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Original filing (PDF)20251013102328NAL0001102113001
HERZOG CONTRACTING CORP.
Form 5500
FILING_RECEIVED
HERZOG CONTRACTING CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,593
Accounts w/ balance
1,904
Plan assets (EOY)
$154.0M
Net assets (EOY)
$154.0M
How this plan invests
This plan
15 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 68% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERZOG CONTRACTING CORP..
Plan sponsor
Name
HERZOG CONTRACTING CORP.
EIN
43-0918005
Address
600 S RIVERSIDE ROAD · ST JOSEPH, MO · 64507
Phone
(816) 676-5672
Industry
Constructionsee 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
2025-10-13
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)
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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $208K | — |
| IMA WEALTH INC | — | WICHITA, KS | NONE | $50K | — |
Investments
16 direct securities · 15 pooled funds· $151.6M(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.
Common Collective Trust
$101.8M
14 holdings
Uncategorized
$40.9M
16 holdings
Pooled Separate Account
$8.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GG TRP RETIREMENT DATE 2050 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $19.8M | 12.9% | |
| GG TRP RETIREMENT DATE 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $17.1M | 11.1% | |
| GG TRP RETIREMENT DATE 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $16.0M | 10.4% | |
| Vanguard 500 Index Admiral | — | — | — | $12.8M | 8.3% | |
| GG TRP RETIREMENT DATE 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $11.2M | 7.3% | |
| MASSMUTUAL DIV STABLE VALUE MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779286 / PN 448 | Pooled Separate Account | — | — | $8.9M | 5.8% | |
| GG TRP RETIREMENT DATE 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $8.2M | 5.3% | |
| GG TRP RETIREMENT DATE 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $8.1M | 5.3% | |
| Fidelity Blue Chip GRH K6 | — | — | — | $6.7M | 4.3% | |
| GG TRP RETIREMENT DATE 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $6.4M | 4.2% | |
| GG TRP RETIREMENT DATE 2025 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.1% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | — | — | — | $4.2M | 2.7% | |
| Vanguard Equity Income Adm | — | — | — | $3.7M | 2.4% | |
| GG TRP RETIREMENT DATE 2020 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $3.7M | 2.4% | |
| INTERNATIONAL GROWTH II GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $3.1M | 2.0% | |
| Carillon Eagle Mid Cap Growth Fund R6 | — | — | — | $2.8M | 1.8% | |
| Vanguard Small Cap Index, Adm | — | — | — | $2.6M | 1.7% | |
| GG TRP RETIREMENT DATE 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.7% | |
| Met West Total Return Bond Pln | — | — | — | $2.5M | 1.6% | |
| JPMorgan Small Cap Growth R6 | — | — | — | $1.7M | 1.1% | |
| Vanguard Mid-Cap Ind Admiral | — | — | — | $1.4M | 0.9% | |
| American Funds New World R6 | — | — | — | $713K | 0.5% | |
| Victory Sycamore Est Value R6 | — | — | — | $611K | 0.4% | |
| GG TRP RETIREMENT DATE 2010 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $527K | 0.3% | |
| American Funds Balanced R6 | — | — | — | $493K | 0.3% | |
| GG TRP RETIREMENT DATE 2015 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $267K | 0.2% | |
| Goldman Sachs Small Cap Value Ins R6 | — | — | — | $217K | 0.1% | |
| JPMorgan Government Bond R6 | — | — | — | $205K | 0.1% | |
| DFA Real Estate Securities I | — | — | — | $199K | 0.1% | |
| Vanguard Treasury Mny Mrkt Inv | — | — | — | $36K | <0.1% | |
| GG TRP RETIREMENT DATE 2005 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $35K | <0.1% |
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