Original filing (PDF)20250711112225NAL0006275857001

C.D. SMITH CONSTRUCTION, INC.

Name: C.D. SMITH CONSTRUCTION, INC. — C. D. SMITH CONSTRUCTION, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: C.D. SMITH CONSTRUCTION, INC.

Form 5500

FILING_RECEIVED

C. D. SMITH CONSTRUCTION, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

144

Accounts w/ balance

199

Plan assets (EOY)

$45.2M

Net assets (EOY)

$45.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (5 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.D. SMITH CONSTRUCTION, INC..

Plan sponsor

Name

C.D. SMITH CONSTRUCTION, INC.

EIN

39-0759260

Address

125 CAMELOT DRIVE · FOND DU LAC, WI · 54935

Phone

(920) 924-2900

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

009

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GRANT THORNTON,LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$4K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
GRANT THORNTON LLP	36-6055558	—	ACCOUNTING	$19K	—

Investments

1 pooled fund· $3.4M(7% 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.