Original filing (PDF)20251210103721NAL0005260946001

H & M Construction Company, Inc.

Name: H & M Construction Company, Inc. — H & M Constructio, Form 5500 (2024)
Creator: H & M Construction Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

H & M Construction Company, Inc. Employees' Profit Sharing and Retirement Plan

401(k) retirement plan · H & M Construction Company, Inc.'s H & M Construction Company, Inc. Employees' Profit Sharing and Retirement Plan held $30.1M in plan assets for 268 participants in 2024, with T. Rowe Price as recordkeeper.

Signals · 1

83% employer stock

Active participants

268

Accounts w/ balance

316

Plan assets (EOY)

$30.1M

Net assets (EOY)

$30.1M

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H & M CONSTRUCTION COMPANY, INC..

Plan sponsor

Name

H & M CONSTRUCTION COMPANY, INC.

EIN

62-0587864all filings

Address

50 SECURITY DRIVE · JACKSON, TN · 383053611

Phone

(731) 664-6300

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-12-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS, INC	52-1309931	—	RECORDKEEPER	$16K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN FUNDS	95-1411037	—	NONE	$0	—
COHEN & STEERS FUNDS	14-1904657	—

Investments

32 direct securities · 1 pooled fund· $32.7M(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 Stocks

$25.0M

24 holdings

Stable Value

$2.6M

1 holding

Common Collective Trust

$2.6M

1 holding

Common Collective Trusts

$991K

2 holdings

U.S. Treasuries

$734K

1 holding

Participant loans

$283K

1 holding

Other securities

$266K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$28.4M American Funds (Capital Group)$260K

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					% of plan
T. Rowe Price Trust Company Retirement 2025	Common Stocks	—	—	$3.7M	12.2%
T. Rowe Price Trust Company Blue Chip Growth Fund	Common Stocks	—	—	$2.7M	8.9%
COLLECTIVE TRUSTS * T. Rowe Price Trust Company Stable Value Fund	Stable Value	—	—	$2.6M	8.6%
TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$2.6M	8.6%
T. Rowe Price Trust Company Mid Cap Growth Fund	Common Stocks	—	—	$2.2M	7.4%
T. Rowe Price Trust Company Retirement 2030	Common Stocks	—	—	$2.1M	6.9%
T. Rowe Price Trust Company Retirement 2035	Common Stocks	—	—	$1.8M	6.1%
T. Rowe Price Trust Company Retirement 2040	Common Stocks	—	—	$1.8M	6.1%
T. Rowe Price Trust Company Personal Strategy Growth Fund	Common Stocks	—	—	$1.7M	5.5%
T. Rowe Price Trust Company Retirement 2045	Common Stocks	—	—	$1.2M	4.0%
T. Rowe Price Trust Company Retirement 2050	Common Stocks	—	—	$1.1M	3.6%
T. Rowe Price Trust Company Retirement 2055	Common Stocks	—	—	$1.0M	3.5%
T. Rowe Price Trust Company Small Cap Value Fund	Common Stocks	—	—	$940K	3.1%
T. Rowe Price Trust Company Equity Index 500 Fund	Common Collective Trusts	—	—	$892K	3.0%
T. Rowe Price Trust Company Equity Income Fund	Common Stocks	—	—	$871K	2.9%
US Treasury Money Market Fund	U.S. Treasuries	—	—	$734K	2.4%
T. Rowe Price Trust Company Retirement 2060	Common Stocks	—	—	$707K	2.3%
T. Rowe Price Trust Company Personal Strategy Balanced Fund	Common Stocks	—	—	$618K	2.1%
T. Rowe Price Trust Company New Horizon Fund	Common Stocks	—	—	$592K	2.0%
T. Rowe Price Trust Company Capital Appreciation Fund	Common Stocks	—	—	$507K	1.7%
T. Rowe Price Trust Company Retirement 2020	Common Stocks	—	—	$416K	1.4%
NOTES RECEIVABLE FROM PARTICIPANTS * Participant Loans Maturing at various dates through 2030	Participant loans	—	—	$283K	0.9%
T. Rowe Price Trust Company Health Sciences	Common Stocks	—	—	$275K	0.9%
Cohen & Steers Realty Shares Mid Blend	Other securities	—	—	$266K	0.9%
American Funds EuroPacific Growth Fund R4	Mutual Funds	—	—	$260K	0.9%
T. Rowe Price Trust Company Mid Cap Value Fund	Common Stocks	—	—	$215K	0.7%
T. Rowe Price Trust Company Retirement 2065	Common Stocks	—	—	$201K	0.7%
Global Quality Group Emerging Markets Equity Fund	Common Stocks	—	—	$157K	0.5%
T. Rowe Price Trust Company U.S. Bond Index Fund	Common Collective Trusts	—	—	$99K	0.3%
T. Rowe Price Trust Company Personal Strategy Income Fund	Common Stocks	—	—	$62K	0.2%
T. Rowe Price Trust Company Spectrum Income Fund	Common Stocks	—	—	$54K	0.2%
MONEY MARKET AND MUTUAL FUNDS * T. Rowe Price Trust Company Government Money Fund	Cash / Money Market	—	—	$18K	<0.1%
T. Rowe Price Trust Company Retirement Balanced	Common Stocks	—	—	$14K	<0.1%