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Original filing (PDF)20250808072609NAL0004260691001

BARRINGER CONSTRUCTION

Form 5500
FILING_RECEIVED
BARRINGER CONSTRUCTION 401(K) SAFE HARBOR PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
194
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
  • 51 bps in Schedule C fees — 77% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARRINGER CONSTRUCTION.
Plan sponsor
Name
BARRINGER CONSTRUCTION
EIN
45-2635257
Address
4020 OLD PINEVILLE ROAD · CHARLOTTE, NC · 28217
Phone
(980) 999-5805
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
2025-08-08
Pension benefit codes
2A · Age/service weighted or new comparability
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
FORVIS MAZARS
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANY OGREENWOOD VILLAGE, CORECORDKEEPER$24K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
WELLS FARGO ADVISORS LLCCHARLOTTE, NCINVESTMENT ADVISOR$43K
Other
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ADVISORY GROUP, LLCGREENWOOD VILLAGE, COINVESTMENT MGMT$5K

Investments

25 direct securities · 1 pooled fund· $14.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$14.0M
24 holdings
Common Collective Trust
$85K
1 holding
Mutual Funds
$22K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Blackrock Lifepath Index 2035 K$2.6M18.4%
Blackrock Lifepath Index 2045 K$2.2M15.9%
Blackrock Lifepath Index 2050 K$1.3M9.4%
Blackrock Lifepath Index 2040 K$1.2M8.4%
Blackrock Lifepath Index Retirement K$1.1M7.9%
Fidelity 500 Index$1.1M7.6%
Blackrock Lifepath Index 2055 K$1.0M7.4%
Blackrock Lifepath Index 2030 K$890K6.3%
Blackrock Lifepath Index 2060 K$489K3.5%
MFS Massachusetts Investors Gr Stk R6$457K3.3%
Fidelity International Index$266K1.9%
Fidelity Mid Cap Index$248K1.8%
Participant Loans*** Notes Receivable with interest rates of 4.25% - 9.50%$232K1.7%
JPMorgan Cored Bond R6$185K1.3%
American Funds American Funds New World R6$161K1.1%
American Funds American Funds American Mutual R6$128K0.9%
Fidelity Small Market Index$126K0.9%
PGIM Western Asset Core Bond A$88K0.6%
Collective Trust Funds State Street U.S. Inflation Protected Bond Index Fund - Class C$85K0.6%
STATE ST US INFL PROTCT BND IDX SL
STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000
Common Collective Trust
$85K0.6%
Invesco International Bond R6$70K0.5%
Insurance Contract * Empower E I Fixed Account - Series I, contract value$34K0.2%
American Century Investments American Century Mid Cap Value R6
Mutual Funds
$22K0.2%
Blackrock Lifepath Index 2065 K$17K0.1%
T Rowe T Rowe Price Mid Cap Gr Inst$12K<0.1%
Janus Henderson Triton N$5K<0.1%

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