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Original filing (PDF)20251014151948NAL0006553522001
WALSH CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
WALSH GROUP EMPLOYEES PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,511
Accounts w/ balance
4,877
Plan assets (EOY)
$610.9M
Net assets (EOY)
$610.9M
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)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — 132% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALSH CONSTRUCTION COMPANY.
Plan sponsor
Name
WALSH CONSTRUCTION COMPANY
EIN
36-2231526
Address
929 WEST ADAMS STREET · CHICAGO, IL · 60607
Phone
(312) 563-5400
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $549K | — |
| CENTAURUS FINANCIAL | 33-0530236 | — | RETAINED BY EMPLOYER | $300K | — |
Investments
38 direct securities· $610.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $66.3M | 10.9% | |
| American Funds Target 2040 Fund R6 | — | — | — | $52.4M | 8.6% | |
| American Funds Target 2035 Fund R6 | — | — | — | $39.1M | 6.4% | |
| American Funds Target 2030 Fund R6 | — | — | — | $37.4M | 6.1% | |
| American Funds Target 2045 Fund R6 | — | — | — | $37.1M | 6.1% | |
| American Funds Target 2050 Fund R6 | — | — | — | $34.3M | 5.6% | |
| Stable value fund * New York Life Trust Company New York Life Guaranteed Interest Account | — | — | — | $33.6M | 5.5% | |
| New York Life Trust Company MainStay Large Cap Growth Fund I | — | — | — | $26.5M | 4.3% | |
| American Funds Target 2025 Fund R6 | — | — | — | $24.6M | 4.0% | |
| American Funds Target 2060 Fund R6 | — | — | — | $24.6M | 4.0% | |
| American Funds Mutual Fund R6 | — | — | — | $23.6M | 3.9% | |
| American Funds Target 2055 Fund R6 | — | — | — | $20.1M | 3.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $15.1M | 2.5% | |
| American Funds New Perspective Fund R6 | — | — | — | $14.3M | 2.3% | |
| PIMCO Total Return Institutional Fund | — | — | — | $13.0M | 2.1% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $12.3M | 2.0% | |
| Janus Overseas Fund | — | — | — | $11.9M | 2.0% | |
| American Funds Balanced Fund R6 | — | — | — | $11.8M | 1.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $11.1M | 1.8% | |
| PGIM High Yield Fund | — | — | — | $10.2M | 1.7% | |
| Janus Henderson Enterprise Fund I | — | — | — | $9.9M | 1.6% | |
| Fidelity Equity Growth Fund K6 | — | — | — | $9.2M | 1.5% | |
| Participant loans Notes receivable from participants (interest rates ranging from 4.25% to 9.50%) -0- | — | — | — | $8.4M | 1.4% | |
| PIMCO Stocks PLUS Fund Institutional Fund | — | — | — | $7.1M | 1.2% | |
| Registered investment companies Allspring Global Special Mid Cap Value Fund | — | — | — | $6.3M | 1.0% | |
| Fidelity Small Cap Growth Fund K6 | — | — | — | $6.2M | 1.0% | |
| Columbia Funds Small Cap Growth Institutional Fund | — | — | — | $5.6M | 0.9% | |
| American Funds New World Fund R6 | — | — | — | $5.3M | 0.9% | |
| American Funds Target 2020 Fund R6 | — | — | — | $5.3M | 0.9% | |
| Franklin Funds Small Cap Value Fund | — | — | — | $5.0M | 0.8% | |
| American Funds Inf Linked R6 | — | — | — | $4.8M | 0.8% | |
| Fidelity Multi-Asset Index | — | — | — | $4.4M | 0.7% | |
| Hartford Funds Management Company Balanced Income Fund Y | — | — | — | $4.2M | 0.7% | |
| American Funds Target 2010 Fund R6 | — | — | — | $2.8M | 0.5% | |
| Vanguard Small Growth Adml | — | — | — | $2.7M | 0.4% | |
| American Funds Target 2015 Fund R6 | — | — | — | $2.0M | 0.3% | |
| PGIM US Real Estate | — | — | — | $1.2M | 0.2% | |
| PIMCO All Asset Institutional Fund | — | — | — | $1.2M | 0.2% |
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