How big is Holder Construction Group, LLC's plan?

Holder Construction Group, LLC's plan reported $229.4M in assets and 1,589 participants for 2024.

Original filing (PDF)20251013141330NAL0001399521001

Holder Construction Group, LLC

Name: Holder Construction Group, LLC — Holder Construction, Form 5500 (2024)
Creator: Holder Construction Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Holder Construction Group, LLC Profit Sharing and 401(k) Plan

401(k) retirement plan · Holder Construction Group, LLC's Holder Construction Group, LLC Profit Sharing and 401(k) Plan held $229.4M in plan assets for 1,589 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

1,589

Accounts w/ balance

2,244

Plan assets (EOY)

$229.4M

Net assets (EOY)

$229.4M

Plan identifiers

Holder Construction Group, LLC's EIN is 58-2535136.

EIN 58-2535136

Plan number 001

Plan year 2024

ACK ID 20251013141330NAL0001399521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holder Construction Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holder Construction Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLDER CONSTRUCTION GROUP, LLC.

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How this plan invests

This plan

143 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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HOLDER CONSTRUCTION GROUP, LLC

EIN

all filings

Address

3300 RIVERWOOD PARKWAY, SUITE 1200 · ATLANTA, GA · 30339

Phone

(770) 988-3000

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

2025-10-13

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	NONE	$242K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BRINKER CAPITAL INVESTMENTS	—	OMAHA, NE	NONE	$117K	—
PENSION FINANCIAL SERVICES, INC.	—	DULUTH, GA

Investments

143 direct securities· $222.4M(97% of reported assets)

Other securities

$72.2M

58 holdings

Common Collective Trusts

$69.6M

25 holdings

Mutual Funds

$69.0M

54 holdings

Common Stocks

$5.1M

3 holdings

U.S. Treasuries

$3.2M

1 holding

Agency / Mortgage-Backed

$2.2M

1 holding

Self-Directed Brokerage

$1.2M

1 holding

					% of plan
State Street Balanced Index Fund - Class K Mutual Fund	Common Collective Trusts	—	—	$28.7M	12.5%
Putnam Growth Opportunities Fund Class Y Mutual Fund	Mutual Funds	—	—	$17.3M	7.5%
Vanguard Total Stock Market Index Adm Mutual Fund	Common Collective Trusts	—	—	$15.6M	6.8%
Vanguard Windsor Fund Admiral Mutual Fund	Mutual Funds	—	—	$14.0M	6.1%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$11.8M	5.1%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$10.8M	4.7%
Blackrock 80/20 Target Allocation Ins Mutual Fund	Other securities	—	—	$9.9M	4.3%
Artisan International Value Inst Mutual Fund	Other securities	—	—	$9.7M	4.2%
Nationwide Geneva Small Cap Gr A Mutual Fund	Other securities	—	—	$8.2M	3.6%
DoubleLine Core Fixed Income I Mutual Fund	Other securities	—	—	$7.8M	3.4%
Victory Established Value I Mutual Fund	Other securities	—	—	$7.5M	3.3%
Baird Core Plus Bond Inst Mutual Fund	Other securities	—	—	$5.5M	2.4%
Vanguard Utilities Index Fund Admiral Mutual Fund ** 9 Vanguard Value Index Admiral Mutual Fund	Common Collective Trusts	—	—	$5.1M	2.2%
Fully benefit-responsive investment contracts Deposit in the general account of * Nationwide Life Insurance Company Nationwide Life Insurance Company	Common Stocks	—	—	$5.0M	2.2%
Vanguard Dividend Growth Inv Mutual Fund	Mutual Funds	—	—	$4.5M	2.0%
Vanguard Wellesley Income Admiral Mutual Fund	Mutual Funds	—	—	$3.5M	1.5%
Cohen & Steers Real Estate Securities Inst Mutual Fund	Other securities	—	—	$3.4M	1.5%
MetWest Total Return Bond Mutual Fund ** 372 Metropolitan West Ultra Short Bond I Mutual Fund	U.S. Treasuries	—	—	$3.2M	1.4%
DFA International Large Cap Growth Mutual Fund	Mutual Funds	—	—	$3.1M	1.4%
Fed Govt Obligations Premier Mutual Fund	Other securities	—	—	$2.9M	1.3%
T. Rowe Price Blue Chip Growth Mutual Fund	Other securities	—	—	$2.6M	1.1%
DFA US Small Cap Inst Mutual Fund	Mutual Funds	—	—	$2.5M	1.1%
Brown Advisor Sustainable Growth Inst Mutual Fund	Other securities	—	—	$2.4M	1.0%
American Funds New World Fund R6 Mutual Fund	Mutual Funds	—	—	$2.4M	1.0%
Vanguard GNMA Fund Admiral Mutual Fund	Agency / Mortgage-Backed	—	—	$2.2M	1.0%
PIMCO International Bond Fund Mutual Fund	Mutual Funds	—	—	$2.0M	0.9%
Principal Mid Cap Fund R6 Mutual Fund	Other securities	—	—	$2.0M	0.9%
Notes receivable from participants various maturities	Other securities	—	—	$1.9M	0.8%
Vanguard International Value Fund Mutual Fund	Mutual Funds	—	—	$1.9M	0.8%
Fed Inst High Yield Bond Inst Mutual Fund	Other securities	—	—	$1.8M	0.8%
Vanguard 500 Index Fd Admiral Mutual Fund	Common Collective Trusts	—	—	$1.5M	0.7%
Tiaacrf Life Cycle Index Fund 2050 Inst Mutual Fund	Common Collective Trusts	—	—	$1.5M	0.6%
Tiaacrf Life Cycle Index Fund 2055 Inst Mutual Fund	Common Collective Trusts	—	—	$1.3M	0.6%
Vanguard Commodity Strategy Fund Mutual Fund	Mutual Funds	—	—	$1.3M	0.6%
AQR Equity Market Neutral Fund Mutual Fund	Other securities	—	—	$1.3M	0.6%
Nationwide Trust Company Participant-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$1.2M	0.5%
Federated Hermes Short-Intermediate Total Return Bond Fund Mutual Fund	Other securities	—	—	$1.1M	0.5%
Blackrock Strategic Income Opportunity Mutual Fund	Other securities	—	—	$1.0M	0.5%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$991K	0.4%
Vanguard Emerging Market Index Admiral Mutual Fund	Mutual Funds	—	—	$936K	0.4%
Tiaacrf Life Cycle Index Fund 2040 Inst Mutual Fund	Common Collective Trusts	—	—	$911K	0.4%
Tiaacrf Life Cycle Index Fund 2060 Inst Mutual Fund	Common Collective Trusts	—	—	$909K	0.4%
Tiaacrf Life Cycle Index Fund 2045 Inst Mutual Fund	Common Collective Trusts	—	—	$733K	0.3%
Blackrock Advantage Global Investor A Mutual Fund	Other securities	—	—	$545K	0.2%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$535K	0.2%
JP Morgan Core Plus Bond Fund R5 Mutual Fund	Other securities	—	—	$478K	0.2%
Nationwide International Index Inst Mutual Fund	Other securities	—	—	$421K	0.2%
Tiaacrf Life Cycle Index Fund 2035 Inst Mutual Fund	Common Collective Trusts	—	—	$347K	0.2%
Vanguard Dividend App Index Inv Mutual Fund	Mutual Funds	—	—	$308K	0.1%
Vanguard Information Technology Index Fund Mutual Fund	Common Collective Trusts	—	—	$302K	0.1%