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Original filing (PDF)20250808105037NAL0004386019001
SALT RIVER MATERIALS GROUP
Form 5500
FILING_RECEIVED
SALT RIVER MATERIALS GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
420
Accounts w/ balance
459
Plan assets (EOY)
$89.3M
Net assets (EOY)
$89.3M
How this plan invests
This plan
14 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.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALT RIVER MATERIALS GROUP.
Plan sponsor
Name
SALT RIVER MATERIALS GROUP
EIN
56-2621824
Address
8800 EAST CHAPARRAL ROAD · SUITE 155 · SCOTTSDALE, AZ · 85250
Phone
(928) 639-8048
Industry
Public Administrationsee 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
2025-08-08
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $60K | — |
Investments
21 direct securities · 14 pooled funds· $109.4M(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.
Uncategorized
$62.4M
21 holdings
Common Collective Trust
$46.5M
13 holdings
Pooled Separate Account
$538K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Idx Instl Fund | — | — | — | $12.0M | 13.5% | |
| JanusHenderson Entrprs N | — | — | — | $6.9M | 7.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.9M | 7.7% | |
| American Funds NewPrsp R6 Fnd | — | — | — | $6.4M | 7.2% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $5.9M | 6.6% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | — | $5.9M | 6.6% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $5.2M | 5.8% | |
| Fidelity Growth Company Fund | — | — | — | $5.2M | 5.8% | |
| Vanguard Sm Cap Index Adm Fund | — | — | — | $5.1M | 5.8% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.1M | 5.8% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $4.9M | 5.5% | |
| American Fds WshMut Inv R6 Fd | — | — | — | $4.9M | 5.5% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $4.8M | 5.4% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $4.6M | 5.1% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.3% | |
| Amer Funds Amer Bal R6 Fd | — | — | — | $2.8M | 3.1% | |
| American Funds SMCAP Wld R6 Fd | — | — | — | $2.7M | 3.0% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.4% | |
| JanusHenderson Triton N | — | — | — | $2.0M | 2.2% | |
| Vanguard Mid Cap Index Adm Fd | — | — | — | $1.6M | 1.8% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.8% | |
| DODGE & COX INCOME X FUND | — | — | — | $1.5M | 1.7% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | — | $1.0M | 1.1% | |
| Vanguard Hi-Yld Corp Adm Fund | — | — | — | $951K | 1.1% | |
| JP Morgan US Equity R6 Fund | — | — | — | $864K | 1.0% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $822K | 0.9% | |
| Vgd Trgt Rtmt 2055 Trust II | — | — | — | $615K | 0.7% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $538K | 0.6% | |
| Principal Stable Value Z Fund | — | — | — | $538K | 0.6% | |
| JP Morgan MidCpValue L Fund | — | — | — | $513K | 0.6% | |
| Vgd Trgt Rtmt 2060 Trust II | — | — | — | $275K | 0.3% | |
| Vgd Trgt Rtmt 2050 Trust II | — | — | — | $261K | 0.3% | |
| Prin SmCap Value II Sep Acct-Z | — | — | — | $243K | 0.3% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $222K | 0.2% |
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