How big is Concrete Supply Co., Inc.'s plan?

Concrete Supply Co., Inc.'s plan reported $6.7M in assets and 286 participants for 2024.

Original filing (PDF)20250916081342NAL0003918802001

Concrete Supply Co., Inc.

Name: Concrete Supply Co., Inc. — Concrete Supply Co., Form 5500 (2024)
Creator: Concrete Supply Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Concrete Supply Co., Inc. 401(k) Plan

401(k) retirement plan · Concrete Supply Co., Inc.'s Concrete Supply Co., Inc. 401(k) Plan held $6.7M in plan assets for 286 participants in 2024, with Ascensus as recordkeeper.

Signals · 2

Late participant contributionsPossibly inadequate fidelity bond

Active participants

286

Accounts w/ balance

339

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Concrete Supply Co., Inc.'s EIN is 58-1438825.

EIN 58-1438825

Plan number 001

Plan year 2024

ACK ID 20250916081342NAL0003918802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concrete Supply Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concrete Supply Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCRETE SUPPLY CO., INC..

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 107K (8% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

CONCRETE SUPPLY CO., INC.

EIN

all filings

Address

205 GEORGIA AVE W · FAYETTEVILLE, GA · 30214

Phone

(770) 692-2620

Industry

Construction

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

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FUTUREPLAN BY ASCENSUS	82-3719843	BOSTON, MA	NONE	$22K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH	—	FAIRFIELD, IA	NONE	$24K	—

Investments

24 direct securities· $6.7M(100% of reported assets)

Other securities

$4.4M

16 holdings

Mutual Funds

$1.8M

5 holdings

Common Collective Trusts

$408K

1 holding

Common Stocks

$102K

1 holding

Cash / Money Market

$8K

1 holding

					% of plan
BlackRock LifePath Dyn 2030 K Mutual Fund	Other securities	—	—	$700K	10.4%
BlackRock LifePath Dyn 2045 K Mutual Fund	Other securities	—	—	$691K	10.3%
BlackRock LifePath Dyn 2060 K Mutual Fund	Other securities	—	—	$575K	8.6%
BlackRock LifePath Dyn 2040 K Mutual Fund	Other securities	—	—	$567K	8.4%
Fidelity Advisor Growth Opps Z Mutual Fund	Mutual Funds	—	—	$533K	7.9%
Vanguard Federal Money Market Investor Money Market	Mutual Funds	—	—	$508K	7.5%
BlackRock LifePath Dyn 2035 K Mutual Fund	Other securities	—	—	$504K	7.5%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$480K	7.1%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$408K	6.1%
Western Asset Core Bond IS Mutual Fund	Other securities	—	—	$378K	5.6%
BlackRock LifePath Dyn 2050 K Mutual Fund	Other securities	—	—	$272K	4.0%
Neuberger Berman Large Cap Value R6 Mutual Fund	Other securities	—	—	$240K	3.6%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$186K	2.8%
maturities through * Notes receivable from participants December 2027	Other securities	—	—	$121K	1.8%
BlackRock LifePath Dyn 2055 K Mutual Fund	Other securities	—	—	$112K	1.7%
Hartford Small Company R6 Mutual Fund	Common Stocks	—	—	$102K	1.5%
Columbia Emerging Markets R Mutual Fund	Other securities	—	—	$96K	1.4%
American Century Real Estate R6 Mutual Fund	Other securities	—	—	$88K	1.3%
MFS Research International R6 Mutual Fund	Mutual Funds	—	—	$54K	0.8%
BlackRock LifePath Dyn Retirement K Mutual Fund	Other securities	—	—	$37K	0.5%
BlackRock High Yield Bond K Mutual Fund	Other securities	—	—	$27K	0.4%
BlackRock LifePath Dynamic 2065 K Mutual Fund	Other securities	—	—	$25K	0.4%
Cash	Cash / Money Market	—	—	$8K	0.1%
American Century Small Cap Value R6 Mutual Fund	Other securities	—	—	$6K	<0.1%