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Original filing (PDF)20250829134210NAL0022400194001
NELSON PIPELINE CONSTRUCTORS, LLC
Form 5500
FILING_RECEIVED
NELSON PIPELINE CONSTRUCTORS, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
~84 bps in Sched C fees
Active participants
127
Accounts w/ balance
189
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
10 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 84 bps in Schedule C fees — 61% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NELSON PIPELINE CONSTRUCTORS, LLC.
Plan sponsor
Name
NELSON PIPELINE CONSTRUCTORS, LLC
EIN
47-3523354
Address
10741 STATE HWY 52 · FT. LUPTON, CO · 80621
Phone
(303) 857-1580
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
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBIN BROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
17 direct securities · 10 pooled funds· $3.7M(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.
Common Collective Trust
$2.9M
10 holdings
Uncategorized
$349K
15 holdings
Mutual Funds
$239K
1 holding
Guaranteed Income / GIC
$170K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FRANKLIN TOTAL ADVANTAGE 2035 R6 GREAT GRAY · EIN 82-3297133 / PN 354 | Common Collective Trust | — | — | $749K | 20.2% | |
| FRANKLIN TOTAL ADVANTAGE 2060 R6 GREAT GRAY · EIN 82-3410489 / PN 359 | Common Collective Trust | — | — | $417K | 11.2% | |
| FRANKLIN TOTAL ADVANTAGE 2040 R6 GREAT GRAY · EIN 82-3309063 / PN 355 | Common Collective Trust | — | — | $412K | 11.1% | |
| FRANKLIN TOTAL ADVANTAGE 2030 R6 GREAT GRAY · EIN 82-3285163 / PN 353 | Common Collective Trust | — | — | $349K | 9.4% | |
| FRANKLIN TOTAL ADVANTAGE 2055 R6 GREAT GRAY · EIN 82-3397205 / PN 358 | Common Collective Trust | — | — | $347K | 9.4% | |
| FRANKLIN TOTAL ADVANTAGE 2045 R6 GREAT GRAY · EIN 82-3327181 / PN 356 | Common Collective Trust | — | — | $259K | 7.0% | |
| FRANKLIN TOTAL ADVANTAGE 2050 R6 GREAT GRAY · EIN 82-3383993 / PN 357 | Common Collective Trust | — | — | $250K | 6.7% | |
| Vanguard 500 Index Fund; Admiral | Mutual Funds | — | — | $239K | 6.4% | |
| * Empower Annuity Insurance Company Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $170K | 4.6% | |
| Vanguard Total Intl Stock Index; Admiral | — | — | — | $113K | 3.1% | |
| FRANKLIN TOTAL ADVANTAGE 2025 R6 GREAT GRAY · EIN 82-3269796 / PN 352 | Common Collective Trust | — | — | $97K | 2.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $97K | 2.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $49K | 1.3% | |
| FRANKLIN TOTAL ADVANTAGE RETIREMENT GREAT GRAY · EIN 82-3225947 / PN 350 | Common Collective Trust | — | — | $48K | 1.3% | |
| FRANKLIN TOTAL ADVANTAGE 2020 R6 GREAT GRAY · EIN 82-3236968 / PN 351 | Common Collective Trust | — | — | $21K | 0.6% | |
| Vanguard Mid Cap Index Fund; Admiral | — | — | — | $19K | 0.5% | |
| Fidelity Total Bond K6 | — | — | — | $18K | 0.5% | |
| American Funds New World R6 | — | — | — | $10K | 0.3% | |
| Massmutual Select Mid Cap Growth I | — | — | — | $10K | 0.3% | |
| JPMorgan Equity Income R3 | — | — | — | $8K | 0.2% | |
| Empower International Value Inv | — | — | — | $8K | 0.2% | |
| Principal Real Estate Securities Inst | — | — | — | $5K | 0.1% | |
| American Funds Europacific Growth Fund; R6 | — | — | — | $3K | <0.1% | |
| Alliance Bernstein Large Cap Growth Z | — | — | — | $3K | <0.1% | |
| various dates through August 2025 | — | — | — | $3K | <0.1% | |
| American Funds Beacon Small Cap Value R5 | — | — | — | $3K | <0.1% | |
| MFS Mid Cap Value A | — | — | — | $1K | <0.1% |
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