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Original filing (PDF)20250926153235NAL0011984627001
DAVID NELSON CONSTRUCTION CO.
Form 5500
FILING_RECEIVED
DAVID NELSON CONSTRUCTION CO. 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
155
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID NELSON CONSTRUCTION CO..
Plan sponsor
Name
DAVID NELSON CONSTRUCTION CO.
EIN
59-1616643
Address
3483 ALT 19 · PALM HARBOR, FL · 346831414
Phone
(727) 784-7624
Industry
Constructionsee all
Plan administrator
Name
DAVID NELSON CONSTRUCTION CO.
EIN
59-1616643
City
PALM HARBOR, FL
Phone
(727) 784-7624
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PDR CPAS AND ADVISORS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities · 1 pooled fund· $13.7M(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
$7.5M
28 holdings
Pooled Separate Account
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | — | — | $6.2M | 83.1% | |
| LVIP SSGA S&P 500 Index | — | — | — | $1.1M | 15.2% | |
| Guaranteed Stable Value | — | — | — | $1.0M | 13.6% | |
| Vanguard Target Ret 2020 | — | — | — | $833K | 11.2% | |
| MFS VIT Growth | — | — | — | $717K | 9.6% | |
| VG LifeStrategy Mod Growth | — | — | — | $554K | 7.4% | |
| Vanguard Target Ret 2050 | — | — | — | $416K | 5.6% | |
| Vanguard Target Ret 2030 | — | — | — | $412K | 5.5% | |
| Vanguard Target Ret 2040 | — | — | — | $333K | 4.5% | |
| VG LifeStrategy Cons Growth | — | — | — | $246K | 3.3% | |
| Participant loans | — | — | $0 | $237K | 3.2% | |
| VG LifeStrategy Growth | — | — | — | $220K | 2.9% | |
| SS S&P Midcap Index | — | — | — | $203K | 2.7% | |
| SS Russ SC VI | — | — | — | $151K | 2.0% | |
| Invesco Growth & Income | — | — | — | $121K | 1.6% | |
| Vanguard Target Date 2060 | — | — | — | $117K | 1.6% | |
| LVIP SSGA International Index | — | — | — | $102K | 1.4% | |
| AmerFunds Bond America | — | — | — | $99K | 1.3% | |
| Am Fnd Intl Growth Income | — | — | — | $94K | 1.3% | |
| AmerFunds New World | — | — | — | $87K | 1.2% | |
| SS Russ SC Gr Ix | — | — | — | $85K | 1.1% | |
| Blackrock Global All Fnd Investor | — | — | — | $58K | 0.8% | |
| Fed Hermes Gov Ultrashort | — | — | — | $56K | 0.8% | |
| VG Target Ret Inc | — | — | — | $56K | 0.8% | |
| Eaton Vance Inc Fund | — | — | — | $48K | 0.6% | |
| LVIP BRGlobal Real Estate | — | — | — | $45K | 0.6% | |
| LVIP Blackrock Inflation Protected | — | — | — | $19K | 0.3% | |
| VG LifeStrategy Income | — | — | — | $6K | <0.1% | |
| Vanguard Target Ret 2070 | — | — | — | $2K | <0.1% |
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