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Original filing (PDF)20251103111948NAL0015148322001
NU WAY CONCRETE FORMS, INC.
Form 5500
FILING_RECEIVED
NU WAY CONCRETE FORMS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
162
Accounts w/ balance
214
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
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)
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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NU WAY CONCRETE FORMS, INC..
Plan sponsor
Name
NU WAY CONCRETE FORMS, INC.
EIN
43-0717119
Address
4190 HOFFMEISTER AVE · SAINT LOUIS, MO · 631252205
Phone
(314) 544-1214
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SFW PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE COMMERCE TRUST COMPANY | 43-6334070 | — | ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, INC./FUTUREPLAN | 82-3719843 | — | TPA | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SFW PARTNERS | 43-1764273 | — | AUDITOR | $0 | — |
Investments
22 direct securities · 1 pooled fund· $28.2M(98% 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
$26.9M
22 holdings
Pooled Separate Account
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Growth Stock (I) | — | — | — | $4.8M | 16.7% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $4.7M | 16.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $4.2M | 14.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.4M | 11.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.5M | 8.7% | |
| The Hartford MidCap Fund Cl R6 | — | — | — | $2.1M | 7.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.6M | 5.4% | |
| MORLEY STABLE VALUE CL 25-I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Pooled Separate Account | — | — | $1.3M | 4.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.1M | 3.7% | |
| JP Morgan Core Bond Fund A | — | — | — | $483K | 1.7% | |
| MFS Research International Fund R6 | — | — | — | $445K | 1.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $345K | 1.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $264K | 0.9% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $249K | 0.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $172K | 0.6% | |
| DFA US Targeted Value Prt I | — | — | — | $130K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $79K | 0.3% | |
| Jackson National Life Insurance Cash Surrender Value of Insurance | — | — | — | $77K | 0.3% | |
| PGIM Jennison Small Company Fund | — | — | — | $74K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $65K | 0.2% | |
| DFA US Large Cap Value Port | — | — | — | $48K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $33K | 0.1% | |
| JPMorgan US Govt MMkt Cap Cl | — | — | — | $15K | <0.1% |
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