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Original filing (PDF)20251015063734NAL0005351952001
MAGNUM CONSTRUCTION MANAGEMENT
Form 5500
FILING_RECEIVED
MAGNUM CONSTRUCTION MANAGEMENT 401(K) PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
112
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGNUM CONSTRUCTION MANAGEMENT.
Plan sponsor
Name
MAGNUM CONSTRUCTION MANAGEMENT
EIN
59-2373403
Address
6201 SW 70TH STREET, FLOOR 1 · SOUTH MIAMI, FL · 33143
Phone
(305) 541-0000
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
H&CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $1 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| H&CO LLP | 47-2427769 | — | ACCOUNTANT | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORNOR, TOWNSEND & KENT, LLC | 23-0952300 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
Investments
29 direct securities · 1 pooled fund· $6.0M(98% 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.
Registered Investment Companies
$5.8M
28 holdings
Uncategorized
$94K
1 holding
Common Collective Trust
$90K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 24.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 22.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $572K | 9.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $411K | 6.7% | |
| AMERFUNDS 2020 TARG DATERET R6 865 REGISTERED INVESTMENT COMPANY AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $325K | 5.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $241K | 3.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $153K | 2.5% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $132K | 2.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $125K | 2.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $124K | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $121K | 2.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $113K | 1.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $110K | 1.8% | |
| PRINCIPAL CORE PLUS BOND I | Registered Investment Companies | — | — | $96K | 1.6% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $95K | 1.5% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $94K | 1.5% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $90K | 1.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $81K | 1.3% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $50K | 0.8% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $38K | 0.6% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $37K | 0.6% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $37K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $33K | 0.5% | |
| BLACKROCK MIDCAP GROWTH EQ K 826 REGISTERED INVESTMENT COMPANY VAN SHORT-TERM FEDERAL - INV 117 REGISTERED INVESTMENT COMPANY AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $32K | 0.5% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $23K | 0.4% | |
| FID ADV SMALL CAP VALUE I | Registered Investment Companies | — | — | $18K | 0.3% | |
| BLK COMMODITY STRAT INST | Registered Investment Companies | — | — | $18K | 0.3% | |
| FID ADV INTL REAL ESTATE I | Registered Investment Companies | — | — | $13K | 0.2% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% |
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