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Original filing (PDF)20251015085126NAL0004382481001
NELSON BROS READY MIX, LTD.
Form 5500
FILING_RECEIVED
NBR/R&R 401(K) PLAN
401(k) retirement plan
Signals · 2
36% in single holding~282 bps in Sched C fees
Active participants
239
Accounts w/ balance
244
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
1 pooled trust
Schedule D
17 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
82
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "State Street Global Advisors SSGA Target Retirement 2035" is 36% of plan.
- 282 bps in Schedule C fees — 443% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NELSON BROS READY MIX, LTD..
Plan sponsor
Name
NELSON BROS READY MIX, LTD.
EIN
75-2944168
Address
170 W. MAIN ST. · SUITE 200 · LEWISVILLE, TX · 75057
Phone
(972) 436-6558
Industry
Manufacturingsee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER INSURANCE COMPANY OFAMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCF INVESTMENT ADVISORS INC | — | FRESNO, CA | INVESTMENT ADVISOR | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS, INC. | 85-0402842 | ALBUQUERQUE, NM | TPA | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22 | — |
Investments
16 direct securities · 1 pooled fund· $1.8M(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
$1.8M
16 holdings
Common Collective Trust
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors SSGA Target Retirement 2035 | — | — | — | $672K | 36.4% | |
| State Street Global Advisors SSGA Target Retirement 2045 | — | — | — | $518K | 28.1% | |
| State Street Global Advisors SSGA Target Retirement 2055 | — | — | — | $253K | 13.7% | |
| State Street Global Advisors SSGA Target Retirement 2025 | — | — | — | $149K | 8.1% | |
| State Street Global Advisors SSGA Target Retirement 2065 | — | — | — | $51K | 2.8% | |
| Fidelity Investments Fidelity Nasdaq Composite Index | — | — | — | $44K | 2.4% | |
| BlackRock 80/20 Target Allocation | — | — | — | $27K | 1.4% | |
| State Street Global Advisors SSGA Target Retirement | — | — | — | $23K | 1.3% | |
| DFA Large Cap International l DFA Large Cap International l | — | — | — | $23K | 1.3% | |
| Fidelity Investments Fidelity Advisor Growth Opportunities | — | — | — | $21K | 1.1% | |
| Empower Investments Empower Investments Fixed Account - Series Class I | — | — | — | $17K | 0.9% | |
| STATE STREET NASDAQ-100 INDEX NL C1 STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $16K | 0.9% | |
| PIMCO Real Estate Real Return Strategy I | — | — | — | $8K | 0.5% | |
| Columbia US Treasury Index Inst3 Columbia US Treasury Index Inst3 | — | — | — | $8K | 0.4% | |
| PGIM Jennison Utility R6 PGIM Jennison Utility R6 | — | — | — | $7K | 0.4% | |
| Janus Henderson Janus Henderson Balanced | — | — | — | $3K | 0.2% | |
| PGIM Jennison Utility | — | — | — | $2K | 0.1% |
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