Original filing (PDF)20251015134805NAL0006295296001

C.W. MATTHEWS CONTRACTING COMPANY, INC.

Name: C.W. MATTHEWS CONTRACTING COMPANY, INC. — C.W. MATTHEWS CONTRACTING COMPANY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: C.W. MATTHEWS CONTRACTING COMPANY, INC.

Form 5500

FILING_RECEIVED

C.W. MATTHEWS CONTRACTING COMPANY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

1,747

Accounts w/ balance

1,900

Plan assets (EOY)

$94.3M

Net assets (EOY)

$94.3M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.W. MATTHEWS CONTRACTING COMPANY, INC..

Plan sponsor

Name

C.W. MATTHEWS CONTRACTING COMPANY, INC.

EIN

58-0652729

Address

1600 KENVIEW DRIVE · MARIETTA, GA · 30060

Phone

(770) 422-7520

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

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY EMPLOYER	$128K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
NARWHAL CAPITAL MANAGEMENT LLC	20-2969572	—	RETAINED BY EMPLOYER	$187K	—
CAMBRIDGE WEALTH ADVISORS, LLC

Investments

32 direct securities· $94.3M(100% of reported assets)

Other securities

$91.3M

31 holdings

Participant loans

$3.0M

1 holding

					% of plan
Vanguard	Other securities	—	—	$12.7M	13.4%
Fidelity	Other securities	—	—	$11.4M	12.1%
Vanguard	Other securities	—	—	$10.2M	10.8%
Vanguard	Other securities	—	—	$10.0M	10.6%
Vanguard	Other securities	—	—	$8.0M	8.5%
Vanguard	Other securities	—	—	$5.8M	6.1%
Vanguard	Other securities	—	—	$5.3M	5.6%
Vanguard	Other securities	—	—	$5.1M	5.4%
Vanguard	Other securities	—	—	$4.4M	4.7%
Participant Loans	Participant loans	—	—	$3.0M	3.2%
Vanguard	Other securities	—	—	$2.6M	2.7%
Baird Core	Other securities	—	—	$2.4M	2.5%
Fidelity	Other securities	—	—	$1.8M	1.9%
Vanguard	Other securities	—	—	$1.6M	1.7%
Vanguard	Other securities	—	—	$1.3M	1.3%
TIAA-CREF	Other securities	—	—	$1.2M	1.3%
Vanguard	Other securities	—	—	$1.1M	1.2%
TIAA-CREF	Other securities	—	—	$1.0M	1.1%
American Funds	Other securities	—	—	$814K	0.9%
Principal	Other securities	—	—	$657K	0.7%
American Funds	Other securities	—	—	$567K	0.6%
Dimensional Fund Advisors	Other securities	—	—	$562K	0.6%
Dimensional Fund Advisors	Other securities	—	—	$537K	0.6%
Dimensional Fund Advisors	Other securities	—	—	$500K	0.5%
Vanguard	Other securities	—	—	$446K	0.5%
Vanguard	Other securities	—	—	$404K	0.4%
Vanguard	Other securities	—	—	$314K	0.3%
American Funds	Other securities	—	—	$301K	0.3%
Vanguard	Other securities	—	—	$271K	0.3%
Janus Henderson	Other securities	—	—	$173K	0.2%
Vanguard	Other securities	—	—	$14K	<0.1%
Vanguard	Other securities	—	—	$2K	<0.1%