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Original filing (PDF)20251010140244NAL0004684691001
CONCOTE CORPORATION
Form 5500
FILING_RECEIVED
CONCOTE CORPORATION 401K PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
160
Accounts w/ balance
124
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "party date,rate of interest, collateral, par, or maturity date American Funds Am Balanced R3 Registered Investment Company" is 27% of plan.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCOTE CORPORATION.
Plan sponsor
Name
CONCOTE CORPORATION
EIN
75-1324820
Address
600 FREEPORT PARKWAY · COPPELL, TX · 75019
Phone
(214) 956-0077
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $4K | — |
Investments
33 direct securities · 1 pooled fund· $26.7M(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
$13.6M
32 holdings
Pooled Separate Account
$13.1M
1 holding
Pooled Separate Accounts
$28K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $13.1M | 97.5% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Am Balanced R3 Registered Investment Company | — | — | — | $5.5M | 40.8% | |
| Voya Retirement Insurance & Annuity Company Voya U.S. Stock Index Portfolio Adv | — | — | — | $1.5M | 11.0% | |
| Voya Retirement Insurance & Annuity Company Voya Large Cap Growth Portfolio Adv | — | — | — | $929K | 6.9% | |
| Voya Retirement Insurance & Annuity Company American Funds Nw Prspctv R3 | — | — | — | $808K | 6.0% | |
| Voya Retirement Insurance & Annuity Company Voya Indx Solution 2030 Pt Adv | — | — | — | $458K | 3.4% | |
| Voya Retirement Insurance & Annuity Company American Funds Income Fnd R3 | — | — | — | $414K | 3.1% | |
| Voya Retirement Insurance & Annuity Company American Funds Fdmntl Inv R3 | — | — | — | $378K | 2.8% | |
| Voya Retirement Insurance & Annuity Company Voya MidCap Opportunities Port A | — | — | — | $370K | 2.8% | |
| Voya Retirement Insurance & Annuity Company Pioneer Strategic Income Fund R | — | — | — | $355K | 2.6% | |
| Investment Contract with Insurance Company * Voya Retirement Insurance & Annuity Company Fixed Value Account | — | — | — | $341K | 2.5% | |
| Voya Retirement Insurance & Annuity Company Voya Index Solution 2025 Port Adv | — | — | — | $263K | 2.0% | |
| Voya Retirement Insurance & Annuity Company Voya Clarion Real Estate Port Adv ** 240 * Voya Retirement Insurance & Annuity Company Voya Columbia SmCap VI II P Adv | — | — | — | $263K | 2.0% | |
| (Held at End of Year) CONCOTE CORPORATION 401(K) PLAN EIN#75-1324820 Plan# 002 * Voya Indx Solution 2045 P Adv Registered Investment Company | — | — | — | $233K | 1.7% | |
| Voya Intermediate Bond Fd R Registered Investment Company | — | — | — | $225K | 1.7% | |
| Voya Retirement Insurance & Annuity Company American Funds Wash Mutual Inv R3 | — | — | — | $192K | 1.4% | |
| Voya Retirement Insurance & Annuity Company Voya Indx Solution 2040 Pt Adv | — | — | — | $175K | 1.3% | |
| Voya Retirement Insurance & Annuity Company Voya Index Solution 2055 Port Adv | — | — | — | $171K | 1.3% | |
| Voya Retirement Insurance & Annuity Company Neuberg Berm Genesis Fund Adv | — | — | — | $125K | 0.9% | |
| Victory Sycmr Est Vl Fd R Registered Investment Company | — | — | — | $117K | 0.9% | |
| Voya Retirement Insurance & Annuity Company Inv Opp Developing Markets Fund R | — | — | — | $116K | 0.9% | |
| Inv Dev Mrkts Fd R Registered Investment Company | — | — | — | $116K | 0.9% | |
| Voya Retirement Insurance & Annuity Company Columbia High Yield Bond Fnd R | — | — | — | $114K | 0.8% | |
| Voya Retirement Insurance & Annuity Company Voya Index Solution 2060 Port Adv | — | — | — | $97K | 0.7% | |
| Voya Russell MdCp Indx Prt A Registered Investment Company | — | — | — | $76K | 0.6% | |
| Voya Retirement Insurance & Annuity Company American Funds EuroPacific Grw R3 | — | — | — | $73K | 0.5% | |
| Voya Retirement Insurance & Annuity Company Voya Index Solution 2035 Port Adv | — | — | — | $69K | 0.5% | |
| Voya Retirement Insurance & Annuity Company Voya Indx Solution 2050 Pt Adv | — | — | — | $35K | 0.3% | |
| VY JPM SmCp Cr Eq Port Adv Registered Investment Company | — | — | — | $29K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $28K | 0.2% | |
| s * Voya Investments Voya Money market Fund A | Pooled Separate Accounts | — | — | $28K | 0.2% | |
| Voya Retirement Insurance & Annuity Company Voya Index Solution 2065 P Adv | — | — | — | $22K | 0.2% | |
| PIMCO Real Return - Class R Registered Investment Company | — | — | — | $3K | <0.1% | |
| Voya Retirement Insurance & Annuity Company Voya Index Solution Inc Portfolio Adv | — | — | — | $2K | <0.1% |
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