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Original filing (PDF)20250625085802NAL0004512723001
MCABEE CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
MCABEE CONSTRUCTION, INC. ESOP
Defined-contribution retirement plan
Active participants
73
Accounts w/ balance
123
Plan assets (EOY)
$30.6M
Net assets (EOY)
$19.9M
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCABEE CONSTRUCTION, INC..
Plan sponsor
Name
MCABEE CONSTRUCTION, INC.
EIN
63-0622649
Address
5724 21ST STREET · TUSCALOOSA, AL · 35403
Phone
(205) 349-2212
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-25
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
JAMISON MONEY FARMER PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | BRAINERD, MN | RECORDKEEPER | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMISON MONEY FARMER | 63-0933119 | — | PLAN AUDITOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLAMETTE MANAGEMENT | 93-0577822 | — | VALUATION FIRM | $14K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.