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Original filing (PDF)20251008144624NAL0009630016001
J.E. DUNN CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
DUNN 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
3,352
Accounts w/ balance
4,149
Plan assets (EOY)
$463.3M
Net assets (EOY)
$463.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 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
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.E. DUNN CONSTRUCTION COMPANY.
Plan sponsor
Name
J.E. DUNN CONSTRUCTION COMPANY
EIN
44-0229405
Address
1001 LOCUST STREET · KANSAS CITY, MO · 64106
Phone
(816) 474-8600
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
2025-10-08
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $118K | — |
Investments
25 direct securities · 3 pooled funds· $689.1M(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
$411.6M
25 holdings
Common Collective Trust
$259.1M
2 holdings
Pooled Separate Account
$18.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AC IN RETIRE TR XII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $245.1M | 52.9% | |
| Fidelity 500 Index Instl | — | — | — | $48.5M | 10.5% | |
| Fidelity Growth Company K6 Fund | — | — | — | $45.0M | 9.7% | |
| Global Trust Company Retirement Date 2040 TR XII | — | — | — | $41.1M | 8.9% | |
| Global Trust Company Retirement Date 2035 TR XII | — | — | — | $37.8M | 8.2% | |
| Global Trust Company Retirement Date 2045 TR XII | — | — | — | $35.8M | 7.7% | |
| Global Trust Company Retirement Date 2050 TR XII | — | — | — | $34.2M | 7.4% | |
| Global Trust Company Retirement Date 2055 TR XII | — | — | — | $23.7M | 5.1% | |
| Global Trust Company Retirement Date 2030 TR XII | — | — | — | $20.6M | 4.4% | |
| Global Trust Company Retirement Date 2060 TR XII | — | — | — | $19.2M | 4.1% | |
| MASS MUTUAL STABLE VALUE DIVERSIFIE MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 448 | Pooled Separate Account | — | — | $18.5M | 4.0% | |
| T Rowe Price Mid-cap Growth | — | — | — | $14.4M | 3.1% | |
| AC US VAL YIELD EQ SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $14.0M | 3.0% | |
| Fidelity Total International Index Funds | — | — | — | $13.0M | 2.8% | |
| Global Trust Company IN Retirement TR XII | — | — | — | $10.3M | 2.2% | |
| Baird Core Plus Institutional | — | — | — | $10.3M | 2.2% | |
| Fidelity Midcap Index Funds | — | — | — | $9.8M | 2.1% | |
| American Funds EuroPacific Growth R6 | — | — | — | $8.9M | 1.9% | |
| Fidelity Smallcap Index Funds | — | — | — | $6.3M | 1.4% | |
| American Century Smallcap Value R6 | — | — | — | $5.4M | 1.2% | |
| through 2034 | — | — | — | $5.2M | 1.1% | |
| Fidelity Brokerage accounts | — | — | — | $4.9M | 1.0% | |
| John Hancock Disciplined Value Mid Cap I | — | — | — | $4.5M | 1.0% | |
| Fidelity US Bond Index Fund | — | — | — | $4.1M | 0.9% | |
| Global Trust Company Retirement Date 2065 TR XII | — | — | — | $3.1M | 0.7% | |
| Janus Henderson Venture Fund Class T | — | — | — | $3.0M | 0.6% | |
| PIMCO Income Fund A | — | — | — | $2.6M | 0.6% | |
| Fidelity Interest-bearing cash | — | — | — | $13K | <0.1% |
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