Back to filter
Original filing (PDF)20251008193924NAL0010370976001
C. WILLIAM HETZER, INC.
Form 5500
FILING_RECEIVED
C. WILLIAM HETZER, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
157
Accounts w/ balance
189
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. WILLIAM HETZER, INC..
Plan sponsor
Name
C. WILLIAM HETZER, INC.
EIN
52-0643997
Address
9401 SHARPSBURG PIKE · HAGERSTOWN, MD · 21740
Phone
(301) 733-7300
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
2025-10-08
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALBRIGHT CRUMBACKER MOUL & ITELL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY, LLC | 52-0783935 | — | TPA | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $34K | — |
Investments
26 direct securities · 1 pooled fund· $20.4M(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.
Uncategorized
$10.4M
26 holdings
Pooled Separate Account
$10.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $10.0M | 94.0% | |
| Voya Target Retire 2030 Fnd R6 Mutual Funds | — | — | — | $2.2M | 21.0% | |
| Voya Target Retire 2025 Fnd R6 Mutual Funds | — | — | — | $1.8M | 16.9% | |
| Voya Target Retire 2035 Fnd R6 Mutual Funds | — | — | — | $1.7M | 16.2% | |
| Voya Target In-Retirement Fund R6 Mutual Funds | — | — | — | $976K | 9.2% | |
| Voya Target Retire 2055 Fnd R6 Mutual Funds | — | — | — | $613K | 5.8% | |
| Vanguard U.S. Growth Fund Adm Mutual Funds | — | — | — | $531K | 5.0% | |
| Voya Target Retire 2050 Fnd R6 Mutual Funds | — | — | — | $429K | 4.0% | |
| Voya Target Retire 2045 Fnd R6 Mutual Funds | — | — | — | $419K | 3.9% | |
| Voya Fixed Account (4450) Stability of Principal | — | — | — | $386K | 3.6% | |
| Victory Integrity Mid-Cap Value Fd R6 Mutual Funds | — | — | — | $356K | 3.3% | |
| Voya Target Retire 2040 Fnd R6 Mutual Funds | — | — | — | $331K | 3.1% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $165K | 1.6% | |
| JP Morgan Research Enhance Eq Mutual Funds | — | — | — | $103K | 1.0% | |
| American Funds Perspective R6 Mutual Funds | — | — | — | $49K | 0.5% | |
| Voya Target Retire 2060 Fnd R6 Mutual Funds | — | — | — | $48K | 0.5% | |
| DFA Real Estate Sec Port Ins Mutual Funds | — | — | — | $39K | 0.4% | |
| Voya Target Retire 2065 Fnd R6 Mutual Funds | — | — | — | $36K | 0.3% | |
| Vanguard Explorer Fund Adm Mutual Funds ** 37 Vanguard Ext Mkt Index Fnd Adm Mutual Funds | — | — | — | $32K | 0.3% | |
| Vanguard Equity Income Fund Adm Mutual Funds | — | — | — | $30K | 0.3% | |
| DFA US Targeted Vl Port Ins Mutual Funds | — | — | — | $29K | 0.3% | |
| Fidelity Adv Ttl Bnd Fd Z Mutual Funds ** 758 DFA Infl-Prot Sec Port Ins Mutual Funds ** 838 Vanguard High-Yield Corporate Fund Admiral Mutual Funds ** 158 Fidelity Mid Cap Idx Fd Mutual Funds | — | — | — | $21K | 0.2% | |
| Fidelity Emerging Markets Indx Fund Mutual Funds ** 342 PGIM Global Total Return Fd R6 Mutual Funds | — | — | — | $18K | 0.2% | |
| Fidelity Tot Intl Idx Fund Mutual Funds | — | — | — | $13K | 0.1% | |
| Voya Gov't Money Market Mutual Funds | — | — | — | $3K | <0.1% | |
| Vanguard Balanced Indix Fund Adm Mutual Funds | — | — | — | $3K | <0.1% | |
| Fidelity Small Cp Ind Fd Mutual Funds | — | — | — | $1K | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INS AND ANNUITY CO
U.S. BANCORP
U.S. BANK 401(K) SAVINGS PLAN
$11.4B · 67,658 participants
TRAPEZE SOFTWARE GROUP, INC.
CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN
$1.4B · 12,026 participants
ASANTE
ASANTE 403B PLAN
$758.5M · 5,815 participants
LECO CORPORATION
LECO CORPORATION 401(K) RETIREMENT PLAN
$154.2M · 807 participants
THE S/L/A/M COLLABORATIVE, INC.
THE S/L/A/M COLLABORATIVE, INC. INVESTMENT SAVINGS AND PROFIT SHARING PLAN
$74.6M · 282 participants
OHIO LIVING
OHIO LIVING 403(B) PLAN
$72.5M · 2,442 participants
Similar-size Construction plans
STRUCTURAL ASSOCIATES, INC.
STRUCTURAL ASSOCIATES,INC. 401(K) SALARY SAVINGS PLAN
$10.6M · 32 participants
MIDLANDS CONTRACTING, INC.
MIDLANDS CONTRACTING, INC. 401(K) PROFIT SHARING PLAN
$10.6M · 42 participants
THE COLASANTI GROUP, INC.
COLASANTI GROUP, INC. 401(K) PROFIT SHARING PLAN
$10.6M · 140 participants
JPAL HOLDINGS, INC.
P&L 401(K) PLAN
$10.7M · 58 participants
HUBER INDUSTRIES, INC.
HUBER INDUSTRIES, INC. 401(K) PLAN
$10.6M · 39 participants
VOGEL BROS. BUILDING CO.
VOGEL BROS. BUILDING CO. 401(K) SAVING PLAN
$10.7M · 111 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B