Back to filter
Original filing (PDF)20251014135837NAL0004167440003
JHH CENTRAL MANAGEMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
JOHN HOUSTON CUSTOM HOMES 401(K) PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
98
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
9 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JHH CENTRAL MANAGEMENT SERVICES, LLC.
Plan sponsor
Name
JHH CENTRAL MANAGEMENT SERVICES, LLC
EIN
46-1356200
Address
421 CENTURY WAY · SUITE 100 · RED OAK, TX · 75154
Phone
(972) 937-4085
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
2025-10-14
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
HOGAN TAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER/ADVISOR | $14K | — |
| RELATION WEALTH MANAGEMENT | — | TULSA, OK | BROKER/ADVISOR | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $4K | — |
Investments
22 direct securities · 9 pooled funds· $9.1M(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
$6.5M
22 holdings
Common Collective Trust
$2.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund | — | — | — | $1.9M | 21.2% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.1M | 11.7% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $803K | 8.9% | |
| Fidelity Balanced Fund | — | — | — | $794K | 8.8% | |
| Putnam Large Cap Growth Fund | — | — | — | $598K | 6.6% | |
| Nuveen International Equity Index Fund | — | — | — | $444K | 4.9% | |
| Fidelity Advisor Small Cap Growth Fund | — | — | — | $431K | 4.8% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $373K | 4.1% | |
| FLEXPATH MODERATE RET GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $330K | 3.6% | |
| Retirement Fund Nuveen Small Cap Blend Index Fund | — | — | — | $278K | 3.1% | |
| MFS Mid Cap Value Fund | — | — | — | $273K | 3.0% | |
| Empower International Value Fund | — | — | — | $257K | 2.8% | |
| Vanguard Mid Cap Index Fund | — | — | — | $193K | 2.1% | |
| American Funds New World Fund | — | — | — | $189K | 2.1% | |
| Nuveen Bond Index Fund | — | — | — | $163K | 1.8% | |
| Putnam Large Cap Value Fund | — | — | — | $160K | 1.8% | |
| Invesco Discovery Mid Cap Growth Fund | — | — | — | $157K | 1.7% | |
| Virtus Duff & Phelps Global Real Estate Securities Fund | — | — | — | $124K | 1.4% | |
| with various maturities - | — | — | — | $120K | 1.3% | |
| Loomis Sayles Core Plus Bond Fund | — | — | — | $111K | 1.2% | |
| Nuveen Inflation Link Bond Fund | — | — | — | $85K | 0.9% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $66K | 0.7% | |
| PGIM High-Yield Fund | — | — | — | $35K | 0.4% | |
| DWS Government Money Market Series Fund | — | — | — | $33K | 0.4% | |
| Great Gray flexPath Index Moderate 2055 Fund | — | — | — | $28K | 0.3% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $28K | 0.3% | |
| AllianceBernstein Global Bond Fund | — | — | — | $16K | 0.2% | |
| FLEXPATH AG 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH AG 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH CONS 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH AG 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $449 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Construction plans
PAYNE/BOUCHIER, INC.
PAYNE/BOUCHIER, INC. 401(K) PLAN
$9.1M · 32 participants
THE HOLT GROUP, INC.
THE HOLT GROUP, INC. 401(K) PLAN
$9.0M · 180 participants
DENOVA HOMES, INC.
DENOVA HOMES, INC. 401(K) PLAN
$9.0M · 37 participants
SEBASTIAN CONSTRUCTION GROUP, LLC
SEBASTIAN CONSTRUCTION GROUP, LLC 401(K) PLAN
$9.0M · 102 participants
VAN DAELE DEVELOPMENT CORPORATION
VAN DAELE DEVELOPMENT CORPORATION 401(K) PLAN
$9.1M · 56 participants
POSOCCO CONTRUCTION, INC.
POSOCCO CONTRUCTION, INC. PROFIT SHARING PLAN
$9.0M · 3 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants