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Original filing (PDF)20251014131623NAL0006015378001
CONSTRUCTION RESOURCES MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
WALBEC GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
744
Accounts w/ balance
935
Plan assets (EOY)
$180.5M
Net assets (EOY)
$180.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSTRUCTION RESOURCES MANAGEMENT, INC..
Plan sponsor
Name
CONSTRUCTION RESOURCES MANAGEMENT, INC.
EIN
39-1542489
Address
N3 W23650 BADINGER ROAD · WAUKESHA, WI · 53188
Phone
(262) 524-1882
Industry
Professional & Technical Servicessee 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)
2H · Partial participant-directed accounts
2J · 401(k) feature
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $117K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
44 direct securities · 2 pooled funds· $181.7M(100% 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.
Uncategorized
$172.0M
44 holdings
Common Collective Trust
$9.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Grow th Fund - | — | — | — | $15.8M | 8.8% | |
| Vanguard 500 Index Fund | — | — | $8.8M | $11.4M | 6.3% | |
| Baird Intermediate Bond Fd Instl | — | — | $11.8M | $10.9M | 6.0% | |
| MFS International | — | — | $5.5M | $10.0M | 5.6% | |
| Baird Core Plus Bond Inst | — | — | $9.3M | $9.5M | 5.3% | |
| Invesco Equally Weighted S&P 500 Fund | — | — | $8.8M | $8.1M | 4.5% | |
| Vanguard 500 Index Fund - | — | — | — | $6.9M | 3.8% | |
| Carillon Reams Core Bond Fund | — | — | $7.0M | $6.5M | 3.6% | |
| CASTLEARK SMALL COMPANY GROWTH CASTLEARK · EIN 46-4251197 / PN 001 | Common Collective Trust | — | — | $6.4M | 3.5% | |
| Vanguard Developed Markets Fund | — | — | $6.4M | $6.1M | 3.4% | |
| Janus Henderson Enterprise Fund - | — | — | — | $6.0M | 3.4% | |
| Vanguard Target Retirement 2040 Fund - | — | — | — | $4.6M | 2.5% | |
| Boston Partners All-Cap Value Fund | — | — | $4.3M | $4.3M | 2.4% | |
| Vanguard Extended Markets Fund | — | — | $4.3M | $4.2M | 2.3% | |
| Dodge & Cox Income Fund - | — | — | — | $4.2M | 2.3% | |
| Vanguard Target Retirement 2055 Fund - | — | — | — | $4.2M | 2.3% | |
| Boston Partners All-Cap Value Fund - | — | — | — | $4.2M | 2.3% | |
| Vanguard Target Retirement 2035 Fund - | — | — | — | $4.0M | 2.2% | |
| CastleArk Small Company Grow th | — | — | $2.4M | $3.8M | 2.1% | |
| Hartford Core Equity Fund-R3 - | — | — | — | $3.6M | 2.0% | |
| American Income Fund of America Class R6 - | — | — | — | $3.6M | 2.0% | |
| Royce Special Equity Fund | — | — | $4.5M | $3.5M | 1.9% | |
| Vanguard Small Cap Index Fund - | — | — | — | $3.4M | 1.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.8% | |
| First Eagle Overseas Fund - | — | — | — | $3.2M | 1.7% | |
| Vanguard Mid Cap Index Fund - | — | — | — | $3.1M | 1.7% | |
| Vanguard Target Retirement 2050 Fund - | — | — | — | $3.1M | 1.7% | |
| Vanguard Target Retirement 2030 Fund - | — | — | — | $3.0M | 1.7% | |
| Vanguard Cash Reserves Money Market | — | — | $2.6M | $2.6M | 1.4% | |
| CastleArk Small Company Grow th - | — | — | — | $2.5M | 1.4% | |
| Royce Special Equity Fund - | — | — | — | $2.4M | 1.3% | |
| Vanguard Target Retirement 2045 Fund - | — | — | — | $2.3M | 1.3% | |
| DFA Emerging Markets - | — | — | — | $1.8M | 1.0% | |
| JP Morgan Mid Cap Value Fund | — | — | — | $1.6M | 0.9% | |
| American Capital Income Builder Fund - | — | — | — | $1.4M | 0.8% | |
| Cohen & Steers Real Estate Securities Fund CI - | — | — | — | $1.1M | 0.6% | |
| Vanguard Target Retirement 2025 Fund - | — | — | — | $960K | 0.5% | |
| Vanguard Inflation - Protected Securities Fund Admiral - | — | — | — | $944K | 0.5% | |
| Vanguard Target Retirement 2060 Fund - | — | — | — | $858K | 0.5% | |
| Brandyw ine Global - Global Opportunities Bond Fund - | — | — | — | $824K | 0.5% | |
| Federated Ultrashort Bond Fund | — | — | $431K | $441K | 0.2% | |
| Vanguard Target Retirement 2065 Fund - | — | — | — | $423K | 0.2% | |
| Vanguard Target Retirement Income Fund - | — | — | — | $293K | 0.2% | |
| Vanguard Target Retirement 2020 Fund - | — | — | — | $187K | 0.1% | |
| Cash - | — | — | — | $30K | <0.1% | |
| Participant Loans Rates of 5.25% to 10.50% - | — | — | — | $16K | <0.1% |