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Original filing (PDF)20251015045953NAL0008229602001
AIRTEK CONSTRUCTION INC
Form 5500
FILING_RECEIVED
AIRTEK CONSTRUCTION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
301
Accounts w/ balance
244
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.3M
How this plan invests
This plan
68 pooled trusts
Schedule D
61 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIRTEK CONSTRUCTION INC.
Plan sponsor
Name
AIRTEK CONSTRUCTION INC
EIN
63-1095304
Address
PO BOX 388 · TROY, AL · 360810388
Phone
(334) 566-7400
Industry
Constructionsee all
Plan administrator
Name
TOMMY HORST
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
THE HIGHLAND ACCOUNTING GROUP, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES & CO, L.P | 43-0345811 | — | INVESTMENT ADVISOR | $44K | — |
| WILSHIRE ASSOCIATES, INC | 95-2755361 | — | INVESTMENT ADVISOR | $4K | — |
Investments
3 direct securities · 68 pooled funds· $20.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$19.8M
68 holdings
Uncategorized
$928K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 8.1% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 8.0% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 7.2% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 5.3% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $903K | 4.7% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $884K | 4.6% | |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $851K | 4.4% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $780K | 4.0% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $773K | 4.0% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $765K | 4.0% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $735K | 3.8% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $633K | 3.3% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $544K | 2.8% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $523K | 2.7% | |
| John Hancock Capital Appreciation Fund a | — | — | — | $522K | 2.7% | |
| JH U.S. GROWTH FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $522K | 2.7% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $517K | 2.7% | |
| AMERICAN BALANCED FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $517K | 2.7% | |
| FIDELITY CONTRAFUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $429K | 2.2% | |
| 500 INDEX FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $416K | 2.2% | |
| T. ROWE PRICE DIVIDEND GROWTH JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $414K | 2.1% | |
| to 10.50%, various maturities -0- | — | — | — | $401K | 2.1% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $359K | 1.9% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $343K | 1.8% | |
| MID VALUE FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $342K | 1.8% | |
| BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $322K | 1.7% | |
| CARILLON EAGLE MID CAP GROWTH JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $299K | 1.5% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $220K | 1.1% | |
| EUROPACIFIC GROWTH FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $213K | 1.1% | |
| AMERICAN FUNDS EUPAC FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $213K | 1.1% | |
| VANGUARD STRATEGIC EQUITY FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $146K | 0.8% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $146K | 0.8% | |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $135K | 0.7% | |
| PGIM GLOBAL TOTAL RETURN FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $109K | 0.6% | |
| JOHN HANCOCK HIGH YIELD BOND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $109K | 0.6% | |
| JH HIGH YIELD FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $109K | 0.6% | |
| MID CAP INDEX FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $108K | 0.6% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $82K | 0.4% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.4% | |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62K | 0.3% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 0.3% | |
| BLACKROCK TOTAL RETURN FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $50K | 0.3% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.2% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $44K | 0.2% | |
| FRANKLIN GROWTH FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 0.2% | |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 0.2% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.2% | |
| VANGUARD EQUITY-INCOME FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.2% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.2% | |
| VANGUARD BALANCED INDEX FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.1% | |
| AMERICA FUNDS 2065 TD JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.1% | |
| VANGUARD HIGH DIVIDENT YLD IDX JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.1% | |
| UNDISCOVERED MGR BEHAVIORAL JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.1% | |
| HARBOR MID CAP VALUE FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.1% | |
| IMPAX SMALL CAP FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| IMPAX SMALL CAP FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| NYLI INCOME BUILDER FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| JH FUNDAMENTAL GBL FRANCHISE JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| EATON VANCE HIGH INCOME OPPS JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| COLUMBIA OVERSEAS VALUE FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| John Hancock Cash and cash equivalents a | — | — | — | $5K | <0.1% | |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| NEW PERSPECTIVE FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $842 | <0.1% | |
| VICTORY SYCAMORE EST VALUE JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $426 | <0.1% | |
| DIAMOND HILL SMALL-MID CAP JOHN HANCOCK FINANCIAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $372 | <0.1% |
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