIS, MO | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | — | FORT WAYNE, IL | TPA | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ SAPPER AND MILLER LLP | — | INDIANAPOLIS, IN | AUDITOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $50K | — |
Investments
31 direct securities· $76.9M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price All-Cap Opportunities Inv Fund 225,603 | — | — | — | $16.6M | 20.5% | |
| Vanguard 500 Index Admiral Fund 24,347 | — | — | — | $13.2M | 16.3% | |
| Vanguard Equity Income Fund 212,874 | — | — | — | $9.0M | 11.1% | |
| Fidelity International Capital Appreciation Fund K6 217,257 | — | — | — | $3.5M | 4.3% | |
| John Hancock Bond Fund R6 245,517 | — | — | — | $3.3M | 4.0% | |
| Victory Sycamore Established Value Fund A 69,724 | — | — | — | $3.2M | 4.0% | |
| Vanguard Total Bond Market Index Admiral Fund 284,747 | — | — | — | $2.7M | 3.3% | |
| Fidelity Advisor International Small-Cap Fund Z 80,206 | — | — | — | $2.5M | 3.0% | |
| DFA U.S. Targeted Value Portfolio Fund I 67,650 | — | — | — | $2.3M | 2.9% | |
| Vanguard Total International Stock Index Admiral Fund 67,649 | — | — | — | $2.1M | 2.6% | |
| MONEY MARKET FUND SHARES Vanguard Federal Money Market Fund 2,100,848 | — | — | — | $2.1M | 2.6% | |
| American Funds 2045 Target Date Retirement Fund R-5E 91,925 | — | — | — | $1.9M | 2.4% | |
| Schwab FDMTL Intl LG Co Index Fund 159,775 | — | — | — | $1.7M | 2.0% | |
| Carillon Eagle Mid Cap Growth Fund I 21,294 | — | — | — | $1.6M | 2.0% | |
| American Funds 2050 Target Date Retirement Fund R-5E 67,351 | — | — | — | $1.4M | 1.7% | |
| Columbia Small Cap Growth Institutional Fund I3 42,869 | — | — | — | $1.3M | 1.6% | |
| PIMCO Global Advantage Strategy BD Institutional Fund 111,108 | — | — | — | $1.1M | 1.4% | |
| Fidelity Emerging Markets Fund 29,068 | — | — | — | $1.1M | 1.4% | |
| American Funds 2025 Target Date Retirement Fund R-5E 70,538 | — | — | — | $1.1M | 1.3% | |
| American Funds 2055 Target Date Retirement Fund R-5E 40,224 | — | — | — | $1.0M | 1.3% | |
| American Funds 2030 Target Date Retirement Fund R-5E 55,589 | — | — | — | $953K | 1.2% | |
| PGIM High Yield Fund Z 166,045 | — | — | — | $794K | 1.0% | |
| American Funds 2035 Target Date Retirement Fund R-5E 27,841 | — | — | — | $526K | 0.6% | |
| Loomis Sayles Global Allocation Fund Y 21,227 | — | — | — | $521K | 0.6% | |
| American Funds 2040 Target Date Retirement Fund R-5E 22,186 | — | — | — | $451K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund R-5E 21,807 | — | — | — | $291K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund R-5E 15,034 | — | — | — | $262K | 0.3% | |
| REGISTERED INVESTMENT COMPANIES American Funds 2015 Target Date Retirement Fund R-5E 10,482 | — | — | — | $127K | 0.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 5.25% to 10.50%, with maturities through August 2033 0 | — | — | — | $121K | 0.1% | |
| American Funds 2060 Target Date Retirement Fund R-5E 6,291 | — | — | — | $112K | 0.1% | |
| Thornburg Limited Term Income Fund R6 1,234 | — | — | — | $16K | <0.1% |