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Original filing (PDF)20251015182200NAL0002751651001
DESERT READY MIX, LLC
Form 5500
FILING_RECEIVED
DESERT READY MIX, LLC 401(K) PLAN
401(k) retirement plan
Active participants
235
Accounts w/ balance
131
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DESERT READY MIX, LLC.
Plan sponsor
Name
DESERT READY MIX, LLC
EIN
46-5753072
Address
4011 E PRESIDIO STREET · MESA, AZ · 85215
Phone
(480) 428-2280
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
SEMPLE MARCHAL & COOPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PLANNERS FNCL SVCS OF AMERIC | 86-0588303 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
Investments
20 direct securities · 1 pooled fund· $3.3M(97% 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.
Registered Investment Companies
$3.3M
20 holdings
Common Collective Trust
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD HEALTH CARE FUND ADM 962 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $623K | 18.5% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $348K | 10.3% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $312K | 9.3% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $311K | 9.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $246K | 7.3% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $218K | 6.5% | |
| MACQUARIE MID CAP GROWTH R6 296 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $201K | 6.0% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $171K | 5.1% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $169K | 5.0% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $155K | 4.6% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $149K | 4.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $112K | 3.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $93K | 2.8% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $93K | 2.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $30K | 0.9% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $11K | 0.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8K | 0.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $6K | 0.2% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $5K | 0.2% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $4K | 0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $4K | 0.1% |
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