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Original filing (PDF)20250929091747NAL0004931699001
FLORENCE CONCRETE PRODUCTS, INC.
Form 5500
FILING_RECEIVED
FLORENCE CONCRETE PRODUCTS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
119
Accounts w/ balance
109
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
5 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLORENCE CONCRETE PRODUCTS, INC..
Plan sponsor
Name
FLORENCE CONCRETE PRODUCTS, INC.
EIN
57-0353598
Address
P.O. BOX 5506 · FLORENCE, SC · 29502
Phone
(843) 662-2549
Industry
Manufacturingsee 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
2025-09-29
Pension benefit codes
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
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK & TRUST. | — | RALEIGH, NC | NONE | $25K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $19K | — |
Investments
19 direct securities · 5 pooled funds· $6.6M(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
$4.6M
19 holdings
Common Collective Trust
$2.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GOALVIEW MODERATELY AGGRESSIVE INST AMERICAN TRUST COMPANY · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $1.3M | 19.5% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.1M | 16.1% | |
| AB Large Cap Growth I Alliance Bernstein 0 | — | — | — | $797K | 12.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $670K | 10.1% | |
| Goldman Sachs Intl Sm Cap Insights R6 Goldman Sachs 0 762 Federated Hermes Govt Obl PRM Federated 0 | — | — | — | $659K | 10.0% | |
| GOALVIEW MODERATELY CONSERVATIVE IN AMERICAN TRUST COMPANY · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $517K | 7.8% | |
| BlackRock Advantage International K BlackRock 0 | — | — | — | $425K | 6.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $275K | 4.2% | |
| GOALVIEW MODERATE INSTITUTIONAL AMERICAN TRUST COMPANY · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $176K | 2.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $168K | 2.5% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $127K | 1.9% | |
| Federated Hermes Mdt Sm Cap Cr IS Federated 0 | — | — | — | $116K | 1.7% | |
| BlackRock LifePath Index 2065 K BlackRock 0 | — | — | — | $88K | 1.3% | |
| GOALVIEW CONSERVATIVE INSTITUTIONAL AMERICAN TRUST COMPANY · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $65K | 1.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $49K | 0.7% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $32K | 0.5% | |
| BlackRock LifePath Index 2030 K BlackRock 0 | — | — | — | $30K | 0.5% | |
| Fidelity Short-Term Bond Index Fidelity 0 | — | — | — | $24K | 0.4% | |
| BlackRock LifePath Index 2045 K BlackRock 0 | — | — | — | $11K | 0.2% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $10K | 0.2% | |
| BlackRock LifePath Index 2035 K BlackRock 0 | — | — | — | $10K | 0.1% | |
| BlackRock LifePath Index 2060 K BlackRock 0 | — | — | — | $7K | 0.1% | |
| GOALVIEW AGGRESSIVE INSTITUTIONAL AMERICAN TRUST COMPANY · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| BlackRock Lifepath Index Retire K BlackRock 0 | — | — | — | $2K | <0.1% |