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Original filing (PDF)20251003155341NAL0000950243001
QUANTA SERVICES INC.
Form 5500
FILING_RECEIVED
QUANTA SERVICES, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
45,713
Accounts w/ balance
30,597
Plan assets (EOY)
$2.2B
Net assets (EOY)
$2.2B
How this plan invests
This plan
17 pooled trusts
Schedule D
32 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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 8 bps in Schedule C fees — 70% above peer band of 5 bps.
- 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 QUANTA SERVICES INC..
Plan sponsor
Name
QUANTA SERVICES INC.
EIN
74-2851603
Address
2727 NORTH LOOP WEST · HOUSTON, TX · 77008
Phone
(713) 629-7600
Industry
Electrical Contractors· 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
2025-10-03
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)
3H · Sponsor in controlled / affiliated group
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEINSTEIN SPIRA & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.0M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $863K | — |
Investments
31 direct securities · 17 pooled funds· $3.3B(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.
Uncategorized
$2.2B
29 holdings
Common Collective Trust
$1.1B
17 holdings
Mutual Funds
$23.3M
1 holding
Common Collective Trusts
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $192.6M | 8.8% | |
| JP Morgan JPMorgan Large Cap Growth Fund | — | — | — | $190.8M | 8.7% | |
| FIAM Trust Company Fidelity Freedom Blend 2040 Commingled Pool | — | — | — | $177.7M | 8.1% | |
| FID FRDM BLND 2040 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $177.7M | 8.1% | |
| FIAM Trust Company Fidelity Freedom Blend 2050 Commingled Pool | — | — | — | $155.6M | 7.1% | |
| FID FRDM BLND 2050 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $155.6M | 7.1% | |
| FIAM Trust Company Fidelity Freedom Blend 2030 Commingled Pool | — | — | — | $149.9M | 6.8% | |
| FID FRDM BLND 2030 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $149.9M | 6.8% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $118.6M | 5.4% | |
| Vanguard Group, Inc. Vanguard Growth Index Institutional Fund | — | — | — | $116.6M | 5.3% | |
| FIAM Trust Company Fidelity Freedom Blend 2045 Commingled Pool | — | — | — | $103.8M | 4.7% | |
| FID FRDM BLND 2045 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $103.8M | 4.7% | |
| FIAM Trust Company Fidelity Freedom Blend 2035 Commingled Pool | — | — | — | $103.5M | 4.7% | |
| FID FRDM BLND 2035 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $103.5M | 4.7% | |
| Fidelity Investments Fidelity Diversified International Fund | — | — | — | $100.5M | 4.6% | |
| FIAM Trust Company Fidelity Freedom Blend 2055 Commingled Pool | — | — | — | $98.2M | 4.5% | |
| FID FRDM BLND 2055 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $98.2M | 4.5% | |
| Fidelity Investments Fidelity Total Bond Fund | — | — | — | $89.3M | 4.1% | |
| FIAM Trust Company Fidelity Freedom Blend 2060 Commingled Pool | — | — | — | $78.8M | 3.6% | |
| FID FRDM BLND 2060 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $78.8M | 3.6% | |
| FIAM Trust Company Fidelity Freedom Blend 2025 Commingled Pool | — | — | — | $55.5M | 2.5% | |
| FID FRDM BLND 2025 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $55.5M | 2.5% | |
| FIAM Trust Company Fidelity Freedom Blend 2020 Commingled Pool | — | — | — | $50.3M | 2.3% | |
| FID FRDM BLND 2020 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $50.3M | 2.3% | |
| Fidelity Investments Fidelity Small Cap Growth Fund | — | — | — | $48.9M | 2.2% | |
| due at various dates through 2054 | — | — | — | $48.0M | 2.2% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $40.9M | 1.9% | |
| FIAM Trust Company Fidelity Freedom Blend 2065 Commingled Pool | — | — | — | $39.5M | 1.8% | |
| FID FRDM BLND 2065 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $39.5M | 1.8% | |
| Fidelity Management Trust Company Fidelity Managed Income Portfolio II | — | — | — | $39.3M | 1.8% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $39.3M | 1.8% | |
| Vanguard Group, Inc. Vanguard Value Index Institutional Fund | — | — | — | $39.2M | 1.8% | |
| Fidelity Investments Fidelity Low Priced Stock Fund | — | — | — | $35.5M | 1.6% | |
| Money Market Fund * Fidelity Investments Fidelity Investments Money Market Government Portfolio Fund | — | — | — | $34.2M | 1.6% | |
| American Beacon American Beacon Small Cap Value Fund | Mutual Funds | — | — | $23.3M | 1.1% | |
| Fidelity Investments Fidelity Balanced Fund | — | — | — | $18.7M | 0.9% | |
| FIAM Trust Company Fidelity Freedom Blend 2010 Commingled Pool | — | — | — | $9.9M | 0.5% | |
| FID FRDM BLND 2010 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $9.9M | 0.5% | |
| Vanguard Group, Inc. Vanguard GNMA Admiral Fund | — | — | — | $7.7M | 0.4% | |
| Dimensional Fund Advisors International Small Cap Value Fund | — | — | — | $7.2M | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.5M | 0.3% | |
| Funds * Fidelity Institutional Asset Management (FIAM) Trust Company Fidelity Freedom Blend Income Commingled Pool | Common Collective Trusts | — | — | $3.9M | 0.2% | |
| FID FRDM BLEND INC S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $3.9M | 0.2% | |
| FIAM Trust Company Fidelity Freedom Blend 2015 Commingled Pool | — | — | — | $3.6M | 0.2% | |
| FID FRDM BLND 2015 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $3.6M | 0.2% | |
| Fidelity Management Trust Company Fidelity Managed Income Portfolio | — | — | — | $129K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $129K | <0.1% | |
| FID FRDM BLND 2005 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |