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Original filing (PDF)20250730131614NAL0002387827001
DIGGING & RIGGING, INC.
Form 5500
FILING_RECEIVED
DIGGING & RIGGING 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
187
Accounts w/ balance
219
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
29 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 112% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIGGING & RIGGING, INC..
Plan sponsor
Name
DIGGING & RIGGING, INC.
EIN
52-1210282
Address
6037 BUFFALO ROAD · MOUNT AIRY, MD · 21771
Phone
(301) 972-4470
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BETHKE CPA, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $45K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | — | ANNAPOLIS, MD | INVESTMENT ADVISOR | $15K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNCAN ACCOUNTING & TAX SERVICES | 25-1408612 | IRWIN, PA | NONE | $7K | — |
Investments
5 direct securities · 29 pooled funds· $13.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$12.6M
29 holdings
Uncategorized
$713K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMER TARGET 2035 FUND R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 15.4% | |
| AMER TARGET 2045 FUND R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 11.7% | |
| AMER TARGET 2030 FUND R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 11.1% | |
| FIDELITY 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 9.2% | |
| AMER TARGET 2060 FUND R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 9.1% | |
| AMER TARGET 2040 FUND R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 8.5% | |
| AMER TARGET 2055 FUND R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $904K | 7.0% | |
| AMER TARGET 2050 FUND R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $669K | 5.2% | |
| AMER TARGET 2025 FUND R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $563K | 4.3% | |
| VANGUARD GROWTH INDEX FD ADM JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $437K | 3.4% | |
| AMER TARGET 2010 FUND R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $421K | 3.2% | |
| Participant Loans Interest from 4.25% to 9.50% | — | — | — | $403K | 3.1% | |
| JOHN HANCOCK STABLE VAL FD R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $277K | 2.1% | |
| American Funds 2065 Target Date Fund R-6 Mutual fund | — | — | — | $230K | 1.8% | |
| AMER FUNDS 2065 TD RET R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $230K | 1.8% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $119K | 0.9% | |
| JP MORGAN EQUITY INCOME R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $77K | 0.6% | |
| IMPAX SUSTAINABLE ALLOCN INSTL FD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $64K | 0.5% | |
| VANGUARD INTL GROWTH FD ADM JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $54K | 0.4% | |
| BAIRD CORE PLUS BOND INST JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $54K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral Mutual fund | — | — | — | $47K | 0.4% | |
| VANGUARD TTL BD MKT IND FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.4% | |
| FIDELITY SM CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.4% | |
| VANGUARD SMALL CAP VALUE INDEX ADM JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $45K | 0.3% | |
| Vanguard Mid Cap Growth Index Fund Admiral Mutual fund | — | — | — | $29K | 0.2% | |
| VANGUARD MIDCAP GRWTH IND ADM JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | 0.2% | |
| VANGUARD MID-CAP VALUE IND ADM JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.2% | |
| FIDELITY TOTAL MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.2% | |
| VANGUARD SMALL GROWTH ADML JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% | |
| AMER TARGET 2020 FUND R6 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| DODGE & COX INTL STOCK I JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| FIDELITY INTERNATIONAL IDX FD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| JP Morgan US Government Money Market Fund Money Market Fund | — | — | — | $4K | <0.1% | |
| JPMORGAN US GOVT MMKT CAP CL JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% |
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