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Original filing (PDF)20251015172034NAL0002696755001
ARGOS CEMENT LLC
Form 5500
FILING_RECEIVED
ARGOS CEMENT LLC PENSION PLAN FOR ROBERTA PLANT HOURLY COMPENSATED EMPLOYEES
Defined-benefit pension plan
Signals · 2
62% in single holding~231 bps in Sched C fees
Active participants
76
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "PIMCO Funds PIMCO Long-Term Credit Bond Fund" is 62% of plan.
- 231 bps in Schedule C fees — 345% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARGOS CEMENT LLC.
Plan sponsor
Name
ARGOS CEMENT LLC
EIN
45-2429726
Address
3015 WINDWARD PLAZA · SUITE 300 · ALPHARETTA, GA · 300058713
Phone
(678) 894-4704
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
Investments
4 direct securities · 1 pooled fund· $1.8M(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
$1.8M
4 holdings
Pooled Separate Account
$887
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Funds PIMCO Long-Term Credit Bond Fund | — | — | $1.6M | $1.1M | 62.4% | |
| PIMCO Funds PIMCO StocksPLUS Long Duration Installment Fund | — | — | $250K | $366K | 20.3% | |
| Fidelity Investments Fidelity International Index Fund | — | — | $175K | $173K | 9.6% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | $103K | $138K | 7.6% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $887 | <0.1% |
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