Back to filter
Original filing (PDF)20251008151346NAL0005746801001
ALAMO CEMENT COMPANY
Form 5500
FILING_RECEIVED
ALAMO CEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
684
Accounts w/ balance
597
Plan assets (EOY)
$50.7M
Net assets (EOY)
$50.7M
How this plan invests
This plan
14 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
81
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "GENERAL ACCOUNT Guaranteed Interest Account" is 37% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAMO CEMENT COMPANY.
Plan sponsor
Name
ALAMO CEMENT COMPANY
EIN
74-2047858
Address
PO BOX 34807 · SAN ANTONIO, TX · 782654807
Phone
(210) 208-1830
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ADKF
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $90K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $2K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
6 direct securities · 14 pooled funds· $50.7M(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.
Pooled Separate Account
$26.3M
14 holdings
Uncategorized
$24.3M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GENERAL ACCOUNT Guaranteed Interest Account | — | — | — | $18.8M | 37.0% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY TRUST COMPANY, LLC · EIN 81-4457845 / PN 307 | Pooled Separate Account | — | — | $8.6M | 16.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4447624 / PN 306 | Pooled Separate Account | — | — | $3.5M | 6.8% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4430771 / PN 305 | Pooled Separate Account | — | — | $3.3M | 6.5% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY TRUST COMPANY, LLC · EIN 81-4470950 / PN 308 | Pooled Separate Account | — | — | $2.9M | 5.8% | |
| Participant Loans Participant loans (3.25% -9.00%) - 0 - | — | — | — | $1.9M | 3.8% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY TRUST COMPANY, LLC · EIN 81-4484368 / PN 309 | Pooled Separate Account | — | — | $1.7M | 3.4% | |
| AMERICAN CENTURY ULTRA INV Mutual Funds | — | — | — | $1.4M | 2.8% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $1.3M | 2.5% | |
| PRM CR VAL EQ (WLLGTN-BRNDYWN-TRP) PRM CR VAL EQ (WLLGTN-BRNDYWN-TRP) · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.2M | 2.4% | |
| JPMORGAN CORE BOND R5 Mutual Funds | — | — | — | $1.1M | 2.1% | |
| T. ROWE PRICE NEW HORIZONS I T. ROWE PRICE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.0M | 2.1% | |
| MASSMUTUAL BALANCED R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.0M | 2.0% | |
| MASSMUTUAL OVERSEAS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $952K | 1.9% | |
| T. ROWE PRICE U.S. EQUITY RESEARCH I Mutual Funds | — | — | — | $739K | 1.5% | |
| MASSMUTUAL SMALL CAP OPPS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $582K | 1.1% | |
| Self Directed Brokerage Accounts Mutual Funds - Self-Directed | — | — | — | $410K | 0.8% | |
| INVESCO FUNDAMENTAL ALTERNATIVES Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $215K | 0.4% | |
| MM S&P 500 INDEX I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL MAIN STREET R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |