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Original filing (PDF)20251015145949NAL0002503203001
EMBREE CONSTRUCTION GROUP, INC
Form 5500
FILING_RECEIVED
EMBREE GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
252
Accounts w/ balance
252
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 EMBREE CONSTRUCTION GROUP, INC.
Plan sponsor
Name
EMBREE CONSTRUCTION GROUP, INC
EIN
74-2242835
Address
4747 WILLIAMS DRIVE · GEORGETOWN, TX · 78633
Phone
(512) 819-4705
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ALLOCATION COMPANY | 76-0354750 | — | TPA | — | — |
Investments
32 direct securities · 1 pooled fund· $20.3M(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.
Uncategorized
$18.7M
32 holdings
Pooled Separate Account
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| J.P. Morgan Chase JPMorgan Large Cap Growth Fund—Class R-6 | — | — | — | $2.5M | 13.1% | |
| VOYA Retirement and Insurance Company Group annuity contract | — | — | — | $1.6M | 8.5% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INS. AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 8.5% | |
| The Vanguard Group, Inc. Vanguard 500 Index Fund Admiral | — | — | — | $1.5M | 7.8% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2035 Fund I | — | — | — | $1.2M | 6.6% | |
| American Funds Distributors, Inc. American Funds Wash Mutual Inv R6 | — | — | — | $1.0M | 5.5% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2025 Fund I | — | — | — | $914K | 4.9% | |
| Voya Retirement Insurance and Annuity Company Voya Large Cap Growth Fund R6 | — | — | — | $774K | 4.1% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2045 Fund I | — | — | — | $753K | 4.0% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2050 Fund I | — | — | — | $712K | 3.8% | |
| Voya Retirement Insurance and Annuity Company Voya Mid-Cap Growth Equity Fund 8 | — | — | — | $637K | 3.4% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2030 Fund I | — | — | — | $615K | 3.3% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2040 Fund I | — | — | — | $587K | 3.1% | |
| AB Small Cap Growth Z Fund | — | — | — | $581K | 3.1% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6 | — | — | — | $530K | 2.8% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2055 Fund I | — | — | — | $495K | 2.6% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2060 Fund I | — | — | — | $460K | 2.5% | |
| American Funds Distributors, Inc. American Funds Infl Linked Bd Fd R6 | — | — | — | $452K | 2.4% | |
| The Vanguard Group, Inc. Vanguard Small-Cap Index Fund Admiral | — | — | — | $450K | 2.4% | |
| Franklin Small Cap Value Fund R6 | — | — | — | $399K | 2.1% | |
| American Funds Distributors, Inc. American Funds Am Balanced R6 | — | — | — | $396K | 2.1% | |
| American Funds Distributors, Inc. American Funds EuroPacific Growth R6 | — | — | — | $371K | 2.0% | |
| The Vanguard Group, Inc. Vanguard Mid-Cap Index Fund Admiral | — | — | — | $339K | 1.8% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2020 Fund I | — | — | — | $281K | 1.5% | |
| Victory Sycmr Established Value Fund R6 | — | — | — | $247K | 1.3% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2015 Fund I | — | — | — | $220K | 1.2% | |
| DFA Real Estate Securities Port Inst | — | — | — | $213K | 1.1% | |
| MFS Intl New Discovery Fund R6 | — | — | — | $188K | 1.0% | |
| Participants Participant loans 3.25% to 8.50%; maturing through 2029 | — | — | — | $149K | 0.8% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2065 Fund I | — | — | — | $139K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Voya Govt Money Mkt Fund A (Hold Acct) | — | — | — | $19K | 0.1% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2010 Fund I | — | — | — | $17K | <0.1% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2005 Fund I | — | — | — | $1K | <0.1% |
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