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Original filing (PDF)20251013090620NAL0000402787001
MULTI-CRAFT CONTRACTORS, INC.
Form 5500
FILING_RECEIVED
MULTI-CRAFT CONTRACTORS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
614
Accounts w/ balance
769
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly 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 MULTI-CRAFT CONTRACTORS, INC..
Plan sponsor
Name
MULTI-CRAFT CONTRACTORS, INC.
EIN
71-0423846
Address
2300 N LOWELL RD · SPRINGDALE, AR · 72764
Phone
(479) 751-4330
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $63K | — |
| PENSION CONSULTANTS | 43-1685158 | — | NONE | $39K | — |
| KATZ, SAPPER & MILLER | 35-1090346 | — | NONE | $9K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $1K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
32 direct securities · 2 pooled funds· $31.3M(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
$31.0M
32 holdings
Common Collective Trust
$260K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund R6 198,909 | — | — | $3.5M | $3.8M | 12.5% | |
| American Funds 2040 Target Date Retirement Fund R6 175,499 | — | — | $3.3M | $3.6M | 11.9% | |
| American Funds 2025 Target Date Retirement Fund R6 234,218 | — | — | $3.4M | $3.6M | 11.7% | |
| American Funds 2050 Target Date Retirement Fund R6 137,182 | — | — | $2.6M | $2.9M | 9.5% | |
| American Funds 2030 Target Date Retirement Fund R6 164,484 | — | — | $2.7M | $2.8M | 9.4% | |
| American Funds 2060 Trgt Date Retire R6 American Funds 2060 Trgt Date Retire 1,777,841.65 | — | — | $1.8M | $1.9M | 6.4% | |
| American Funds 2055 Target Date Retirement Fund R6 68,875 | — | — | $1.7M | $1.8M | 6.0% | |
| American Funds 2045 Target Date Retirement Fund R6 83,574 | — | — | $1.6M | $1.8M | 5.8% | |
| American Funds 2065 Target Date Retirement Fund R6 61,808 | — | — | $1.0M | $1.1M | 3.6% | |
| American Funds 2020 Target Date Retirement Fund R6 73,127 | — | — | — | $984K | 3.2% | |
| American Funds 2015 Target Date Retirement Fund R6 72,422 | — | — | — | $887K | 2.9% | |
| Fidelity Large Cap Growth Index Fund 21,331 | — | — | — | $836K | 2.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 5.26% - 10.51%, with maturities through October 2029 0 | — | — | — | $802K | 2.6% | |
| VALUE ASSETS GENERAL INVESTMENTS Participant Loans *Master Participant Loan Master Participant Loan | — | — | $802K | $802K | 2.6% | |
| Fidelity Total Market Index Fund 3,885 | — | — | — | $627K | 2.1% | |
| Fidelity Large Cap Value Index Fund 33,980 | — | — | — | $616K | 2.0% | |
| Fidelity Mid Cap Growth Index Fund 15,144 | — | — | — | $498K | 1.6% | |
| Emerald Growth Institutional Fund 11,664 | — | — | — | $301K | 1.0% | |
| ALLSPRING SP MIDCAP VAL E2 CIT SEI TRUST COMPANY · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $260K | 0.9% | |
| Payden Corporate Bond SI Fund 23,247 | — | — | — | $227K | 0.7% | |
| Principal Guaranteed Option | — | — | — | $216K | 0.7% | |
| Undiscovered Managers Behavioral Value Fund R6 2,176 | — | — | — | $183K | 0.6% | |
| Lazard International Strategic Equity Portfolio Fund 13,564 | — | — | — | $183K | 0.6% | |
| MONEY MARKET FUND SHARES Vanguard Treasury Money Market Fund 115,655 | — | — | — | $116K | 0.4% | |
| Vanguard Treasury Money Market Investor Vanguard Treasury Money Market Invest 111,997.42 | — | — | $112K | $112K | 0.4% | |
| RBC Emerging Markets Equity Fund R6 7,207 | — | — | — | $95K | 0.3% | |
| Fidelity US Bond Index Fund 7,870 | — | — | — | $80K | 0.3% | |
| Artisan High Income Institutional Fund 7,453 | — | — | — | $68K | 0.2% | |
| Jpmorgan Mtge Back Sec-R6 Jpmorgan Mtge Back Sec-R6 | — | — | $22K | $22K | <0.1% | |
| JPMorgan Mortgage-Backed Securities Fund R6 2,163 | — | — | — | $22K | <0.1% | |
| REGISTERED INVESTMENT COMPANIES American Funds 2010 Target Date Retirement Fund R6 1,626 | — | — | — | $19K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund 1,084 | — | — | — | $19K | <0.1% | |
| Fidelity Global ex U.S. Index Fund 690 | — | — | — | $10K | <0.1% | |
| EAGLE MID CAP GROWTH CIT CL 1 CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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