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Original filing (PDF)20250804152451NAL0001396467001

JOERIS GENERAL CONTRACTORS, LTD.

Form 5500
FILING_RECEIVED
JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
657
Accounts w/ balance
681
Plan assets (EOY)
$46.8M
Net assets (EOY)
$46.8M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOERIS GENERAL CONTRACTORS, LTD..
Plan sponsor
Name
JOERIS GENERAL CONTRACTORS, LTD.
EIN
74-2277946
Address
823 ARION PKWY · SAN ANTONIO, TX · 78216
Phone
(210) 494-1638
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-04
Pension benefit codes
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
RUSSON + JOHNSON LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

5 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
TRANSAMERICA RETIREMENT SOLUTIONS13-3689044—RECORDKEEPER$23K—
BENEFITS ADMINISTRATORS LLC61-1291181—RECORDKEEPER$0—
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
IRONOAK WEALTH LLC82-3645371—INVESTMENT ADVISORY PLAN$87K—
LEAFHOUSE FINANCIAL ADVISORS, LLC26-4311657—INVESTMENT ADVISORY PLAN$22K—
Trustee
1
NameEINLocationRelationDirect compIndirect comp
TRANSAMERICA TRUST COMPANY42-0947998—TRUSTEE$100—

Investments

2 pooled funds· $12.6M(27% 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.

InvestmentTypeCurrent value% of plan
LARGE CAP GROWTH IV
WILMINGTON TRUST · EIN 38-7289821 / PN 001
Common Collective Trust
$6.9M14.8%
RELIANCE METLIFE STABLE 25053 CLASS
METLIFE · EIN 46-6625485 / PN 001
Common Collective Trust
$5.6M12.0%

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