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Original filing (PDF)20250917094426NAL0000370835001
CHET MORRISON CONTRACTORS, L.L.C.
Form 5500
FILING_RECEIVED
CHET MORRISON CONTRACTORS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
535
Accounts w/ balance
456
Plan assets (EOY)
$27.7M
Net assets (EOY)
$27.7M
How this plan invests
This plan
34 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.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHET MORRISON CONTRACTORS, L.L.C..
Plan sponsor
Name
CHET MORRISON CONTRACTORS, L.L.C.
EIN
72-1001398
Address
P.O. BOX 3301 · HOUMA, LA · 70361
Phone
(985) 868-1950
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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LA PORTE APAC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETIREMENT SERVICES, LLC | — | CHICAGO, IL | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $10K | — |
Investments
34 direct securities· $27.4M(99% of reported assets)
Uncategorized
$27.3M
33 holdings
Real Estate
$89K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 2040 T Date R6 Am Funds 0 | — | — | — | $4.3M | 15.5% | |
| 500 Index Fund Adm Vanguard 0 | — | — | — | $2.9M | 10.5% | |
| 2035 T Date R6 Am Funds 0 | — | — | — | $2.8M | 10.0% | |
| 2030 T Date R6 Am Funds 0 | — | — | — | $2.5M | 9.2% | |
| 2045 T Date R6 Am Funds 0 | — | — | — | $1.8M | 6.4% | |
| 2025 T Date R6 Am Funds 0 | — | — | — | $1.6M | 5.6% | |
| Fixed Account VOYA 0 | — | — | — | $1.5M | 5.4% | |
| 2050 T Date R6 Am Funds 0 | — | — | — | $1.2M | 4.4% | |
| 2055 T Date R6 Am Funds 0 | — | — | — | $784K | 2.8% | |
| Growth Fund R6 MFS 0 | — | — | — | $777K | 2.8% | |
| Large Cap Grw Fnd Z AB 0 | — | — | — | $740K | 2.7% | |
| Intermediate Bond Fund R6 Voya | — | — | — | $647K | 2.3% | |
| 2060 T Date R6 Am Funds 0 | — | — | — | $598K | 2.2% | |
| Explorer Fund Adm Vanguard 0 | — | — | — | $524K | 1.9% | |
| Mid Cap Growth Fd R6 JP Morgan 0 | — | — | — | $523K | 1.9% | |
| Lrg Cp Val Fd - Cl R6 Putnam 0 | — | — | — | $521K | 1.9% | |
| Fdmtl Intl Eq Idx Fd Schwab 0 | — | — | — | $444K | 1.6% | |
| 2065 T Date R6 Am Funds 0 | — | — | — | $393K | 1.4% | |
| 2020 T Date R6 Am Funds 0 | — | — | — | $373K | 1.3% | |
| Intl Grw Fund Adm Vanguard 0 | — | — | — | $345K | 1.2% | |
| 2070 T Date R6 Am Funds 0 80 Am Balanced R6 American Funds 0 | — | — | — | $320K | 1.2% | |
| SmlCap Indx Fd Admiral Vanguard 0 | — | — | — | $279K | 1.0% | |
| Mid-Cap Index Fund Adm Vanguard 0 | — | — | — | $276K | 1.0% | |
| Value Index Fund Adm Vanguard 0 | — | — | — | $232K | 0.8% | |
| Income Fund Ins PIMCO 0 | — | — | — | $211K | 0.8% | |
| Adv Foc Emr Mkts Fd Z Fidelity 0 | — | — | — | $181K | 0.7% | |
| Infl-Protd Secs Port Instl DFA 0 | — | — | — | $156K | 0.6% | |
| Cap Wd Bd R6 American Funds 0 | — | — | — | $136K | 0.5% | |
| High Yield Fund R6 PGIM 0 | — | — | — | $119K | 0.4% | |
| Secs Port Ins DFA 0 | Real Estate | — | — | $89K | 0.3% | |
| 2015 T Date R6 Am Funds 0 | — | — | — | $65K | 0.2% | |
| Selected Value Fund Inv Vanguard 0 | — | — | — | $45K | 0.2% | |
| US Targeted VI Port Ins DFA 0 | — | — | — | $26K | <0.1% | |
| Gv Mny Mkt F A VOYA | — | — | — | $5K | <0.1% |
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