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Original filing (PDF)20251014173153NAL0001733603001
SCHULL CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
SCHULL CONSTRUCTION CO. PROFIT SHARING PLAN WITH 401(K) FEATURE
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
143
Accounts w/ balance
187
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
- 56 bps in Schedule C fees — 94% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHULL CONSTRUCTION COMPANY.
Plan sponsor
Name
SCHULL CONSTRUCTION COMPANY
EIN
46-0213257
Address
P.O. BOX 750 · 1500 N INDUSTRIAL AVENUE · SIOUX FALLS, SD · 57104
Phone
(605) 886-3495
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | NONE | $55K | — |
| SCHWAN FINANCIAL ADVISORS, LLC | — | ABERDEEN, SD | NONE | $21K | — |
Investments
30 direct securities · 1 pooled fund· $14.1M(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
$13.2M
30 holdings
Common Collective Trust
$885K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| E-Valuator Growth RMS S Mutual Fund | — | — | — | $2.8M | 20.4% | |
| E-Valuator Moderate RMS S Mutual Fund | — | — | — | $1.9M | 14.0% | |
| Navigator Tactical Fixed Inc I Mutual Fund | — | — | — | $1.6M | 11.8% | |
| MetLife Stable Value Common Collective Trust | — | — | — | $885K | 6.6% | |
| METLIFE CONTRACT 25053 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $885K | 6.6% | |
| E-Valuator Conserv RMS S Mutual Fund | — | — | — | $769K | 5.7% | |
| Virtus KAR Mid-Cap Core R6 Mutual Fund | — | — | — | $702K | 5.2% | |
| Fidelity 500 Index Inst'l Prem Mutual Fund | — | — | — | $604K | 4.5% | |
| FIDELITY CONTRAFUND Mutual Fund | — | — | — | $593K | 4.4% | |
| Oberweis Sm Cap Opps Inst'l Mutual Fund | — | — | — | $451K | 3.3% | |
| EV Float Rate Avtg I Mutual Fund 3 E-Valuator Agg Growth RMS S Mutual Fund | — | — | — | $417K | 3.1% | |
| Vanguard Int'l Growth Admiral Mutual Fund | — | — | — | $395K | 2.9% | |
| Wasatch Emerging India Instl Mutual Fund | — | — | — | $345K | 2.6% | |
| American Funds Nw Prspctv R6 Mutual Fund | — | — | — | $312K | 2.3% | |
| FIDELITY BALANCED Mutual Fund | — | — | — | $291K | 2.2% | |
| DFA Global Small Company Mutual Fund | — | — | — | $224K | 1.7% | |
| E-Valuator Cons/Mod RMS S Mutual Fund | — | — | — | $186K | 1.4% | |
| EMPLOYEE LOANS 5.25% - 10.5% | — | — | — | $181K | 1.3% | |
| E-Valuator Very Conserv RMS S Mutual Fund | — | — | — | $103K | 0.8% | |
| BlackRock High Yield Inst'l Mutual Fund | — | — | — | $92K | 0.7% | |
| Cavanal Hill World Energy Inst Mutual Fund | — | — | — | $84K | 0.6% | |
| Vanguard Cash Reserves Fed MM Mutual Fund | — | — | — | $76K | 0.6% | |
| Invesco StlPath MLP Sel 40 Y Mutual Fund | — | — | — | $56K | 0.4% | |
| WCM Focused Int'l Grwth Inst'l Mutual Fund | — | — | — | $45K | 0.3% | |
| Holbrook Income I Mutual Fund | — | — | — | $44K | 0.3% | |
| First Trust Pref Sec & Inc I Mutual Fund | — | — | — | $44K | 0.3% | |
| Vanguard Interm-Trm Inv-Gr Adm Mutual Fund | — | — | — | $19K | 0.1% | |
| TRP Inst'l Floating Rate Inst Mutual Fund | — | — | — | $2K | <0.1% | |
| Virtus KAR Int'l SmMidCap Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Adv Technology Z Mutual Fund | — | — | — | $1K | <0.1% | |
| Nuveen Lg Cap Growth R6 Mutual Fund | — | — | — | $1K | <0.1% |
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