Original filing (PDF)20251015154258NAL0002571843001

ASSOCIATED BUILDERS AND CONTRACTORS, INC.

Name: ASSOCIATED BUILDERS AND CONTRACTORS, INC. — ASSOCIATED BUILDERS AND CONTRACTORS, INC. RETIREMENT & SAVINGS PLAN, Form 5500 (2024)
Creator: ASSOCIATED BUILDERS AND CONTRACTORS, INC.

Form 5500

FILING_RECEIVED

ASSOCIATED BUILDERS AND CONTRACTORS, INC. RETIREMENT & SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,367

Accounts w/ balance

1,163

Plan assets (EOY)

$83.6M

Net assets (EOY)

$83.6M

How this plan invests

This plan

13 pooled trusts

Schedule D

117 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

47 bps in Schedule C fees — 194% above peer band of 16 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATED BUILDERS AND CONTRACTORS, INC..

Plan sponsor

Name

ASSOCIATED BUILDERS AND CONTRACTORS, INC.

EIN

52-0579380

Address

4400 FIRST STREET NW · SUITE 200 · WASHINGTON, DC · 20001

Phone

(202) 595-1870

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

FIDUCIARY CONSULTING GROUP, INC

EIN

20-2807852

City

MURFREESBORO, TN

Phone

(615) 848-0015

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

2A · Age/service weighted or new comparability

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)

2U · Association Retirement Plan

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

LBMC, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS LIFE INSURANCE CORP	47-0098400	—	NONE	$202K	—
FIDUCIARY CONSULTING GROUP, INC	20-2807852	—	NONE	$115K	—
FREEGULLIVER, LLC.	72-1498534	—	NONE	$43K	—
NORTHWESTERN MUTUAL WEALTH MANAGEME	39-2018056	—	NONE	$19K	—
CHARLES SCHWAB BANK	82-3967259	—	NONE	$15K	—

Investments

108 direct securities · 13 pooled funds· $66.7M(80% 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

$41.5M

13 holdings

Uncategorized

$25.0M

107 holdings

OTHER

$192K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001	Common Collective Trust	—	—	$6.0M	7.2%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001	Common Collective Trust	—	—	$5.5M	6.5%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001	Common Collective Trust	—	—	$5.4M	6.5%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001	Common Collective Trust	—	—	$5.1M	6.1%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001	Common Collective Trust	—	—	$4.7M	5.7%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001	Common Collective Trust	—	—	$4.5M	5.4%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001	Common Collective Trust	—	—	$3.6M	4.3%
EQUITY INDEX FUND	—	—	—	$2.8M	3.4%
EQUITY INDEX FUND	—	—	—	$2.5M	3.0%
EQUITY INDEX FUND	—	—	—	$2.2M	2.6%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001	Common Collective Trust	—	—	$2.1M	2.5%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001	Common Collective Trust	—	—	$2.0M	2.4%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001	Common Collective Trust	—	—	$1.7M	2.0%
EQUITY INDEX FUND	—	—	—	$1.5M	1.8%
EAFE EQUITY INDEX FUND	—	—	—	$1.3M	1.6%
EAFE EQUITY INDEX FUND	—	—	—	$1.2M	1.4%
EAFE EQUITY INDEX FUND	—	—	—	$1.0M	1.2%
EQUITY INDEX FUND	—	—	—	$823K	1.0%
EAFE EQUITY INDEX FUND	—	—	—	$715K	0.9%
CORE BOND FUND	—	—	—	$651K	0.8%
CORE BOND FUND	—	—	—	$640K	0.8%
CORE PLUS BOND FUND	—	—	—	$474K	0.6%
CORE PLUS BOND FUND	—	—	—	$454K	0.5%
EQUITY INDEX FUND	—	—	—	$445K	0.5%
EQUITY INDEX FUND	—	—	—	$437K	0.5%
AMERITAS STABLE VALUE COLLECTIVE TR AMERICAN TRUST COMPANY · EIN 38-7302614 / PN 001	Common Collective Trust	—	—	$405K	0.5%
EAFE EQUITY INDEX FUND	—	—	—	$388K	0.5%
MID CAP EQUITY INDEX FUND	—	—	—	$311K	0.4%
MID CAP EQUITY INDEX FUND	—	—	—	$280K	0.3%
CORE PLUS BOND FUND	—	—	—	$263K	0.3%
MID CAP EQUITY INDEX FUND	—	—	—	$246K	0.3%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$243K	0.3%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$242K	0.3%
CORE PLUS BOND FUND	—	—	—	$231K	0.3%
CORE PLUS BOND FUND	—	—	—	$217K	0.3%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$216K	0.3%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$215K	0.3%
CORE PLUS BOND FUND	—	—	—	$213K	0.3%
FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES, INC · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$210K	0.3%
EAFE EQUITY INDEX FUND	—	—	—	$209K	0.2%
EAFE EQUITY INDEX FUND	—	—	—	$205K	0.2%
PRINCIPAL DIVERSIFIED REAL ASSET CI PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001	Common Collective Trust	—	—	$203K	0.2%
Other	OTHER	—	$192K	$192K	0.2%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$190K	0.2%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$189K	0.2%
MID CAP EQUITY INDEX FUND	—	—	—	$165K	0.2%
CORE BOND FUND	—	—	—	$158K	0.2%
SMALL CAP EQUITY INDEX FUND	—	—	—	$157K	0.2%
CORE BOND FUND	—	—	—	$151K	0.2%
SMALL CAP EQUITY INDEX FUND	—	—	—	$142K	0.2%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$131K	0.2%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$131K	0.2%
SMALL CAP EQUITY INDEX FUND	—	—	—	$125K	0.1%
HIGH YIELD FUND	—	—	—	$111K	0.1%
HIGH YIELD FUND	—	—	—	$109K	0.1%
U.S. REIT INDEX FUND	—	—	—	$107K	0.1%
INFLATION MANAGED BOND FUND	—	—	—	$105K	0.1%
INFLATION MANAGED BOND FUND	—	—	—	$103K	0.1%
LIQUIDITY FUND	—	—	—	$99K	0.1%
U.S. REIT INDEX FUND	—	—	—	$96K	0.1%
MID CAP EQUITY INDEX FUND	—	—	—	$92K	0.1%
LIQUIDITY FUND	—	—	—	$90K	0.1%
LIQUIDITY FUND	—	—	—	$89K	0.1%
CORE BOND FUND	—	—	—	$88K	0.1%
CORE PLUS BOND FUND	—	—	—	$86K	0.1%
LIQUIDITY FUND	—	—	—	$85K	0.1%
U.S. REIT INDEX FUND	—	—	—	$84K	0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$83K	<0.1%
CORE BOND FUND	—	—	—	$77K	<0.1%
LIQUIDITY FUND	—	—	—	$77K	<0.1%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$71K	<0.1%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$71K	<0.1%
HIGH YIELD FUND	—	—	—	$62K	<0.1%
MID CAP EQUITY INDEX FUND	—	—	—	$59K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$58K	<0.1%
MID CAP EQUITY INDEX FUND	—	—	—	$58K	<0.1%
LIQUIDITY FUND	—	—	—	$54K	<0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$46K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$41K	<0.1%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$38K	<0.1%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$38K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$38K	<0.1%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$38K	<0.1%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$38K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$37K	<0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$33K	<0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$32K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$31K	<0.1%
LIQUIDITY FUND	—	—	—	$30K	<0.1%
CORE BOND FUND	—	—	—	$29K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$28K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$27K	<0.1%
HIGH YIELD FUND	—	—	—	$23K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$22K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$21K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$20K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$17K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$17K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$16K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$13K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$11K	<0.1%
Interest-bearing cash (include money market accounts & certificates of deposit)	—	—	$9K	$9K	<0.1%
Value of funds held in insurance company general account (unallocated contracts)	—	—	$9K	$9K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$8K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$4K	<0.1%
FLOATING RATE INCOME FUND	—	—	—	$231	<0.1%
FLOATING RATE INCOME FUND	—	—	—	$169	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%