Original filing (PDF)20250813095116NAL0025206914001

T. W. FRIERSON CONTRACTOR, INC.

Name: T. W. FRIERSON CONTRACTOR, INC. — T. W. FRIERSON CONTRACTOR, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: T. W. FRIERSON CONTRACTOR, INC.

Form 5500

FILING_RECEIVED

T. W. FRIERSON CONTRACTOR, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

173

Accounts w/ balance

237

Plan assets (EOY)

$24.2M

Net assets (EOY)

$24.2M

How this plan invests

This plan

60 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 T. W. FRIERSON CONTRACTOR, INC..

Plan sponsor

Name

T. W. FRIERSON CONTRACTOR, INC.

EIN

62-0602130all filings

Address

2971 KRAFT DRIVE · NASHVILLE, TN · 37204

Phone

(615) 367-1333

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-13

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

60 direct securities· $23.8M(98% of reported assets)

Pooled Separate Accounts

$22.2M

59 holdings

Guaranteed Income / GIC

$1.6M

1 holding

					% of plan
Vanguard Target Retirement 2030 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$1.8M	7.4%
Registered investment companies American Balanced Fund R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$1.7M	6.9%
* Nationwide Guaranteed investment contract N/A	Guaranteed Income / GIC	—	—	$1.6M	6.4%
Vanguard 500 Index Fund Admiral Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$1.5M	6.4%
Vanguard Target Retirement 2040 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$1.4M	5.7%
PIMCO RAE Fundamental Plus Inst Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$1.3M	5.6%
Vanguard Target Retirement 2035 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$1.2M	5.1%
Vanguard Mid Cap Index Fund Admiral Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$1.1M	4.7%
Vanguard Small Cap Index Fund Admiral Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$1.1M	4.6%
Vanguard Target Retirement 2045 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$956K	3.9%
American New Perspective Fund R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$903K	3.7%
Vanguard Health Care Adm Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$900K	3.7%
American AMCAP Fund R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$727K	3.0%
T. Rowe Price Science & Tech Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$645K	2.7%
American Capital Income Builder Fund R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$574K	2.4%
American Income Fund of America R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$558K	2.3%
Registered investment companies FidAdv Growth Oppr Inst Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$557K	2.3%
Vanguard Target Retirement 2070 Pooled separate accounts N/A 104 Vangaurd Total Wrld Stk Ind Fd Ad Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$487K	2.0%
Vanguard Target Retirement 2050 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$486K	2.0%
PIMCO Income Instl Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$408K	1.7%
American Capital World Growth & Income R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$407K	1.7%
Vanguard Target Retirement 2060 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$326K	1.3%
Vanguard Target Retirement Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$318K	1.3%
Lazard US Small-Mid Cap Equity Instl Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$310K	1.3%
Vanguard Target Retirement 2025 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$299K	1.2%
Vanguard Growth & Income Fund Admiral Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$241K	1.0%
Doubleline Total Return Bond N Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$185K	0.8%
Fid 500 Indx Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$144K	0.6%
American New World Fund R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$140K	0.6%
Vanguard Target Retirement 2055 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$102K	0.4%
DFA US Small Cap Inst Pooled separate accounts N/A 63 DodgeCox Intl Stk Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$88K	0.4%
GdmnScs GQG Partners Intl Oppr Fund R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$84K	0.3%
Fid Intl Index Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$79K	0.3%
Nationwide Loomis All Cap Gr R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$77K	0.3%
Avantis U.S. Large Cap Value Fund Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$74K	0.3%
JPMorgan Equity Income R5 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$74K	0.3%
JPMorgan Large Cap Growth R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$71K	0.3%
PIMCO Intl Bond Fund (US Dollar Hedged) I Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$68K	0.3%
Avantis Emerging Mkts Equity Fund Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$68K	0.3%
Vanguard Target Retirement 2065 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$67K	0.3%
Fid US Bd index Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$58K	0.2%
PGIM Total Return Bond Fund Q Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$51K	0.2%
Diamond Hill Midcap I Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$41K	0.2%
Principal Global Real Estate Securites Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$41K	0.2%
MFS Mid Cap Growth Fund R6 Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$41K	0.2%
Vanguard GNMA Adml Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$37K	0.2%
Legal & General Com. Stratgety Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$33K	0.1%
PIMCO Comdy Real Rtn Strat Inst Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$31K	0.1%
PIMCO Real Return Fund Inst Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$27K	0.1%
FranklinTmp Glbl Bd Adv Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$25K	0.1%