Back to filter
Original filing (PDF)20251001093408NAL0031307602001
BARNHILL CONTRACTING COMPANY
Form 5500
FILING_RECEIVED
BARNHILL CONTRACTING COMPANY PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
1,039
Accounts w/ balance
1,277
Plan assets (EOY)
$78.8M
Net assets (EOY)
$78.8M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
78
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Managed Profit Sharing Account Managed 0" is 44% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARNHILL CONTRACTING COMPANY.
Plan sponsor
Name
BARNHILL CONTRACTING COMPANY
EIN
56-0512633
Address
800 TIFFANY BLVD · STE 200 · ROCKY MOUNT, NC · 27804
Phone
(252) 823-1021
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
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2H · Partial 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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $102K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $9K | — |
| MESIROW | 36-3429599 | — | NONE | $3K | — |
Investments
23 direct securities · 1 pooled fund· $76.1M(97% 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
$74.4M
23 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Managed Profit Sharing Account Managed 0 | — | — | — | $33.1M | 42.0% | |
| T. Rowe Price Blue Chip Growth Inv T. Rowe Price 0 | — | — | — | $9.0M | 11.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $6.6M | 8.3% | |
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $5.6M | 7.1% | |
| American Funds Cap World Gr & Inc R6 American Funds 0 | — | — | — | $3.3M | 4.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $2.4M | 3.1% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $2.4M | 3.0% | |
| T. Rowe Price New Horizons I T. Rowe Price 0 | — | — | — | $2.2M | 2.8% | |
| Vanguard Interm-Term Treasury Adm Vanguard 0 | — | — | — | $2.0M | 2.5% | |
| FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.3M | 1.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.0M | 1.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $951K | 1.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $853K | 1.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $848K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $826K | 1.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $518K | 0.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $485K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $427K | 0.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $397K | 0.5% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $125K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $39K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $20K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $4K | <0.1% |