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Original filing (PDF)20251014082401NAL0003367360001
D. E. RICE CONTRUCTION CO. INC.
Form 5500
FILING_RECEIVED
RICE COMPANIES PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
232
Accounts w/ balance
103
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D. E. RICE CONTRUCTION CO. INC..
Plan sponsor
Name
D. E. RICE CONTRUCTION CO. INC.
EIN
73-0791905
Address
3300 SOUTH CEDAR STREET · BORGER, TX · 79007
Phone
(806) 274-7187
Industry
All Other Professional Services· Professional & Technical Servicessee 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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JOHNSON & SELDON PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTURE CAPITAL | 62-1823351 | — | NONE | $14K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $4K | — |
| KINGSVIEW WEALTH MANAGEMENT | 26-4016866 | — | NONE | $0 | — |
Investments
26 direct securities · 1 pooled fund· $13.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.6M
26 holdings
Pooled Separate Account
$5.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $5.8M | 85.9% | |
| AUL American Funds EuroPacific Growth Fund R6 | — | — | — | $855K | 12.6% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R6 MUTUAL FUND SHARES 0 | — | — | — | $855K | 12.6% | |
| AUL PGIM Total Return Bond R6 | — | — | — | $547K | 8.1% | |
| PARTICIPANTS LOANS 5.25% TO 7.25% 0 | — | — | — | $494K | 7.3% | |
| AUL Blackrock Total Return K | — | — | — | $461K | 6.8% | |
| AUL Stable Value Account, at contract value | — | — | — | $457K | 6.8% | |
| AUL JPMorgan Equity Income R6 | — | — | — | $445K | 6.6% | |
| AUL MFS Growth R6 | — | — | — | $383K | 5.7% | |
| PIMCO INCOME INSTL MUTUAL FUND SHARES 0 | — | — | — | $366K | 5.4% | |
| AUL MFS Core Equity R6 | — | — | — | $354K | 5.2% | |
| AUL T Rowe Price Dividend Growth | — | — | — | $322K | 4.8% | |
| AUL American Funds New Perspective R6 | — | — | — | $308K | 4.6% | |
| AUL Columbia Dividend Income Institutional 3 | — | — | — | $298K | 4.4% | |
| AUL American Funds New World R6 | — | — | — | $269K | 4.0% | |
| AUL DFA Inflation-Protected Securities I | — | — | — | $239K | 3.5% | |
| AUL T. Rowe Price Bluechip Growth I | — | — | — | $210K | 3.1% | |
| AUL MFS Mid Cap Growth R6 | — | — | — | $127K | 1.9% | |
| AUL BlackRock Mid-Cap Growth Equity K | — | — | — | $123K | 1.8% | |
| AUL Hartford Core Equity R6 | — | — | — | $122K | 1.8% | |
| AUL Franklin Dynatech R6 | — | — | — | $100K | 1.5% | |
| AUL American Funds American Mutual R6 | — | — | — | $99K | 1.5% | |
| AUL AB Small Cap Growth Z | — | — | — | $87K | 1.3% | |
| AUL American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $61K | 0.9% | |
| AUL JPMorgan Small Cap Growth R6 | — | — | — | $24K | 0.4% | |
| AUL American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $9K | 0.1% | |
| Participants Contributions receivable | — | — | — | $6K | <0.1% |
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