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Original filing (PDF)20251014155545NAL0003216417001
BALDWIN & SHELL CONSTRUCTION CO.
Form 5500
FILING_RECEIVED
BALDWIN & SHELL CONSTRUCTION CO. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
290
Accounts w/ balance
230
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALDWIN & SHELL CONSTRUCTION CO..
Plan sponsor
Name
BALDWIN & SHELL CONSTRUCTION CO.
EIN
71-0286511
Address
P.O. BOX 1750 · LITTLE ROCK, AR · 72203
Phone
(501) 374-8677
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
2025-10-14
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)
Auditor
RASCO WINTER THOMAS GROUP LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $31K | — |
| FIRST SECURITY BANK | 71-0159420 | — | NONE | $22K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
30 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual fund N/A | — | — | — | $2.2M | 16.9% | |
| Vanguard Target Retirement 2045 Mutual fund N/A | — | — | — | $1.3M | 10.5% | |
| Vanguard Target Retirement 2030 Mutual fund N/A | — | — | — | $1.2M | 9.1% | |
| Vanguard Target Retirement 2025 Mutual fund N/A | — | — | — | $1.1M | 9.0% | |
| Vanguard Target Retirement 2050 Mutual fund N/A | — | — | — | $1.1M | 8.6% | |
| Vanguard Target Retirement 2040 Mutual fund N/A | — | — | — | $992K | 7.8% | |
| Fidelity 500 Index Adm Mutual fund N/A | — | — | — | $924K | 7.2% | |
| JPMorgan Mid Cap Growth R6 Mutual fund N/A | — | — | — | $880K | 6.9% | |
| Vanguard Target Retirement Income Fund Mutual fund N/A | — | — | — | $573K | 4.5% | |
| Vanguard Target Retirement 2055 Mutual fund N/A | — | — | — | $326K | 2.6% | |
| JPMorgan Core Plus Bond R6 Mutual fund N/A | — | — | — | $286K | 2.2% | |
| Participant loans various maturity dates. -0- | — | — | — | $266K | 2.1% | |
| JPMorgan Large Cap Growth Fund R6 Mutual fund N/A | — | — | — | $254K | 2.0% | |
| Vanguard Windsor II Admiral Mutual fund N/A | — | — | — | $202K | 1.6% | |
| Vanguard Target Retirement 2060 Mutual fund N/A | — | — | — | $194K | 1.5% | |
| Vanguard Developed Markets Index Adm Mutual fund N/A | — | — | — | $166K | 1.3% | |
| Vanguard Target Retirement 2020 Mutual fund N/A | — | — | — | $164K | 1.3% | |
| Schwab Retirement Govt Money Fd Money market fund N/A $ | — | — | — | $137K | 1.1% | |
| Hartford Schroders International Stk SDR Mutual fund N/A | — | — | — | $108K | 0.9% | |
| American Century Small Cap Value R6 Mutual fund N/A | — | — | — | $71K | 0.6% | |
| Vanguard Mid Cap Index Adm Mutual fund N/A | — | — | — | $60K | 0.5% | |
| Vanguard Target Retirement 2065 Mutual fund N/A | — | — | — | $60K | 0.5% | |
| GQG Partners Emerging Markets Equity R6 Mutual fund N/A | — | — | — | $39K | 0.3% | |
| JPMorgan Short Duration Core Plus Fund Class R6 Mutual fund N/A | — | — | — | $31K | 0.2% | |
| Vanguard Small Cap Index Adm Mutual fund N/A | — | — | — | $25K | 0.2% | |
| Allspring Special Mid Cap Value R6 Mutual fund N/A | — | — | — | $17K | 0.1% | |
| Janus Henderson Venture N Mutual fund N/A | — | — | — | $16K | 0.1% | |
| Cohen & Steers Instl Realty Shares Mutual fund N/A | — | — | — | $12K | <0.1% | |
| Guggenheim Macro Opportunities Instl Mutual fund N/A | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual fund N/A | — | — | — | $2K | <0.1% |
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