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Original filing (PDF)20250627103907NAL0005459891001
CONSOLIDATED WATERPROOFING CONTRACTORS, INC.
Form 5500
FILING_RECEIVED
CONSOLIDATED WATERPROOFING CONTRACTORS, INC. 401(K) CONTRIBUTION PROFIT SHARING
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
244
Accounts w/ balance
248
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED WATERPROOFING CONTRACTORS, INC..
Plan sponsor
Name
CONSOLIDATED WATERPROOFING CONTRACTORS, INC.
EIN
52-1874733
Address
10732 HANNA STREET · BELTSVILLE, MD · 20705
Phone
(301) 452-1151
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
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
SHELTON & COMPANY, CPAS, PC
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 | $36K | — |
| SAFE HARBOR INVESTMENT ADVISORS | — | MONROVIA, MD | NONE | $30K | — |
Investments
30 direct securities· $21.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $5.0M | 23.6% | |
| Nuveen Lifecycle Index 2045 R6 Nuveen 0 | — | — | — | $1.8M | 8.4% | |
| Nuveen Lifecycle Index 2035 R6 Nuveen 0 | — | — | — | $1.7M | 8.2% | |
| Nuveen Lifecycle Index 2030 R6 Nuveen 0 | — | — | — | $1.3M | 6.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.2M | 5.7% | |
| Nuveen Lifecycle Index 2020 R6 Nuveen 0 | — | — | — | $1.1M | 5.3% | |
| Nuveen Lifecycle Index 2040 R6 Nuveen 0 | — | — | — | $965K | 4.5% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $824K | 3.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $821K | 3.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $700K | 3.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $687K | 3.2% | |
| Nuveen Lifecycle Index 2025 R6 Nuveen 0 | — | — | — | $646K | 3.0% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $591K | 2.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $513K | 2.4% | |
| Nuveen Lifecycle Index Retirement Inc R6 Nuveen 0 | — | — | — | $513K | 2.4% | |
| Nuveen Lifecycle Index 2055 R6 Nuveen 0 | — | — | — | $462K | 2.2% | |
| Vanguard Interm-Term Treas Index Adm Vanguard 0 | — | — | — | $382K | 1.8% | |
| American Funds Capital World Bond R6 American Funds 0 | — | — | — | $361K | 1.7% | |
| Nuveen Lifecycle Index 2050 R6 Nuveen 0 | — | — | — | $338K | 1.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $333K | 1.6% | |
| T. Rowe Price Spect Mod Grw Alloc I T. Rowe Price 0 97 T. Rowe Price Spectrum Cons Alloc I T. Rowe Price 0 220 Nuveen International Equity Index R6 Nuveen 0 | — | — | — | $236K | 1.1% | |
| Nuveen Lifecycle Index 2060 R6 Nuveen 0 | — | — | — | $223K | 1.0% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $200K | 0.9% | |
| Nuveen Lifecycle Index 2065 R6 Nuveen 0 | — | — | — | $170K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $69K | 0.3% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $61K | 0.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $35K | 0.2% | |
| T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0 | — | — | — | $13K | <0.1% | |
| American Funds Global Balanced R6 American Funds 0 | — | — | — | $2K | <0.1% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $2K | <0.1% |
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