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Original filing (PDF)20251014162432NAL0003399489001
POWERHOUSE ELECTRICAL SERVICES, INC.
Form 5500
FILING_RECEIVED
POWERHOUSE ELECTRICAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
32% in single holding~92 bps in Sched C fees
Active participants
208
Accounts w/ balance
139
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "T. Rowe Price Retirement Hybrid 2005 Trust Cl T14 MUTUAL FUND" is 32% of plan.
- 92 bps in Schedule C fees — 77% above peer band of 52 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 POWERHOUSE ELECTRICAL SERVICES, INC..
Plan sponsor
Name
POWERHOUSE ELECTRICAL SERVICES, INC.
EIN
74-3074359
Address
1901 WAUKESHA DRIVE · PFLUGERVILLE, TX · 78660
Phone
(512) 840-5592
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KBFALK, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES, INC. | 74-2715820 | WACO, TX | TPA AND RECORDKEEPER | $32K | — |
Investments
30 direct securities· $20.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Hybrid 2005 Trust Cl T14 MUTUAL FUND | — | — | — | $6.5M | 187.2% | |
| American Funds U.S. Government Money Market Fund Class R-3 INTEREST BEARING CASH | — | — | — | $1.9M | 54.2% | |
| T. Rowe Price Retirement Hybrid 2045 Trust Cl T14 MUTUAL FUND | — | — | — | $1.3M | 36.7% | |
| T. Rowe Price Retirement Hybrid 2040 Trust Cl T14 MUTUAL FUND | — | — | — | $1.1M | 32.6% | |
| T. Rowe Price Retirement Hybrid 2025 Trust Cl T14 MUTUAL FUND | — | — | — | $906K | 26.0% | |
| T. Rowe Price Retirement Hybrid 2050 Trust Cl T14 MUTUAL FUND | — | — | — | $881K | 25.3% | |
| T. Rowe Price Retirement Hybrid 2035 Trust Cl T14 MUTUAL FUND | — | — | — | $868K | 24.9% | |
| T. Rowe Price Retirement Hybrid 2030 Trust Cl T14 MUTUAL FUND | — | — | — | $806K | 23.1% | |
| T. Rowe Price Retirement Hybrid 2020 Trust Cl T14 MUTUAL FUND | — | — | — | $656K | 18.8% | |
| T. Rowe Price Retirement 2045 Mutual Funds | — | — | — | $616K | 17.7% | |
| American Funds Capital Income Builder Class R-3 MUTUAL FUND | — | — | — | $509K | 14.6% | |
| T. Rowe Price Retirement 2040 Mutual Funds | — | — | — | $494K | 14.2% | |
| T. Rowe Price Retirement 2025 Mutual Funds | — | — | — | $460K | 13.2% | |
| T. Rowe Price Retirement 2050 Mutual Funds | — | — | — | $449K | 12.9% | |
| T. Rowe Price Retirement 2035 Mutual Funds | — | — | — | $444K | 12.7% | |
| T. Rowe Price Retirement 2030 Mutual Funds | — | — | — | $393K | 11.3% | |
| American Funds 2045 Target Date Retirement Fund Class R-3 MUTUAL FUND | — | — | — | $349K | 10.0% | |
| T. Rowe Price Retirement 2015 Mutual Funds ** 118 * T. Rowe Price Retirement 2020 Mutual Funds | — | — | — | $332K | 9.5% | |
| American Funds 2040 Target Date Retirement Fund Class R-3 MUTUAL FUND | — | — | — | $297K | 8.5% | |
| T. Rowe Price Retirement Hybrid 2055 Trust Cl T14 MUTUAL FUND | — | — | — | $257K | 7.4% | |
| American Funds The Growth Fund of America Class R-3 MUTUAL FUND | — | — | — | $229K | 6.6% | |
| Invesco Comstock Fund Class R MUTUAL FUND | — | — | — | $199K | 5.7% | |
| T. Rowe Price Retirement Hybrid 2060 Trust Cl T14 MUTUAL FUND | — | — | — | $165K | 4.7% | |
| American Funds 2055 Target Date Retirement Fund Class R-3 MUTUAL FUND | — | — | — | $165K | 4.7% | |
| T. Rowe Price Retirement 2055 Mutual Funds | — | — | — | $131K | 3.8% | |
| T. Rowe Price Retirement 2060 Mutual Funds | — | — | — | $80K | 2.3% | |
| T. Rowe Price Retirement 2065 Mutual Funds | — | — | — | $72K | 2.1% | |
| 2023 - PY - $ 17,044 $ - | — | — | — | $17K | 0.5% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Funds | — | — | — | $6K | 0.2% | |
| Principal Small Cap Value II R6 Mutual Funds ** 227 Mass Mutual Select Small Cap Growth Equity Mutual Funds ** 601 * T. Rowe Price Government Money Mutual Funds | — | — | — | $2K | <0.1% |
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