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Original filing (PDF)20251014093603NAL0001175507001
JUNEAU CONSTRUCTION COMPANY, LLC
Form 5500
FILING_RECEIVED
JUNEAU CONSTRUCTION COMPANY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
233
Accounts w/ balance
290
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUNEAU CONSTRUCTION COMPANY, LLC.
Plan sponsor
Name
JUNEAU CONSTRUCTION COMPANY, LLC
EIN
58-2289306
Address
210 INTERSTATE N PKWY. SE, STE 700 · ATLANTA, GA · 30339
Phone
(404) 287-6000
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
2025-10-14
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
HLB GROSS COLLINS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES OF GA, LLC | — | FARRAGUT, TN | TPA | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS, LLC | 43-1451524 | — | SERVICE PROVIDER | $2K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $22.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$21.7M
32 holdings
Pooled Separate Account
$632K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ( a ) Identity of Issue Description Cost Current Value Vanguard Institutional Target Retirement 2055 Fund a | — | — | — | $3.1M | 13.7% | |
| Vanguard Institutional Target Retirement 2060 Fund a | — | — | — | $2.4M | 10.8% | |
| Vanguard Large-Cap Index Fund - Admiral Shares a | — | — | — | $2.1M | 9.4% | |
| AB Large Cap Growth Fund - Class Z a | — | — | — | $1.6M | 7.2% | |
| Vanguard Institutional Target Retirement 2045 Fund a | — | — | — | $1.5M | 6.6% | |
| Vanguard Institutional Target Retirement 2040 Fund a | — | — | — | $1.1M | 5.0% | |
| Vanguard Institutional Target Retirement 2035 Fund a | — | — | — | $1.1M | 4.7% | |
| Vanguard Institutional Target Retirement 2065 Fund a | — | — | — | $887K | 4.0% | |
| Vanguard Mid-Cap Index Fund - Admiral Shares a | — | — | — | $706K | 3.2% | |
| Vanguard Institutional Target Retirement 2050 Fund a | — | — | — | $704K | 3.1% | |
| MFS Value Fund - Class R-6 a | — | — | — | $685K | 3.1% | |
| VOYA STABLE VALUE FUND 20 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $632K | 2.8% | |
| Vanguard Institutional Target Retirement 2030 Fund a | — | — | — | $620K | 2.8% | |
| T. Rowe Price VY T. Rowe Price Capital Appreciation Portfolio - Class R-6 a | — | — | — | $562K | 2.5% | |
| Voya Intermediate Bond Fund - Class R-6 a | — | — | — | $417K | 1.9% | |
| PIMCO Real Return Fund - Institutional Class a | — | — | — | $396K | 1.8% | |
| Fidelity Small Cap Growth Fund - Class K-6 a | — | — | — | $386K | 1.7% | |
| Fidelity U.S. Bond Index Fund a | — | — | — | $386K | 1.7% | |
| PIMCO Income Fund - Institutional Class a | — | — | — | $386K | 1.7% | |
| Vanguard Small-Cap Index Fund - Admiral Shares a | — | — | — | $368K | 1.6% | |
| Janus Henderson Janus Henderson Global Select Fund - Class N a | — | — | — | $322K | 1.4% | |
| American Funds American Funds EuroPacific Growth Fund - Class R-6 a | — | — | — | $305K | 1.4% | |
| Invesco Small Cap Value Fund - Class R-6 a | — | — | — | $277K | 1.2% | |
| Vanguard Institutional Target Retirement Income Fund a | — | — | — | $258K | 1.2% | |
| Fidelity Global U.S. Index Fund a | — | — | — | $245K | 1.1% | |
| Participant Loans Notes receivable from participants with interest rates of 3.89% to 9.50% | — | — | — | $237K | 1.1% | |
| American Century American Century Mid Cap Value Fund - Class R-6 a | — | — | — | $219K | 1.0% | |
| Vanguard Institutional Target Retirement 2020 Fund a | — | — | — | $207K | 0.9% | |
| Vanguard Institutional Target Retirement 2025 Fund a | — | — | — | $121K | 0.5% | |
| T. Rowe Price VY T. Rowe Price Diversified Mid Cap Growth Pt - Class R-6 a | — | — | — | $105K | 0.5% | |
| American Century American Funds Century Emerging Markets Fund - Class R-6 a | — | — | — | $69K | 0.3% | |
| Voya Government Money Market Fund Class A (Hold Acct) | — | — | — | $43K | 0.2% | |
| Vanguard Institutional Target Retirement 2070 Fund a | — | — | — | $4K | <0.1% |