Back to filter
Original filing (PDF)20231011094118NAL0029159265001
HASKELL LEMON CONSTRUCTION CO.
Form 5500
FILING_RECEIVED
HASKELL LEMON CONSTRUCTION SAVINGS INCENTIVE PLAN
401(k) retirement plan
Signals · 1
Late filing · 5.6 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
78
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 5.6 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HASKELL LEMON CONSTRUCTION CO..
Plan sponsor
Name
HASKELL LEMON CONSTRUCTION CO.
EIN
73-0731258
Address
3800 SW 10TH ST · OKLAHOMA CITY, OK · 731082047
Phone
(405) 947-6069
Industry
Constructionsee all
Plan administrator
Name
MINNESOTA LIFE INSURANCE COMPANY
EIN
41-0417830
City
SAINT PAUL, MN
Phone
(651) 665-3500
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-06-07
Filed
2023-10-11
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROSE ROCK CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MINNESOITA LIFE INSURANCE COMPANY | 41-0417830 | ST. PAUL, MN | 3 (16) FIDUCIARY | $1K | — |
Investments
10 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO DIVERSIFIED DIVIDND R5 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 283 | Pooled Separate Account | $0 | — |
| MFS GROWTH R3 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 361 | Pooled Separate Account | $0 | — |
| TIAA-CREF INTL EQ IDX INSTL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 788 | Pooled Separate Account | $0 | — |
| VGD EXTENDED MKT IDX ADM MINNESOTA LIFE INSURANCE · EIN 41-0417830 / PN 112 | Pooled Separate Account | $0 | — |
| DFA U.S. TARGETED VALUE PORT MINNESOTA LIFE INSURANCE COMPOANY · EIN 41-0417830 / PN 127 | Pooled Separate Account | $0 | — |
| VANGUARD TOT BOND MKT IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 154 | Pooled Separate Account | $0 | — |
| INVCO OPPHMR INTL GR R5 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 277 | Pooled Separate Account | $0 | — |
| BARON GROWTH EQUITY MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 075 | Pooled Separate Account | $0 | — |
| DFA INTERNATIONAL VALUE PORT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 110 | Pooled Separate Account | $0 | — |
| SECURIAN AM S&P 500 INDEX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 011 | Pooled Separate Account | $0 | — |
Related plans
Similar-size Construction plans
SUBSEA MARITIME, INC.
SUBSEA MARITIME, INC. 401(K) PLAN
$0 · 5 participants
TRI COUNTY TOWER LLC
TRI COUNTY TOWER LLC SOCA BENEFIT PLAN
$0
PAINT POSITIVE
PAINT POSITIVE SOCA BENEFIT PLAN
$0
CHICA & ASSOCIATES INC
CHICA & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$0
R. C. CONSTRUCTION CO., INC.
R. C. CONSTRUCTION CO., INC. 401(K) SALARY SAVINGS PLAN
$0
SANITARY PLUMBING CONTRACTORS, INC.
SANITARY PLUMBING CONTRACTORS, INC. 401(K) PLAN
$0
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B