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Original filing (PDF)20251002140509NAL0000559441001
CONSTRUCTION EMPLOYEES GROUP PROFIT
Form 5500
FILING_RECEIVED
CONSTRUCTION EMPLOYEES GROUP PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
25% in single holding6 service providers
Active participants
1,728
Accounts w/ balance
1,827
Plan assets (EOY)
$123.5M
Net assets (EOY)
$123.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Empower Annuity Insurance Company Guaranteed Income Account, 3.00%" is 25% of plan.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSTRUCTION EMPLOYEES GROUP PROFIT.
Plan sponsor
Name
CONSTRUCTION EMPLOYEES GROUP PROFIT
EIN
45-6029203
Address
PO BOX 1624 · BISMARCK, ND · 585021624
Phone
(701) 282-4977
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
BRADY, MARTZ & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP SECURITIE | — | BIRMINGHAM, AL | BROKER/ADVISER | $0 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADY MARTZ & ASSOCIATES PC | 45-0310328 | — | NONE | $24K | — |
| EPIC HOSPITALITY LLC DBA HOLIDAY IN | — | FARGO, ND | OTHER | $1K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $787 | — |
| PROEQUITIES, INC | 63-0879387 | — | NONE | $0 | — |
Investments
5 direct securities · 16 pooled funds· $123.9M(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.
Pooled Separate Account
$90.6M
16 holdings
Uncategorized
$33.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Income Account, 3.00% | — | — | — | $31.1M | 25.2% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $14.8M | 12.0% | |
| INTERNATIONAL BLEND / AQR FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 125 | Pooled Separate Account | — | — | $11.9M | 9.6% | |
| INTERNATIONAL BLEND II (MANAGED BY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 534 | Pooled Separate Account | — | — | $11.0M | 8.9% | |
| LARGE CAP VALUE / LSV ASSET MANAGEM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $8.1M | 6.5% | |
| LARGE CAP VALUE (WELLING) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 184 | Pooled Separate Account | — | — | $6.1M | 4.9% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $5.8M | 4.7% | |
| MID CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | — | — | $5.8M | 4.7% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $5.5M | 4.5% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $5.4M | 4.4% | |
| MID CAP GROWTH I FUND (MANAGED BY I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | — | — | $5.1M | 4.2% | |
| HIGH GRADE BOND / GSAM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 039 | Pooled Separate Account | — | — | $4.5M | 3.6% | |
| SMALL CAP GROWTH / EMERALD FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 540 | Pooled Separate Account | — | — | $2.8M | 2.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.9M | 1.6% | |
| BALANCED I (SUB-ADV BY WELLINGTON M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 084 | Pooled Separate Account | — | — | $1.1M | 0.9% | |
| Prudential Financial Inc. Co. Common Stock | — | — | — | $696K | 0.6% | |
| PGIM Jennison Utility Fund A Mutual Fund | — | — | — | $616K | 0.5% | |
| Notes receivable from participants Promissory notes, various maturities, 4.25 - 9.50% - | — | — | — | $460K | 0.4% | |
| PGIM Mid Cap Index Fund Pooled Separate Accounts | — | — | — | $409K | 0.3% | |
| PGIM QUANT SOL MIDCAP INDX EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 833 | Pooled Separate Account | — | — | $409K | 0.3% | |
| PGIM QUANT SOL SM CAP INDX (IS PLTF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 832 | Pooled Separate Account | — | — | $317K | 0.3% |
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