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Original filing (PDF)20251015193407NAL0011236050001
FORT MYER CONSTRUCTION CORPORATION
Form 5500
FILING_RECEIVED
FORT MYER CONSTRUCTION CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
272
Accounts w/ balance
301
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
25 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)
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 FORT MYER CONSTRUCTION CORPORATION.
Plan sponsor
Name
FORT MYER CONSTRUCTION CORPORATION
EIN
54-0956585
Address
2237 33RD STREET NE · WASHINGTON, DC · 20018
Phone
(202) 636-9535
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | INVESTMENT ADVISORY | $29K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | — | CONTRACT ADMINISTRATOR | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADV. PART. | $0 | — |
Investments
10 direct securities · 25 pooled funds· $24.4M(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.
Common Collective Trust
$16.4M
22 holdings
Uncategorized
$7.5M
10 holdings
Pooled Separate Account
$445K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option 12/31/2024 (at contract value) NR | — | — | — | $4.4M | 18.2% | |
| FLEXPATH INDEX MODERATE RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $2.5M | 10.5% | |
| FLEXPATH INDEX MODERATE 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.4M | 9.9% | |
| FLEXPATH INDEX AGGRE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $1.7M | 6.9% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.8% | |
| FLEXPATH INDEX AGGRE 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $1.6M | 6.7% | |
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $1.6M | 6.7% | |
| FLEXPATH INDEX AGGRE 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $1.5M | 6.3% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.3M | 5.4% | |
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.2M | 5.0% | |
| Various with interest ranging * Participant loans from 4.25% to 9.50% - | — | — | — | $853K | 3.5% | |
| FLEXPATH INDEX AGGRE RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $748K | 3.1% | |
| FLEXPATH INDEX AGGRE 2065 L1 GREAT GRAY TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $457K | 1.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $358K | 1.5% | |
| FLEXPATH INDEX CONSERV RTE R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $271K | 1.1% | |
| Great Gray Trust Company EuroPacific Growth Fund Collective Trust NR | — | — | — | $263K | 1.1% | |
| GREATGRAY EURO GROTH L1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $263K | 1.1% | |
| FLEXPATH INDEX CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $197K | 0.8% | |
| MID CAP VALUE L1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $190K | 0.8% | |
| SMALL CAP VALUE II L1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $186K | 0.8% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | — | — | — | $141K | 0.6% | |
| Calvert US Large-Cap Core Responsible Index Fund Mutual Fund NR | — | — | — | $130K | 0.5% | |
| MID CAP GROWTH L1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $129K | 0.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $87K | 0.4% | |
| Fidelity International Index Fund Mutual Fund NR | — | — | — | $85K | 0.4% | |
| FLEXPATH INDEX CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $71K | 0.3% | |
| Lincoln Stable Value Account Guaranteed Investment Account NR | — | — | — | $28K | 0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $23K | <0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund NR | — | — | — | $8K | <0.1% | |
| SMALL CAP GROWTH FUND II L1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH INDEX CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |