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Original filing (PDF)20251014093021NAL0002510177001
VAN EATON READY MIX, INC.
Form 5500
FILING_RECEIVED
VAN EATON READY MIX 401(K) PLAN
401(k) retirement plan
Active participants
486
Accounts w/ balance
327
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
39 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VAN EATON READY MIX, INC..
Plan sponsor
Name
VAN EATON READY MIX, INC.
EIN
73-1546367
Address
P.O. BOX 1058 · SHAWNEE, OK · 74802
Phone
(405) 217-7450
Industry
Manufacturingsee 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)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MURET CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
| WILSHIRE ASSOCIATES INC (U.S.A) | 95-2755361 | — | RECORDKEEPER | $894 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCESS FINANCIAL RESOURCES INC | 73-1399273 | — | INVESTMENT ADVISOR | $22K | — |
Investments
5 direct securities · 39 pooled funds· $6.0M(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.
Pooled Separate Account
$5.2M
39 holdings
Uncategorized
$811K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $81K | $861K | 15.5% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $68K | $745K | 13.4% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $60K | $621K | 11.2% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $46K | $521K | 9.4% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $37K | $420K | 7.6% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $37K | $419K | 7.5% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $30K | $301K | 5.4% | |
| AF AMERICAN BALANCED FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $4K | $266K | 4.8% | |
| Participant Loans to participants, interest rates ranging from 8.5% | — | — | — | $253K | 4.6% | |
| JH Lifetime Blend 2065 CIT R2 Pooled Separate Account, 19155.805108 units | — | — | $19K | $220K | 4.0% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $218K | 3.9% | |
| JH Lifetime Blend 2060 CIT R2 Pooled Separate Account, 16779.437511 units | — | — | $17K | $192K | 3.5% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $191K | 3.4% | |
| FIDELITY CONTRAFUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $105K | 1.9% | |
| Cash Non-interest bearing cash | — | — | — | $89K | 1.6% | |
| 500 INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $1K | $88K | 1.6% | |
| VANGUARD GROWTH INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $85K | 1.5% | |
| Repayments are Contributions Corrected Correction in and PTE 2002- included: Not Corrected Outside VFCP 51 Plan Year $ - | — | — | — | $57K | 1.0% | |
| MONEY MARKET FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $40K | $47K | 0.9% | |
| BLUE CHIP GROWTH FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.7% | |
| ISHARES MSCI EAFE GROWTH ETF JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $2K | $33K | 0.6% | |
| JPMORGAN EMERGING MARKETS EQ JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.4% | |
| VANGUARD SHORT-TERM FEDERAL JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $2K | $20K | 0.4% | |
| VANGUARD BALANCED INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.3% | |
| VANGUARD VALUE INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.3% | |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| FIDELITY REAL ESTATE INDEX JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.3% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $1K | $14K | 0.3% | |
| AMERICAN FUNDS AMCAP FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| LORD ABBETT SHORT DURATION INC JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $2K | $12K | 0.2% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| AF THE INCOME FUND OF AMERICA JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| DODGE & COX STOCK FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.1% | |
| LORD ABBETT CORE FIXED INCOME JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| VANGUARD EXPLORER FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| MFS MID CAP GROWTH FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PGIM TOTAL RETURN BOND FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MFS TOTAL RETURN FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| INVESTMENT COMPANY OF AMERICA JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| COLUMBIA CONTRARIAN CORE FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $238 | <0.1% |
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