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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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $43K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT 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
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 K | — | — | — | $2.6M | 18.4% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $2.2M | 15.9% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $1.3M | 9.4% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $1.2M | 8.4% | |
| Blackrock Lifepath Index Retirement K | — | — | — | $1.1M | 7.9% | |
| Fidelity 500 Index | — | — | — | $1.1M | 7.6% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $1.0M | 7.4% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $890K | 6.3% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $489K | 3.5% | |
| MFS Massachusetts Investors Gr Stk R6 | — | — | — | $457K | 3.3% | |
| Fidelity International Index | — | — | — | $266K | 1.9% | |
| Fidelity Mid Cap Index | — | — | — | $248K | 1.8% | |
| Participant Loans*** Notes Receivable with interest rates of 4.25% - 9.50% | — | — | — | $232K | 1.7% | |
| JPMorgan Cored Bond R6 | — | — | — | $185K | 1.3% | |
| American Funds American Funds New World R6 | — | — | — | $161K | 1.1% | |
| American Funds American Funds American Mutual R6 | — | — | — | $128K | 0.9% | |
| Fidelity Small Market Index | — | — | — | $126K | 0.9% | |
| PGIM Western Asset Core Bond A | — | — | — | $88K | 0.6% | |
| Collective Trust Funds State Street U.S. Inflation Protected Bond Index Fund - Class C | — | — | — | $85K | 0.6% | |
| STATE ST US INFL PROTCT BND IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $85K | 0.6% | |
| Invesco International Bond R6 | — | — | — | $70K | 0.5% | |
| Insurance Contract * Empower E I Fixed Account - Series I, contract value | — | — | — | $34K | 0.2% | |
| American Century Investments American Century Mid Cap Value R6 | Mutual Funds | — | — | $22K | 0.2% | |
| Blackrock Lifepath Index 2065 K | — | — | — | $17K | 0.1% | |
| T Rowe T Rowe Price Mid Cap Gr Inst | — | — | — | $12K | <0.1% | |
| Janus Henderson Triton N | — | — | — | $5K | <0.1% |
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