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Original filing (PDF)20251014144002NAL0001519027001
H&M CONSTRUCTION CO., LLC
Form 5500
FILING_RECEIVED
H&M CONSTRUCTION CO. , LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
421
Accounts w/ balance
191
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H&M CONSTRUCTION CO., LLC.
Plan sponsor
Name
H&M CONSTRUCTION CO., LLC
EIN
72-1349662
Address
PO BOX 1025 · DEMOPOLIS, AL · 36732
Phone
(334) 641-4250
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS, & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities· $3.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIRE2045 T. ROWE PRICE RETIREMENT 2045 INV Mutual Funds | — | — | — | $857K | 26.1% | |
| RETIRE2030 T. ROWE PRICE RETIREMENT 2030 INV Mutual Funds | — | — | — | $490K | 14.9% | |
| RETIRE2015 T. ROW PRICE RETIREMENT 2015 INV Mutual Funds ** 76 * RETIRE2025 T. ROWE PRICE RETIREMENT 2025 INV Mutual Funds | — | — | — | $399K | 12.2% | |
| RETIRE2050 T. ROWE PRICE RETIREMENT 2050 INV Mutual Funds | — | — | — | $351K | 10.7% | |
| T.Rowe Price T. Rowe Price Retirement 2035 Inv | — | — | — | $299K | 9.1% | |
| T.Rowe Price T. Rowe Price Retirement 2040 Inv | — | — | — | $213K | 6.5% | |
| T.Rowe Price T. Rowe Price Stable Value | — | — | — | $154K | 4.7% | |
| StableValue Common/Collective Trust | — | — | — | $154K | 4.7% | |
| RETIRE2055 T. ROWE PRICE RETIREMENT 2055 INV Mutual Funds | — | — | — | $127K | 3.9% | |
| T.Rowe Price TIIA-CREF Large-Cap Gr Idx Instl | — | — | — | $126K | 3.8% | |
| TIAACREF L Mutual Funds | — | — | — | $126K | 3.8% | |
| RETIRE2060 T. ROWE PRICE RETIREMENT 2060 INV Mutual Funds | — | — | — | $100K | 3.0% | |
| RETIRE2020 T. ROWE PRICE RETIREMENT 2020 INV Mutual Funds | — | — | — | $57K | 1.7% | |
| RETIRE2065 T. ROWE PRICE RETIREMENT 2065 INV Mutual Funds | — | — | — | $50K | 1.5% | |
| GOV MONEY T. ROWE PRICE GOVERNMENT MONEY INV Money Market | — | — | — | $28K | 0.9% | |
| CALVERT US LARGE CAP CORE RESPONSIBLE INDEX FUND CL I Mutual Funds | — | — | — | $7K | 0.2% | |
| RETIRE2005 T. ROW PRICE RETIREMENT 2005 INV Mutual Funds | — | — | — | $7K | 0.2% | |
| VANGUARD MID CAP INDEX Mutual Funds | — | — | — | $6K | 0.2% | |
| COLUMBIA SMALL CAP INDEX INSTL2 Mutual Funds | — | — | — | $6K | 0.2% | |
| T.Rowe Price TIIA-CREF International Eq Idx Instl | — | — | — | $3K | <0.1% | |
| TIAACREF L Mutual Funds | — | — | — | $3K | <0.1% |
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