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Original filing (PDF)20250929134856NAL0011371073001
EVANS GENERAL CONTRACTORS, LLC
Form 5500
FILING_RECEIVED
EVANS GENERAL CONTRACTORS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
408
Accounts w/ balance
482
Plan assets (EOY)
$32.8M
Net assets (EOY)
$32.8M
How this plan invests
This plan
25 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVANS GENERAL CONTRACTORS, LLC.
Plan sponsor
Name
EVANS GENERAL CONTRACTORS, LLC
EIN
58-2602425
Address
3050 NORTHWINDS PARKWAY SUITE 200 · ALPHARETTA, GA · 30009
Phone
(678) 713-7616
Industry
Constructionsee all
Plan administrator
Name
THE FINWAY GROUP, LLC
EIN
42-1468222
City
WEST DES MOINES, IA
Phone
(515) 226-0974
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAPLE CAPITAL MANAGEMENT INC | — | MONTPELIER, VT | INVESTMENT ADVISOR | $36K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP LLC | — | WEST DES MOINES, IA | OTHER | $31K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
16 direct securities · 25 pooled funds· $32.8M(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.
Common Collective Trust
$23.4M
19 holdings
Uncategorized
$7.4M
16 holdings
Pooled Separate Account
$2.0M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $5.8M | 17.9% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $4.3M | 13.1% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $3.8M | 11.6% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $3.0M | 9.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $2.3M | 7.0% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $1.9M | 5.8% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $1.6M | 4.8% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $1.3M | 4.0% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $962K | 2.9% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $889K | 2.7% | |
| Fidelity International Index Mutual Fund | — | — | — | $876K | 2.7% | |
| Hartford Total Return Bond R6 Mutual Fund | — | — | — | $625K | 1.9% | |
| EI Fixed Account - Series Class I Fixed Annuities | — | — | — | $592K | 1.8% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $548K | 1.7% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $539K | 1.6% | |
| PGIM Jennison Mid Cap Growth R6 Mutual Fund | — | — | — | $521K | 1.6% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $434K | 1.3% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $328K | 1.0% | |
| Participant Loans Interest rates from 4.25% to 9.5% | — | — | — | $322K | 1.0% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $255K | 0.8% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $250K | 0.8% | |
| American Funds New World R6 Mutual Fund | — | — | — | $231K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $223K | 0.7% | |
| Blackrock High Yield Bond Portfolio K Mutual Fund | — | — | — | $188K | 0.6% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $171K | 0.5% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $161K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $160K | 0.5% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $120K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $108K | 0.3% | |
| Fidelity Inflation Protection Bond Index Mutual Fund | — | — | — | $103K | 0.3% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $73K | 0.2% | |
| INTERNATIONAL BLEND II (MANAGED BY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 534 | Pooled Separate Account | — | — | $45K | 0.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $12K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $10K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT CONS 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $3K | <0.1% | |
| AMCENT MID CAP VALUE (IS PLTM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INTERNATIONAL BLEND II (MANAGED BY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 534 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |
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