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Original filing (PDF)20251014130043NAL0001382643001
WILLIAMS BROTHERS CONSTRUCTION CO., INC.
Form 5500
FILING_RECEIVED
WILLIAMS BROTHERS CONSTRUCTION CO, INC PROFIT SHARING & STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
98% in single holding98% employer stockNo recordkeeper disclosed
Active participants
2,261
Accounts w/ balance
3,608
Plan assets (EOY)
$147.6M
Net assets (EOY)
$147.5M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "WILLIAMS BROTHERS CONSTRUCTION, CO EMPLOYER COMMON STOCK" is 98% of plan.
- 98% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAMS BROTHERS CONSTRUCTION CO., INC..
Plan sponsor
Name
WILLIAMS BROTHERS CONSTRUCTION CO., INC.
EIN
74-1223844
Address
PO BOX 66428 · HOUSTON, TX · 77266
Phone
(713) 522-9821
Industry
Constructionsee 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
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
2I · Stock bonus
3I · Requires investment in employer securities
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EEPB
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. | 94-1737782 | — | NONE | $25K | — |
Investments
7 direct securities· $146.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WILLIAMS BROTHERS CONSTRUCTION, CO EMPLOYER COMMON STOCK | — | — | $10.0M | $143.7M | 97.3% | |
| STATE STREET ANGELES GLOBAL EQUITY OPP FUND | — | — | $425K | $1.8M | 1.2% | |
| JPMORGAN CHASE BANK INTEREST BEARING CASH | — | — | $318K | $318K | 0.2% | |
| CHARLES SCHWAB PIMCO INCM INST CL | — | — | $364K | $273K | 0.2% | |
| CHARLES SCHWAB BAIRD CORE PLUS BOND INS | — | — | $200K | $198K | 0.1% | |
| CHARLES SCHWAB DODGE & COX INCOME FUND | — | — | $158K | $196K | 0.1% | |
| CHARLES SCHWAB INTEREST BEARING CASH | — | — | $2K | $2K | <0.1% |
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