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Original filing (PDF)20251013160931NAL0002364816001
DAVIS CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
DAVIS CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
121
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
10 pooled trusts
Schedule D
9 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 DAVIS CONSTRUCTION, INC..
Plan sponsor
Name
DAVIS CONSTRUCTION, INC.
EIN
38-1912617
Address
5236 DUMOND CT. · SUITE A · LANSING, MI · 48917
Phone
(517) 322-3800
Industry
Constructionsee all
Plan administrator
Name
DAVIS CONSTRUCTION, INC.
EIN
38-1912617
City
LANSING, MI
Phone
(517) 322-3800
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MANER COSTERISAN PC
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 | $19K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $2K | — |
| GRADIENT SECURITIES LLC | — | SHOREVIEW, MN | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KDP RETIREMENT PLAN SERVICES INC | — | GRAND RAPIDS, MI | CONTRACT ADMIN | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
10 pooled funds· $5.9M(69% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADV TRUST 2035 X PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.4M | 16.0% | |
| PUTNAM RETIREMENT ADV TRUST 2055 X PUTNAM INVESTMENTS · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.3M | 15.2% | |
| PUTNAM RETIREMENT ADV TRUST 2060 X PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $879K | 10.1% | |
| PUTNAM RETIREMENT ADV TRUST 2050 X PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $583K | 6.7% | |
| PUTNAM RETIREMENT ADV TRUST 2040 X PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $552K | 6.4% | |
| PUTNAM RETIREMENT ADV TRUST 2045 X PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $494K | 5.7% | |
| PUTNAM RETIREMENT ADV TRUST 2030 X PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $493K | 5.7% | |
| PUTNAM RETIREMENT ADV TRUST 2025 X PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $192K | 2.2% | |
| PUTNAM RETIREMENT ADV TRUST MAT X PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $46K | 0.5% | |
| PUTNAM RETIREMENT ADV TRUST 2020 PUTNAM INVESTMENTS · EIN 26-0771792 / PN 264 | Common Collective Trust | — | — | $0 | <0.1% |
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