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Original filing (PDF)20251013132104NAL0002064816001
4C2 ELECTRICAL ASSOCIATES, LLC
Form 5500
FILING_RECEIVED
4C2 ELECTRICAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~97 bps in Sched C feesNo recordkeeper disclosed
Active participants
109
Accounts w/ balance
157
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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
- 97 bps in Schedule C fees — 86% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 4C2 ELECTRICAL ASSOCIATES, LLC.
Plan sponsor
Name
4C2 ELECTRICAL ASSOCIATES, LLC
EIN
45-3703457
Address
6401 COMMERCE DRIVE · IRVING, TX · 75063
Phone
(469) 206-4099
Industry
Electrical Contractors· 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $19K | — |
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $19K | — |
Investments
24 direct securities · 1 pooled fund· $4.0M(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
$4.0M
24 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2060 I T. Rowe Price 0 | — | — | — | $919K | 23.1% | |
| T. Rowe Price Retirement 2045 I T. Rowe Price 0 | — | — | — | $773K | 19.4% | |
| T. Rowe Price Retirement 2055 I T. Rowe Price 0 | — | — | — | $424K | 10.7% | |
| T. Rowe Price Retirement 2050 I T. Rowe Price 0 | — | — | — | $357K | 9.0% | |
| Harbor Capital Appreciation Ret Harbor 0 | — | — | — | $344K | 8.7% | |
| T. Rowe Price Retirement 2040 I T. Rowe Price 0 | — | — | — | $250K | 6.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $221K | 5.5% | |
| T. Rowe Price Ret 2065 Inv T. Rowe Price 0 | — | — | — | $165K | 4.2% | |
| T. Rowe Price Retirement 2035 I T. Rowe Price 0 | — | — | — | $139K | 3.5% | |
| Columbia Contrarian Core I3 Columbia 0 | — | — | — | $108K | 2.7% | |
| iShares Russell 1000 LgCap Ind K iShares 0 | — | — | — | $87K | 2.2% | |
| T. Rowe Price Retirement 2030 I T. Rowe Price 0 | — | — | — | $59K | 1.5% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $32K | 0.8% | |
| Touchstone Mid Cap Growth Fund R6 Touchstone 0 | — | — | — | $29K | 0.7% | |
| Macquarie Small Cap Core R6 Macquarie 0 | — | — | — | $24K | 0.6% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $11K | 0.3% | |
| American Beacon Small Cap Value R6 American Beacon 0 | — | — | — | $8K | 0.2% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $8K | 0.2% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $7K | 0.2% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $5K | 0.1% | |
| Parnassus Mid Cap Fund Parnassus 0 | — | — | — | $5K | 0.1% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $2K | <0.1% | |
| American Century Infl-Adj Bond R6 American Century 0 | — | — | — | $2K | <0.1% | |
| (CL)JPMorgan Emerging Markets Equity L JPMorgan 0 | — | — | — | $2K | <0.1% | |
| INVESCO STABLE VALUE RETIREMENT CL1 INVESCO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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