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Original filing (PDF)20251013112040NAL0000537203001
CHARLES N WHITE CONSTRUCTION CO
Form 5500
FILING_RECEIVED
WHITE CONSTRUCTION COMPANY 401-K PLAN
401(k) retirement plan
Active participants
128
Accounts w/ balance
123
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES N WHITE CONSTRUCTION CO.
Plan sponsor
Name
CHARLES N WHITE CONSTRUCTION CO
EIN
64-0524151
Address
613 CRESCENT CIR STE 101 · RIDGELAND, MS · 391578638
Phone
(601) 898-5180
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROWLAND & CARTER CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALLEW ADVISORS | 64-0797641 | — | ADVISOR | $58K | — |
Investments
30 direct securities · 1 pooled fund· $17.5M(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.
Uncategorized
$14.9M
30 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.6M | 14.9% | |
| American Funds AF TRGT DATE 2030 R4 | — | — | — | $2.2M | 12.3% | |
| American Funds AF TRGT DATE 2020 R4 | — | — | — | $1.3M | 7.3% | |
| U.S. Bancorp DL TOTAL RTN BOND I | — | — | — | $1.2M | 6.9% | |
| Fidelity Investments FID LG CAP GR IDX | — | — | — | $1.2M | 6.8% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $1.1M | 6.3% | |
| American Funds AF TRGT DATE 2040 R4 | — | — | — | $914K | 5.2% | |
| Prudential PGIM TOTAL RTN BD R4 | — | — | — | $769K | 4.4% | |
| Fidelity Investments FID SEL GOLD | — | — | — | $655K | 3.7% | |
| Fidelity Investments FID MID CAP IDX | — | — | — | $541K | 3.1% | |
| Fidelity Investments AF TRGT DATE 2050 R4 | — | — | — | $540K | 3.1% | |
| American Funds AF FUNDAMNTL INVS R4 | — | — | — | $533K | 3.0% | |
| American Funds AF TRGT DATE 2035 R4 | — | — | — | $489K | 2.8% | |
| American Funds AF EUROPAC GROWTH R5 | — | — | — | $469K | 2.7% | |
| Fidelity Investments FID EMRG MKTS IDX | — | — | — | $451K | 2.6% | |
| American Funds AF TRGT DATE 2060 R4 | — | — | — | $398K | 2.3% | |
| Fidelity Investments FID INFL PR BD IDX | — | — | — | $318K | 1.8% | |
| American Funds AF TRGT DATE 2055 R4 | — | — | — | $315K | 1.8% | |
| Prudential PGIM GLB TOT RTN R6 | — | — | — | $300K | 1.7% | |
| Fidelity Investments FID SEL ENERGY | — | — | — | $233K | 1.3% | |
| American Funds AF TRGT DATE 2025 R4 | — | — | — | $169K | 1.0% | |
| Fidelity Investments FID SM CAP IDX | — | — | — | $157K | 0.9% | |
| Fidelity Investments FID LT TR BD IDX | — | — | — | $155K | 0.9% | |
| Fidelity Investments FID LG CAP VAL IDX | — | — | — | $128K | 0.7% | |
| Fidelity Investments FID SM CAP GR IDX | — | — | — | $105K | 0.6% | |
| American Funds AF TRGT DATE 2045 R4 | — | — | — | $103K | 0.6% | |
| Fidelity Investments FID MID CAP VAL IDX | — | — | — | $70K | 0.4% | |
| American Funds AF TRGT DATE 2010 R4 | — | — | — | $55K | 0.3% | |
| Fidelity Investments FID GLB EX US IDX | — | — | — | $46K | 0.3% | |
| Fidelity Investments FID REAL ESTATE IDX | — | — | — | $39K | 0.2% | |
| Fidelity Investments FID GOVT MMKT | — | — | — | $5K | <0.1% |
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