Original filing (PDF)20260318122246NAL0003094705001

HALL CONTRACTING OF KENTUCKY, INC.

Name: HALL CONTRACTING OF KENTUCKY, INC. — HALL CONTRACTING OF KENTUCKY, INC. HEALTH BENEFIT PLAN, Form 5500 (2024)
Creator: HALL CONTRACTING OF KENTUCKY, INC.

Form 5500

FILING_RECEIVED

HALL CONTRACTING OF KENTUCKY, INC. HEALTH BENEFIT PLAN

Health & welfare plan

Signals · 3

68% in single holding~2421 bps in Sched C feesNo recordkeeper disclosed

Active participants

155

Accounts w/ balance

—

Plan assets (EOY)

$623K

Net assets (EOY)

$623K

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALL CONTRACTING OF KENTUCKY, INC..

Plan sponsor

Name

HALL CONTRACTING OF KENTUCKY, INC.

EIN

61-1358884

Address

3800 CRITTENDEN DRIVE · LOUISVILLE, KY · 40209

Phone

(502) 367-6151

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-18

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

DEMING, MALONE, LIVESAY & OSTROFF

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ANTHEM HEALTH PLANS OF KENTUCKY, IN	61-1237516	—	—	$151K	—

Investments

14 direct securities· $623K(100% of reported assets)

					% of plan
Stock Yards Bank & Trust Company	Other securities	—	$424K	$424K	68.1%
Vanguard	Other securities	—	$50K	$51K	8.1%
Weitz	Other securities	—	$32K	$32K	5.1%
Federated Hermes	Other securities	—	$38K	$31K	5.0%
JP Morgan	Other securities	—	$21K	$26K	4.2%
MFS	Other securities	—	$20K	$26K	4.1%
Causeway	Other securities	—	$7K	$8K	1.2%
MFS	Other securities	—	$6K	$7K	1.2%
JP Morgan	Other securities	—	$3K	$4K	0.6%
Carillon	Other securities	—	$3K	$4K	0.6%
Baillie Gifford	Other securities	—	$2K	$3K	0.5%
GQG Partners	Other securities	—	$2K	$3K	0.5%
Baron	Other securities	—	$2K	$2K	0.4%
Avantis	Other securities	—	$2K	$2K	0.3%

1–14 of 14

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