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Original filing (PDF)20251015142303NAL0009708178003
CONSTRUCTION VENTURES, INC.
Form 5500
FILING_RECEIVED
CONSTRUCTION 401 K PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
137
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
27 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 CONSTRUCTION VENTURES, INC..
Plan sponsor
Name
CONSTRUCTION VENTURES, INC.
EIN
41-1655342
Address
74 KANSAS STREET · WINONA, MN · 55987
Phone
(507) 457-0515
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCHANTS BANK NATIONAL ASSOCIATION | 41-0632402 | — | NONE | $48K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $1K | — |
Investments
27 direct securities· $9.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 I Class Fund | — | — | — | $1.3M | 14.9% | |
| T. Rowe Price Retirement 2040 I Class Fund | — | — | — | $1.3M | 14.0% | |
| Schwab Bank Savings | — | — | — | $1.1M | 12.3% | |
| JPMorgan Large Cap Growth Class R6 Fund | — | — | — | $916K | 10.2% | |
| Putnam Large Cap Value Class R6 Fund | — | — | — | $635K | 7.1% | |
| American Funds The Bond Fund of America R6 Fund | — | — | — | $583K | 6.5% | |
| Principal MidCap Class R6 Fund | — | — | — | $556K | 6.2% | |
| T. Rowe Price Retirement 2060 I Class Fund | — | — | — | $429K | 4.8% | |
| T. Rowe Price Retirement 2030 I Class Fund | — | — | — | $392K | 4.4% | |
| T. Rowe Price Retirement 2025 I Class Fund | — | — | — | $337K | 3.8% | |
| American Century Small Cap Growth R6 Fund | — | — | — | $303K | 3.4% | |
| T. Rowe Price Retirement 2055 I Class Fund | — | — | — | $245K | 2.7% | |
| MFS International Equity R6 Fund | — | — | — | $225K | 2.5% | |
| T. Rowe Price Retirement 2020 I Class Fund | — | — | — | $168K | 1.9% | |
| T. Rowe Price Retirement 2035 I Class Fund | — | — | — | $111K | 1.2% | |
| Fidelity 500 Index Fund | — | — | — | $89K | 1.0% | |
| T. Rowe Price Retirement 2065 I Class Fund | — | — | — | $75K | 0.8% | |
| T. Rowe Price Retirement 2045 I Class Fund | — | — | — | $74K | 0.8% | |
| JPMorgan U.S. Research Enhanced Equity R6 Fund | — | — | — | $38K | 0.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $32K | 0.4% | |
| MFS Mid Cap Value Class R6 Fund | — | — | — | $19K | 0.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $14K | 0.2% | |
| Fidelity Advisor Emerging Markets Discovery Class Z Fund | — | — | — | $9K | 0.1% | |
| Allspring Short-Term Bond Plus R6 Fund | — | — | — | $4K | <0.1% | |
| PIMCO RAE U.S. Small Institutional Fund | — | — | — | $2K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Fund | — | — | — | $2K | <0.1% | |
| FullerThaler Behavioral Small Cap Equity R6 Fund | — | — | — | $1K | <0.1% |
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