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Original filing (PDF)20251015052313NAL0005251600001
CONCRETE GENERAL, INC.
Form 5500
FILING_RECEIVED
CONCRETE GENERAL, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
217
Accounts w/ balance
199
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
14 pooled trusts
Schedule D
31 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
- 52 bps in Schedule C fees — 79% 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 CONCRETE GENERAL, INC..
Plan sponsor
Name
CONCRETE GENERAL, INC.
EIN
52-0956321
Address
8000 BEECHCRAFT AVENUE · GAITHERSBURG, MD · 208795520
Phone
(301) 948-4450
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROCHA & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 82-3226180 | — | INVESTMENT ADVISORY | $57K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
Investments
18 direct securities · 14 pooled funds· $21.1M(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
$11.4M
18 holdings
Common Collective Trust
$9.7M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index K Fund Mutual Fund NR | — | — | — | $2.8M | 13.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.2M | 10.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.9M | 8.9% | |
| ClearBridge Large Cap Gr IS Fund Mutual Fund NR | — | — | — | $1.9M | 8.8% | |
| JP Morgan Equity Income R6 Fund Mutual Fund NR | — | — | — | $1.8M | 8.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.5M | 7.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 5.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.0M | 4.8% | |
| Western Asset CR Plus Bond Is Fund Mutual Fund NR | — | — | — | $773K | 3.7% | |
| Am Funds Euro Pacific Grwh R6 Fd Mutual Fund NR | — | — | — | $679K | 3.2% | |
| Hartford Midcap R6 Fund Mutual Fund NR | — | — | — | $658K | 3.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $600K | 2.8% | |
| PIMCO Income Institutional Fund Mutual Fund NR | — | — | — | $597K | 2.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $557K | 2.6% | |
| Oakmark Int'l Fund-Inst Mutual Fund NR | — | — | — | $461K | 2.2% | |
| With interest rates ranging * Notes receivable from participants from 4.25% to 9.5% - | — | — | — | $456K | 2.2% | |
| Ishares Russ 2000 SC Index K Fund Mutual Fund NR | — | — | — | $333K | 1.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $308K | 1.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $298K | 1.4% | |
| Vanguard Midcap Val Index Adm Fd Mutual Fund NR | — | — | — | $219K | 1.0% | |
| Macquerie Emerging Markets R6 Mutual Fund NR | — | — | — | $190K | 0.9% | |
| Ishares Russ Md-Cap Index K Fund Mutual Fund NR | — | — | — | $178K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $139K | 0.7% | |
| PGIM Global RE R6 Fund Mutual Fund NR | — | — | — | $112K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $89K | 0.4% | |
| Macquerie Value R6 Fund Mutual Fund NR | — | — | — | $68K | 0.3% | |
| Clearbridge Int'l Value IS Fund Mutual Fund NR | — | — | — | $66K | 0.3% | |
| AB Small Cap Growth Port Z Fund Mutual Fund NR | — | — | — | $61K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $27K | 0.1% | |
| Principal Lifetime 2010 Fund Common Collective Trust NR | — | — | — | $26K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $26K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% |
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