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Original filing (PDF)20251014082957NAL0003429680001
SHEBESTER-BECHTEL, INC.
Form 5500
FILING_RECEIVED
SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401(k) retirement plan
Signals · 2
85% in single holding85% employer stock
Active participants
65
Accounts w/ balance
183
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
9 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Shebester-Bechtel, Inc. 44,826 shares of common stock" is 85% of plan.
- 85% of plan in employer / sponsor stock.
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 SHEBESTER-BECHTEL, INC..
Plan sponsor
Name
SHEBESTER-BECHTEL, INC.
EIN
73-0977376
Address
PO BOX 270598 · OKLAHOMA CITY, OK · 73137
Phone
(405) 509-7223
Industry
Mining, Quarrying, Oil & Gassee 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)
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
2T · Default investment account (QDIA)
3I · Requires investment in employer securities
2H · Partial participant-directed accounts
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES | — | CHARLOTTESVILLE, VA | THIRD PARTY ADMINISTRATO | $0 | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | NONE | $0 | — |
Investments
25 direct securities · 9 pooled funds· $25.5M(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
$22.2M
25 holdings
Pooled Separate Account
$3.3M
1 holding
Common Collective Trust
$0
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Shebester-Bechtel, Inc. 44,826 shares of common stock | — | — | $4.0M | $18.7M | 81.6% | |
| VARIABLE ANNUITY ACCOUNT VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.3M | 14.5% | |
| Voya Retirement Insurance & Annuity Company (Voya) Total Bond Market Index Fund | — | — | — | $486K | 2.1% | |
| Voya Vanguard 500 Index Fund | — | — | — | $302K | 1.3% | |
| Voya Stable Value Option | — | — | — | $300K | 1.3% | |
| Voya MyCompass Index Moderate 2045 Fund | — | — | — | $256K | 1.1% | |
| Voya MyCompass Index Moderate 2035 Fund | — | — | — | $237K | 1.0% | |
| Voya Vanguard Value Index Fund | — | — | — | $234K | 1.0% | |
| Voya Fidelity International Index Fund | — | — | — | $233K | 1.0% | |
| Voya Vanguard Mid Cap Index Fund | — | — | — | $178K | 0.8% | |
| Voya AQR Style Premia Alternative Fund | — | — | — | $171K | 0.7% | |
| Voya Vanguard Mid Cap Value Index Fund | — | — | — | $146K | 0.6% | |
| Voya Vanguard Small Cap Index Fund | — | — | — | $133K | 0.6% | |
| Voya Vanguard Growth Index Fund | — | — | — | $125K | 0.5% | |
| Voya Vanguard Emerging Markets Stock Index Fund | — | — | — | $125K | 0.5% | |
| Voya Vanguard Small Cap Value Index Fund | — | — | — | $113K | 0.5% | |
| Voya MyCompass Index Moderate 2055 Fund | — | — | — | $98K | 0.4% | |
| Voya AQR Managed Futures Strategy Fund | — | — | — | $88K | 0.4% | |
| Notes receivable Loans to participants, interest rates from participants ranging from 4.25% to 9.50% with various - | — | — | — | $78K | 0.3% | |
| Voya MyCompass Index Moderate Retirement Fund | — | — | — | $49K | 0.2% | |
| Voya MyCompass Index Moderate 2065 Fund | — | — | — | $33K | 0.1% | |
| Voya Vanguard Mid Cap Growth Index Fund | — | — | — | $11K | <0.1% | |
| Voya Vanguard Real Estate Index Fund | — | — | — | $10K | <0.1% | |
| Voya MyCompass Index Conservative 2055 Fund | — | — | — | $7K | <0.1% | |
| Voya Vanguard Ultra-Short-Term Bond Fund | — | — | — | $2K | <0.1% | |
| Voya Vanguard Small Cap Growth Index Fund | — | — | — | $2K | <0.1% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY TRUST COMPANY · EIN 26-3763031 / PN 149 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $0 | <0.1% |