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Original filing (PDF)20251013144548NAL0002223376001
PHILLIPS/MAY CORPORATION
Form 5500
FILING_RECEIVED
PHILLIPS/MAY CORPORATION 401K PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
104
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILLIPS/MAY CORPORATION.
Plan sponsor
Name
PHILLIPS/MAY CORPORATION
EIN
75-2343833
Address
1125 LONGPOINT AVENUE · DALLAS, TX · 75247
Phone
(214) 631-3331
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
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
HM&M GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $3K | — |
Investments
30 direct securities · 1 pooled fund· $22.8M(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
$12.1M
30 holdings
Pooled Separate Account
$10.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $10.7M | 85.6% | |
| Fidelity 500 Index Registered investment company | — | — | — | $1.4M | 10.9% | |
| Amerfds Grth Fd Of Americ R6 Registered investment company | — | — | — | $1.3M | 10.2% | |
| AUL Stable Value Account Group annuity contract | — | — | — | $965K | 7.7% | |
| Amercent Strat Alloc Agrsv R6 Registered investment company | — | — | — | $886K | 7.1% | |
| Amercent Strat Alloc Mod R6 Registered investment company | — | — | — | $876K | 7.0% | |
| Blackrock Mid Cap GRO Equity K Registered investment company | — | — | — | $798K | 6.4% | |
| Retirementtrack Mod 2035 R1 Registered investment company | — | — | — | $688K | 5.5% | |
| Troweprice Ret Bal I Registered investment company | — | — | — | $617K | 4.9% | |
| Amerfds New Persepctive R6 Registered investment company | — | — | — | $608K | 4.9% | |
| Retirementtrack Mod Ret R1 Registered investment company | — | — | — | $578K | 4.6% | |
| Retirementtrack Mod 2045 R1 Registered investment company | — | — | — | $458K | 3.7% | |
| Retirementtrack Mod 2055 R1 Registered investment company | — | — | — | $454K | 3.6% | |
| Fidelity Midcap Idx Registered investment company | — | — | — | $423K | 3.4% | |
| Notes receivable from participants with an interest rate of 4.25 percent to 8.50 percent | — | — | — | $380K | 3.0% | |
| Jan Hen Small Cap Val N Registered investment company | — | — | — | $366K | 2.9% | |
| Jan Hen Triton N Registered investment company | — | — | — | $322K | 2.6% | |
| Amercent Eqty Inc R6 Registered investment company | — | — | — | $281K | 2.2% | |
| Mfs Intl New Discovery R6 Registered investment company | — | — | — | $247K | 2.0% | |
| PGIM Total Return Bond R6 Registered investment company | — | — | — | $173K | 1.4% | |
| Amercent Strat Alloc Consv R6 Registered investment company | — | — | — | $97K | 0.8% | |
| Pgim High-Yield R6 Registered investment company | — | — | — | $75K | 0.6% | |
| Pimco Real Return Instl Registered investment company | — | — | — | $52K | 0.4% | |
| Amercent Realestate R6 Registered investment company | — | — | — | $42K | 0.3% | |
| Goldmansachs Int Eq Insi R6 Registered investment company | — | — | — | $15K | 0.1% | |
| Amerfds American High-Inc R6 Registered investment company | — | — | — | $11K | <0.1% | |
| Ishares Russell 200 SMCP IDX K Registered investment company | — | — | — | $3K | <0.1% | |
| Retirementtrack Mod 2065 R1 Mutual Fun Registered investment company | — | — | — | $2K | <0.1% | |
| Retirementtrack Agg Ret R1 Registered investment company | — | — | — | $2K | <0.1% | |
| Amercent Midcap Val R6 Registered investment company | — | — | — | $2K | <0.1% | |
| Retirementtrack Cons 2035 R1 Registered investment company | — | — | — | $2K | <0.1% |
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