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Original filing (PDF)20250718165325NAL0002141009001
MEYERS CONSTRUCTORS, INC.
Form 5500
FILING_RECEIVED
MEYERS CONSTRUCTORS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
111
Accounts w/ balance
142
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "27 * Capital Bank and Trust Company American Funds U.S. Government Money Market Fund" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEYERS CONSTRUCTORS, INC..
Plan sponsor
Name
MEYERS CONSTRUCTORS, INC.
EIN
47-3332724
Address
7281 N. PALM BLUFF AVENUE · FRESNO, CA · 93711
Phone
(559) 473-0014
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
2025-07-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities· $5.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 27 * Capital Bank and Trust Company American Funds U.S. Government Money Market Fund | — | — | — | $2.2M | 39.9% | |
| 24 * Capital Bank and Trust Company American Funds The Bond Fund of America ** 754 25 * Capital Bank and Trust Company American Funds The Growth Fund of America | — | — | — | $575K | 10.4% | |
| 5 * Capital Bank and Trust Company American Funds 2040 Target Date Retirement Fund | — | — | — | $505K | 9.1% | |
| 6 * Capital Bank and Trust Company American Funds 2045 Target Date Retirement Fund | — | — | — | $250K | 4.5% | |
| 20 * Capital Bank and Trust Company American Funds Mortgage Fund | — | — | — | $211K | 3.8% | |
| 18 * Capital Bank and Trust Company American Funds Investment Company of America | — | — | — | $199K | 3.6% | |
| 28 * Capital Bank and Trust Company American Funds Washington Mutual Investors Fund | — | — | — | $187K | 3.4% | |
| 10 * Capital Bank and Trust Company American Funds AMCAP Fund | — | — | — | $183K | 3.3% | |
| 7 * Capital Bank and Trust Company American Funds 2050 Target Date Retirement Fund | — | — | — | $175K | 3.2% | |
| 15 * Capital Bank and Trust Company American Funds Capital World Growth and Income Fund | — | — | — | $149K | 2.7% | |
| 12 * Capital Bank and Trust Company American Funds American Mutual Fund | — | — | — | $130K | 2.3% | |
| 8 * Capital Bank and Trust Company American Funds 2055 Target Date Retirement Fund | — | — | — | $116K | 2.1% | |
| 4 * Capital Bank and Trust Company American Funds 2035 Target Date Retirement Fund | — | — | — | $96K | 1.7% | |
| 3 * Capital Bank and Trust Company American Funds 2030 Target Date Retirement Fund | — | — | — | $88K | 1.6% | |
| 23 * Capital Bank and Trust Company American Funds SMALLCAP World Fund | — | — | — | $74K | 1.3% | |
| 21 * Capital Bank and Trust Company American Funds New Perspective Fund | — | — | — | $66K | 1.2% | |
| Notes receivable from participants Maturing at various times through 2029 -0- | — | — | — | $59K | 1.1% | |
| 16 * Capital Bank and Trust Company American Funds Growth and Income Portfolio | — | — | — | $51K | 0.9% | |
| 11 * Capital Bank and Trust Company American Funds American Balanced Fund | — | — | — | $50K | 0.9% | |
| 26 * Capital Bank and Trust Company American Funds The Income Fund of America | — | — | — | $49K | 0.9% | |
| 17 * Capital Bank and Trust Company American Funds Growth Portfolio | — | — | — | $33K | 0.6% | |
| 2 * Capital Bank and Trust Company American Funds 2020 Target Date Retirement Fund | — | — | — | $28K | 0.5% | |
| 1 * Capital Bank and Trust Company American Funds 2015 Target Date Retirement Fund | — | — | — | $19K | 0.3% | |
| 13 * Capital Bank and Trust Company American Funds Capital Income Builder | — | — | — | $13K | 0.2% | |
| 14 * Capital Bank and Trust Company American Funds Capital World Bond Fund | — | — | — | $8K | 0.1% | |
| 19 * Capital Bank and Trust Company American Funds Moderate Growth and Income Portfolio | — | — | — | $3K | <0.1% | |
| 22 * Capital Bank and Trust Company American Funds Short-Term Bond Fund of America | — | — | — | $3K | <0.1% | |
| 9 * Capital Bank and Trust Company American Funds 2060 Target Date Retirement Fund | — | — | — | $2K | <0.1% |
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