How big is Assoc. General Contractors of SD, Inc. Building's plan?

Assoc. General Contractors of SD, Inc. Building's plan reported $84.1M in assets and 1,328 participants for 2023.

Original filing (PDF)20241015073939NAL0014203603001

Assoc. General Contractors of SD, Inc. Building

Name: Assoc. General Contractors of SD, Inc. Building — Form 5500 Plan 002 (2023)
Creator: Assoc. General Contractors of SD, Inc. Building
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Associated General Contractors of SD 401(k) Profit Sharing Plan

401(k) retirement plan · Assoc. General Contractors of SD, Inc. Building's Associated General Contractors of SD 401(k) Profit Sharing Plan held $84.1M in plan assets for 1,328 participants in 2023.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

1,328

Accounts w/ balance

1,049

Plan assets (EOY)

$84.1M

Net assets (EOY)

$84.1M

People on this filing

TOBY CROW signed Assoc. General Contractors of SD, Inc. Building's 2023 Form 5500 as plan administrator.

TOBY CROW — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Assoc. General Contractors of SD, Inc. Building's EIN is 46-0106838.

EIN 46-0106838

Plan number 002

Plan year 2023

ACK ID 20241015073939NAL0014203603001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Assoc. General Contractors of SD, Inc. Building from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Assoc. General Contractors of SD, Inc. Building's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSOC. GENERAL CONTRACTORS OF SD, INC. BUILDING.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 127K (2% of contributions).
Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

ASSOC. GENERAL CONTRACTORS OF SD, INC. BUILDING

EIN

all filings

Address

7501 E. ARROWHEAD PARKWAY · SIOUX FALLS, SD · 57110

Phone

(605) 336-9338

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

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

2X · Other multiple-employer DC plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
REDHAWK WEALTH ADVISORS	—	BLOOMINGTON, MN	NONE	$15K	—
BMS FINANCIAL ADVISORS, INC.	—	RAPID CITY, SD	NONE	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT PLANS ADMIN SERVICES, INC.

Investments

35 direct securities · 1 pooled fund· $84.0M(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.

Other securities

$43.9M

10 holdings

Mutual Funds

$18.6M

21 holdings

Common Collective Trusts

$18.5M

3 holdings

Common Collective Trust

$2.9M

1 holding

Bonds / Notes

$75K

1 holding

					% of plan
E-Valuator Growth RMS Fund Mutual fund N/A	Other securities	—	—	$19.6M	23.4%
Fidelity 500 Index Institutional Mutual fund N/A	Common Collective Trusts	—	—	$12.2M	14.5%
E-Valuator Moderate RMS Fund Mutual fund N/A	Other securities	—	—	$9.0M	10.7%
American Funds American Balanced Fund Mutual fund N/A	Mutual Funds	—	—	$7.0M	8.4%
Vanguard Growth Index Fund Mutual fund N/A	Common Collective Trusts	—	—	$5.5M	6.6%
E-Valuator Aggressive Growth RMS Fund Mutual fund N/A	Other securities	—	—	$5.1M	6.1%
Victory Sycamore Established Value Fund Mutual fund N/A	Other securities	—	—	$3.2M	3.8%
METLIFE STABLE VALUE FUND GAC-25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$2.9M	3.5%
E-Valuator Conservative RMS Fund Mutual fund N/A	Other securities	—	—	$2.6M	3.1%
DFA US Sm Cap Growth Portfolio Mutual fund N/A	Mutual Funds	—	—	$2.5M	2.9%
Value Line Mid Cap Focused Ins Mutual fund N/A	Other securities	—	—	$2.0M	2.4%
Vanguard Value Index Admiral Mutual fund N/A	Mutual Funds	—	—	$1.8M	2.1%
American Funds New Perspective Fund Mutual fund N/A	Mutual Funds	—	—	$1.8M	2.1%
Vanguard International Growth Fund Mutual fund N/A	Mutual Funds	—	—	$1.6M	1.9%
E-Valuator Conservative/Mod. RMS Fund Mutual fund N/A	Other securities	—	—	$1.2M	1.5%
PIMCO Rae Fund'tl US Sm Mutual fund N/A	Mutual Funds	—	—	$994K	1.2%
Franklin Convertible Securities Fund Mutual fund N/A	Mutual Funds	—	—	$774K	0.9%
SS Hdgd Intl Dev Equity Index Mutual fund N/A	Common Collective Trusts	—	—	$733K	0.9%
E-Valuator Very Conservative RMS Fund Mutual fund N/A	Other securities	—	—	$705K	0.8%
T Rowe Price International Discovery Fund Mutual fund N/A	Mutual Funds	—	—	$689K	0.8%
American Funds New World Fund Mutual fund N/A	Mutual Funds	—	—	$565K	0.7%
MSIF Mortgage Securities Mutual fund N/A	Other securities	—	—	$428K	0.5%
T Rowe Price Floating Rate Institutional Fund Mutual fund N/A	Mutual Funds	—	—	$401K	0.5%
Vanguard High Yield Corporate Fund Mutual fund N/A	Mutual Funds	—	—	$298K	0.4%
Vanguard Target Retirement 2030 Mutual fund N/A	Mutual Funds	—	—	$77K	<0.1%
Notes Receivable from Participants Maturing 2024-2028 at Interest Rates of 4.25% -9.25% -	Bonds / Notes	—	—	$75K	<0.1%
Hartford World Bond R6 Mutual fund N/A	Other securities	—	—	$74K	<0.1%
Vanguard Target Retirement 2050 Mutual fund N/A	Mutual Funds	—	—	$34K	<0.1%
Vanguard Target Retirement 2060 Mutual fund N/A	Mutual Funds	—	—	$21K	<0.1%
Vanguard Target Retirement 2065 Mutual fund N/A	Mutual Funds	—	—	$20K	<0.1%
Vanguard Target Retirement 2055 Mutual fund N/A	Mutual Funds	—	—	$17K	<0.1%
Vanguard Target Retirement 2035 Mutual fund N/A	Mutual Funds	—	—	$11K	<0.1%
Vanguard Target Retirement 2040 Mutual fund N/A	Mutual Funds	—	—	$11K	<0.1%
Vanguard Target Retirement 2045 Mutual fund N/A	Mutual Funds	—	—	$10K	<0.1%
Vanguard Target Retirement 2025 Mutual fund N/A	Mutual Funds	—	—	$8K	<0.1%
Vanguard Target Retirement Income Mutual fund N/A	Mutual Funds	—	—	$6K	<0.1%