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Original filing (PDF)20251030144656NAL0002415041001
OVERLAND CONTRACTING INC.
Form 5500
FILING_RECEIVED
CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Signals · 2
94% in single holdingNo recordkeeper disclosed
Active participants
1,906
Accounts w/ balance
210
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 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
75
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Plan's interest in Black & Veatch Master Trust Interest in Master Trust" is 94% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OVERLAND CONTRACTING INC..
Plan sponsor
Name
OVERLAND CONTRACTING INC.
EIN
48-1192113
Address
11401 LAMAR AVE. · OVERLAND PARK, KS · 66211
Phone
(913) 458-2000
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
2025-10-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PICKETT CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
1 direct security · 2 pooled funds· $3.4M(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.
Master Trust
$3.2M
2 holdings
Uncategorized
$206K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACK & VEATCH MASTER TRUST BVH, INC. · EIN 47-1888435 / PN 301 | Master Trust | — | — | $3.2M | 93.6% | |
| Notes Receivable from Participants Various participants, interest rates ranging from 4.25% to 10.50% | — | — | — | $206K | 6.1% | |
| BLACK & VEATCH EMPL BEN PL MSTER TR BLACK & VEATCH HOLDING COMPANY · EIN 43-6275601 / PN 001 | Master Trust | — | — | $0 | <0.1% |
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