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Original filing (PDF)20251015110930NAL0002299171001
GRUNLEY CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
GRUNLEY CONSTRUCTION, INC. 401(K) PS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
296
Accounts w/ balance
400
Plan assets (EOY)
$47.3M
Net assets (EOY)
$47.3M
How this plan invests
This plan
4 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)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRUNLEY CONSTRUCTION, INC..
Plan sponsor
Name
GRUNLEY CONSTRUCTION, INC.
EIN
52-1577562
Address
15020 SHADY GROVE ROAD · SUITE 500 · ROCKVILLE, MD · 208503390
Phone
(240) 399-0782
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
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ELLIN AND TUCKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $41K | — |
| KESTRA ADVISORY SERVICES. | 35-2552359 | — | NONE | $20K | — |
Investments
27 direct securities · 4 pooled funds· $47.3M(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
$45.6M
27 holdings
Common Collective Trust
$1.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $6.5M | 13.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $5.6M | 11.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $5.3M | 11.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $5.0M | 10.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $4.2M | 8.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.7M | 7.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.5M | 5.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.4M | 5.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $2.4M | 5.1% | |
| Harbor Capital Appreciation Ret Harbor 0 | — | — | — | $1.2M | 2.5% | |
| CL) STABLE VALUE FUND CL I1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $989K | 2.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $835K | 1.8% | |
| Dodge & Cox Stock Fund I Dodge & Cox 0 | — | — | — | $723K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $717K | 1.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $657K | 1.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $570K | 1.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $491K | 1.0% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $446K | 0.9% | |
| Wasatch Sm Cap Growth Fd Inv Wasatch 0 | — | — | — | $434K | 0.9% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $397K | 0.8% | |
| EMERGING MARKETS FUND II I1 GREAT GRAY TRUST · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $305K | 0.6% | |
| GG EUROPACIFIC GROWTH TRUST I1 GREAT GRAY TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $263K | 0.6% | |
| PIMCO All Asset Instl PIMCO 0 | — | — | — | $252K | 0.5% | |
| DFA Intl Small Company Port Instl DFA 0 | — | — | — | $179K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $81K | 0.2% | |
| SMALL CAP VALUE III I1 GREAT GRAY TRUST · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $59K | 0.1% | |
| Victory Pioneer Strategic Income R6 Victory 0 | — | — | — | $35K | <0.1% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $24K | <0.1% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $13K | <0.1% |
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