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Original filing (PDF)20251007081415NAL0002504851001
MATHIOWETZ CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
MATHIOWETZ CONSTRUCTION COMPANY RETIREMENT PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
182
Accounts w/ balance
229
Plan assets (EOY)
$65.9M
Net assets (EOY)
$65.9M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Trust Company Premier Trust Fund" is 27% of plan.
- 36 bps in Schedule C fees — 122% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATHIOWETZ CONSTRUCTION COMPANY.
Plan sponsor
Name
MATHIOWETZ CONSTRUCTION COMPANY
EIN
41-0873426
Address
30676 COUNTY ROAD 24 · SLEEPY EYE, MN · 56085
Phone
(507) 794-6953
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total 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)
4 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL SERVICES | — | — | BROKER | $137K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX SHELTERED COMPENSATION, INC. | 41-0955056 | MAPLE GROVE, MN | TPA | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | AUDITOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST MERCANTILE TRUST COMPANY | 62-0951563 | DUBUQUE, IA | FMT-INVESTMEN T MGMT | $62K | — |
Investments
23 direct securities · 1 pooled fund· $83.1M(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
$65.0M
23 holdings
Common Collective Trust
$18.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PREMIER TRUST FUND AMERICAN TRUST COMPANY · EIN 62-1549435 / PN 001 | Common Collective Trust | — | — | $18.1M | 27.4% | |
| American Trust Company Premier Trust Fund | — | — | — | $17.7M | 26.9% | |
| American Trust Company AT Aggressive | — | — | — | $13.2M | 20.0% | |
| American Trust Company AT Moderately Aggressive | — | — | — | $7.5M | 11.3% | |
| Vangaurd Target Retirement 2055 Fund | — | — | — | $5.9M | 8.9% | |
| Fidelity Investments 500 Index Institutional Prem | — | — | — | $5.4M | 8.2% | |
| American Trust Company AT Moderate | — | — | — | $2.7M | 4.1% | |
| Vangaurd Target Retirement 2045 Fund | — | — | — | $2.6M | 3.9% | |
| Vangaurd Target Retirement 2030 Fund | — | — | — | $2.0M | 3.1% | |
| Vangaurd Target Retirement 2040 Fund | — | — | — | $2.0M | 3.0% | |
| Vangaurd Target Retirement 2050 Fund | — | — | — | $1.2M | 1.8% | |
| Vangaurd Target Retirement 2035 Fund | — | — | — | $1.1M | 1.7% | |
| Vangaurd Target Retirement 2025 Fund | — | — | — | $959K | 1.5% | |
| Vangaurd Target Retirement 2020 Fund | — | — | — | $891K | 1.4% | |
| Fidelity Investments International Index Fund | — | — | — | $731K | 1.1% | |
| American Trust Company AT Moderately Conservative | — | — | — | $496K | 0.8% | |
| DFA Real Estate Securities | — | — | — | $322K | 0.5% | |
| American Trust Company AT Conservative | — | — | — | $119K | 0.2% | |
| Vangaurd Target Retirement 2060 Fund | — | — | — | $47K | <0.1% | |
| Vangaurd Target Retirement Income Fund | — | — | — | $33K | <0.1% | |
| Fidelity Investments Small Cap Index Inst Prem | — | — | — | $21K | <0.1% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $16K | <0.1% | |
| Vangaurd Target Retirement 2070 Fund | — | — | — | $12K | <0.1% | |
| Vangaurd Target Retirement 2065 Fund | — | — | — | $6K | <0.1% |
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