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Original filing (PDF)20251015164451NAL0002767731001
B & H CONSTRUCTION, LLC
Form 5500
FILING_RECEIVED
B & H CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Active participants
441
Accounts w/ balance
516
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
29 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B & H CONSTRUCTION, LLC.
Plan sponsor
Name
B & H CONSTRUCTION, LLC
EIN
73-1374355
Address
301 JAMES DEAN DRIVE · NORMAN, OK · 73072
Phone
(405) 407-6532
Industry
Utilitiessee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | — | ST LOUIS, MO | INVESTMENT ADVISOR | $21K | — |
| EDWARD D JONES & CO, LP | 43-0345811 | NORMAN, OK | INVESTMENT ADVISORY SERV | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC DBA MORNINGSTAR ASS | — | CHICAGO, IL | OTHER | $1K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $80 | — |
Investments
33 direct securities · 29 pooled funds· $15.6M(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
$12.7M
31 holdings
Mutual Funds
$2.8M
1 holding
Guaranteed Income / GIC
$79K
1 holding
Common Collective Trust
$6K
2 holdings
Pooled Separate Account
$0
27 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $2.8M | 17.7% | |
| American Funds American Funds 2035 Trgt Date Retire R6 N/A | — | — | — | $2.6M | 16.9% | |
| American Funds American Funds 2050 Trgt Date Retire R6 N/A | — | — | — | $1.8M | 11.8% | |
| American Funds American Funds 2045 Trgt Date Retire R6 N/A | — | — | — | $1.6M | 10.5% | |
| American Funds American Funds 2055 Trgt Date Retire R6 N/A | — | — | — | $1.2M | 8.0% | |
| American Funds American Funds 2040 Trgt Date Retire R6 N/A | — | — | — | $1.2M | 7.6% | |
| American Funds American Funds 2025 Trgt Date Retire R6 N/A | — | — | — | $945K | 6.1% | |
| Notes receivable from participants Maturing 2025-2033 at interest rates of 5.25% - 10.50% - | — | — | — | $736K | 4.7% | |
| American Funds American Funds 2060 Trgt Date Retire R6 N/A | — | — | — | $520K | 3.3% | |
| American Funds American Funds 2020 Trgt Date Retire R6 N/A | — | — | — | $346K | 2.2% | |
| JP Morgan Jpmorgan Large Cap Growth R6 N/A | — | — | — | $314K | 2.0% | |
| American Funds American Funds 2015 Trgt Date Retire R6 N/A | — | — | — | $284K | 1.8% | |
| American Funds American Funds 2065 Trgt Date Retire R6 N/A | — | — | — | $240K | 1.5% | |
| Fidelity 500 Index N/A | — | — | — | $237K | 1.5% | |
| Fidelity Large Cap Growth Index N/A | — | — | — | $188K | 1.2% | |
| American Funds American Funds Gr And Inc Port R-6 N/A | — | — | — | $123K | 0.8% | |
| American Funds American Funds 2010 Trgt Date Retire R6 N/A | — | — | — | $90K | 0.6% | |
| American Funds American Funds American Balanced R6 N/A | — | — | — | $82K | 0.5% | |
| * Great-West Life & Annuity Ei Fixed Account - Series Class Iii N/A | Guaranteed Income / GIC | — | — | $79K | 0.5% | |
| Hartford Funds Hartford Dividend And Growth R6 N/A | — | — | — | $33K | 0.2% | |
| Fidelity International Index N/A | — | — | — | $11K | <0.1% | |
| Fidelity Mid Cap Growth Index N/A | — | — | — | $7K | <0.1% | |
| Fidelity Emerging Markets Index N/A | — | — | — | $6K | <0.1% | |
| Fidelity Large Cap Value Index N/A | — | — | — | $4K | <0.1% | |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds American Funds New Perspective R6 N/A | — | — | — | $3K | <0.1% | |
| JP Morgan Jpmorgan Mid Cap Growth R6 N/A | — | — | — | $3K | <0.1% | |
| SSGA RUSSELL SC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds Amer Funds Moderate G/i Portfolio R6 N/A | — | — | — | $2K | <0.1% | |
| JP Morgan Jpmorgan Small Cap Blend R6 N/A | — | — | — | $2K | <0.1% | |
| T. Rowe Price T. Rowe Price Global Stock I N/A | — | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors Dfa Commodity Strategy I N/A | — | — | — | $2K | <0.1% | |
| Fidelity Overseas K N/A | — | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors Dfa Real Estate Securities I N/A | — | — | — | $1K | <0.1% | |
| American Funds Amer Funds Conserv G/i Portfolio R6 N/A | — | — | — | $1K | <0.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM JENNISON MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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