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Original filing (PDF)20251015165929NAL0005196017001
CHOCTAW CONSTRUCTION SERVICES LLC
Form 5500
FILING_RECEIVED
CHOCTAW CONSTRUCTION SERVICES LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
278
Accounts w/ balance
659
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Matrix Trust Company Vanguard Total Stock MKT IDX Adm" is 43% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHOCTAW CONSTRUCTION SERVICES LLC.
Plan sponsor
Name
CHOCTAW CONSTRUCTION SERVICES LLC
EIN
47-3628637
Address
P.O. BOX 187 · KATY, TX · 77492
Phone
(281) 392-3122
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BENTLEY, BRATCHER & ASSOCIATES, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $6K | — |
Investments
15 direct securities· $1.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Matrix Trust Company Vanguard Total Stock MKT IDX Adm | — | — | — | $593K | 42.1% | |
| Matrix Trust Company Vanguard Total Intl Stock Index Admiral | — | — | — | $348K | 24.7% | |
| Matrix Trust Company Vanguard Total Bond Market Index Adm | — | — | — | $194K | 13.7% | |
| Matrix Trust Company Vanguard Real Estate Index Admiral | — | — | — | $99K | 7.0% | |
| Matrix Trust Company Vanguard Total Intl BD IDX Admiral | — | — | — | $83K | 5.9% | |
| Matrix Trust Company BANC Master Deposit Account A 18 Notes Receivable from Maturity Dates Ranging from 2025 - 2029 Participants Interest Rates 4.25% - 9.50% | — | — | — | $23K | 1.7% | |
| Matrix Trust Company Vanguard Shrt-Term Infl-Prot Sec IDX Adm | — | — | — | $17K | 1.2% | |
| Matrix Trust Company Vanguard Developed MKT Index Admiral | — | — | — | $7K | 0.5% | |
| Matrix Trust Company Nuveen Core Impact Bond 744 * Matrix Trust Company Vanguard 500 Index Admiral | — | — | — | $5K | 0.4% | |
| Matrix Trust Company Vanguard Mid-Cap Value Index Admiral | — | — | — | $4K | 0.3% | |
| Matrix Trust Company Vanguard Ftse Social Index Admiral 409 * Matrix Trust Company Vanguard Growth Index Admiral | — | — | — | $2K | 0.1% | |
| Matrix Trust Company Vanguard Mid-Cap Growth Index Admiral | — | — | — | $2K | 0.1% | |
| Matrix Trust Company DFA Emerging Mkts Stock Idx Adm | — | — | — | $2K | 0.1% | |
| Matrix Trust Company Vanguard Small Cap Index Adm | — | — | — | $2K | 0.1% | |
| Matrix Trust Company Vanguard Interm-Term Bond Index Adm 352 * Matrix Trust Company Vanguard Mid Cap Index Admiral | — | — | — | $2K | 0.1% |
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