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Original filing (PDF)20251015105218NAL0006020304003
EUTAW CONSTRUCTION COMPANY, INC.
Form 5500
FILING_RECEIVED
EUTAW CONSTRUCTION COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
306
Accounts w/ balance
212
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUTAW CONSTRUCTION COMPANY, INC..
Plan sponsor
Name
EUTAW CONSTRUCTION COMPANY, INC.
EIN
64-0636374
Address
P.O. BOX 36 · ABERDEEN, MS · 39730
Phone
(662) 369-8868
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $9K | — |
Investments
32 direct securities· $17.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Ret 2040 Fund l Class Mutual Fund | — | — | — | $2.7M | 15.2% | |
| T Rowe Price Ret 2030 Fund l Class Mutual Fund | — | — | — | $2.3M | 13.2% | |
| T Rowe Price Ret 2060 Fund l Class Mutual Fund | — | — | — | $1.8M | 10.4% | |
| Vanguard Large Cap Index Mutual Fund | — | — | — | $1.5M | 8.7% | |
| JPMorgan Large Cap Growth Mutual Fund | — | — | — | $1.2M | 7.0% | |
| T Rowe Price Ret 2030 Fund l Class Mutual Fund | — | — | — | $1.1M | 6.2% | |
| T Rowe Price Ret 2050 Fund l Class Mutual Fund | — | — | — | $783K | 4.5% | |
| T Rowe Price Ret 2025 Fund l Class Mutual Fund | — | — | — | $780K | 4.4% | |
| T Rowe Price Ret 2045 Fund l Class Mutual Fund | — | — | — | $691K | 3.9% | |
| T Rowe Price Ret 2055 Fund l Class Mutual Fund | — | — | — | $625K | 3.6% | |
| PIMCO Income Mutual Fund | — | — | — | $465K | 2.6% | |
| JPMorgan Core Bond Mutual Fund | — | — | — | $448K | 2.5% | |
| Notes Receivable from Participants Interest rates ranging from 4.5% to 6.75% | — | — | — | $356K | 2.0% | |
| Value Line Mid Cap Focused Mutual Fund | — | — | — | $348K | 2.0% | |
| American Cent Sm Cap Growth Mutual Fund | — | — | — | $283K | 1.6% | |
| Buffalo International Mutual Fund | — | — | — | $264K | 1.5% | |
| Hartford Dividend And Growth Mutual Fund | — | — | — | $258K | 1.5% | |
| Federated Total Return Bond Mutual Fund | — | — | — | $238K | 1.4% | |
| Smead Value Fund Class Y Mutual Fund | — | — | — | $234K | 1.3% | |
| Baird Core Plus Bond Mutual Fund | — | — | — | $231K | 1.3% | |
| Federated Hermes Gvt. Obl Premier Money Market | — | — | — | $200K | 1.1% | |
| JPMorgan Global Bond Opport Mutual Fund | — | — | — | $183K | 1.0% | |
| T Rowe Price Ret 2020 Fund l Class Mutual Fund | — | — | — | $173K | 1.0% | |
| T Rowe Price Ret 2065 Fund l Class Mutual Fund | — | — | — | $64K | 0.4% | |
| Vanguard Total Stock Mkt Index Mutual Fund | — | — | — | $62K | 0.4% | |
| AB Large Cap Growth Mutual Fund | — | — | — | $27K | 0.2% | |
| JPMorgan Hedged Equity Mutual Fund | — | — | — | $27K | 0.2% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $22K | 0.1% | |
| Vanguard Mid Cap Index Mutual Fund | — | — | — | $15K | <0.1% | |
| Cash and Cash equivalents Cash | — | — | — | $10K | <0.1% | |
| Fed Hermes Instl Hi Yld Bond Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Total Intl Stk Idx Mutual Fund | — | — | — | $6K | <0.1% |
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