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Original filing (PDF)20250808093215NAL0004281089001
SHEARER SUPPLY, LLC
Form 5500
FILING_RECEIVED
SHEARER SUPPLY 401(K) PLAN
401(k) retirement plan
Active participants
412
Accounts w/ balance
319
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEARER SUPPLY, LLC.
Plan sponsor
Name
SHEARER SUPPLY, LLC
EIN
75-2948578
Address
TWO HICKORY CENTRE · 1750 VALLEY VIEW LN #300 · FARMERS BRANCH, TX · 75234
Phone
(469) 324-4001
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
2025-08-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WATSON FINANCIAL, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUNITY INS CO OF AMERICA | — | GREENWOOD, CO | RECORDKEEPER | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | SAN RAMON, CA | CONTRACT ADMIN | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
33 direct securities · 1 pooled fund· $30.0M(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
$15.2M
33 holdings
Pooled Separate Account
$14.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $14.7M | 96.1% | |
| MassMutual American Funds 2025 Trgt Date Retire R6 | — | — | — | $2.0M | 12.9% | |
| MassMutual American Funds 2030 Trgt Date Retire R6 | — | — | — | $1.6M | 10.5% | |
| MassMutual American Funds 2035 Trgt Date Retire R6 | — | — | — | $1.5M | 9.7% | |
| MassMutual American Funds 2040 Trgt Date Retire R6 | — | — | — | $1.4M | 9.0% | |
| MassMutual Vanguard 500 Index Admiral | — | — | — | $1.3M | 8.4% | |
| MassMutual American Funds 2050 Trgt Date Retire R6 | — | — | — | $1.1M | 7.0% | |
| MassMutual American Funds 2020 Trgt Date Retire R6 | — | — | — | $1.0M | 6.6% | |
| MassMutual American Funds 2055 Trgt Date Retire R6 | — | — | — | $952K | 6.2% | |
| MassMutual American Funds 2045 Trgt Date Retire R6 | — | — | — | $936K | 6.1% | |
| MassMutual American Funds 2060 Trgt Date Retire R6 | — | — | — | $479K | 3.1% | |
| Maturities through September 2038 | — | — | — | $446K | 2.9% | |
| MassMutual Vanguard Total Intl Stock Admiral | — | — | — | $334K | 2.2% | |
| MassMutual American Funds AMCAP R6 | — | — | — | $320K | 2.1% | |
| MassMutual Victory Sycamore Established Value R6 | — | — | — | $263K | 1.7% | |
| MassMutual Vanguard Small Cap Index Adm | — | — | — | $207K | 1.4% | |
| MassMutual Vanguard Total Bond Market Ind Adm | — | — | — | $193K | 1.3% | |
| MassMutual American Funds New World R6 | — | — | — | $163K | 1.1% | |
| MassMutual Hartford Equity Income R6 | — | — | — | $135K | 0.9% | |
| MassMutual Hartford Balanced Income R6 | — | — | — | $117K | 0.8% | |
| MassMutual American Funds American Balanced R6 | — | — | — | $111K | 0.7% | |
| MassMutual Overseas I | — | — | — | $110K | 0.7% | |
| MassMutual Vanguard MidCap Index Adm | — | — | — | $108K | 0.7% | |
| MassMutual JPMorgan Mid Cap Growth R6 | — | — | — | $84K | 0.6% | |
| MassMutual Hartford International Opportunities R6 | — | — | — | $73K | 0.5% | |
| Fully Benefit-Responsive Investment Contract * MassMutual Fixed Account | — | — | — | $70K | 0.5% | |
| MassMutual PIMCO Income Instl | — | — | — | $62K | 0.4% | |
| MassMutual Invesco Real Estate R6 | — | — | — | $50K | 0.3% | |
| MassMutual Small Cap Gr Eq I | — | — | — | $44K | 0.3% | |
| MassMutual American Funds Captial World Gr&Inc R6 | — | — | — | $42K | 0.3% | |
| MassMutual Franklin Small Cap Value R6 | — | — | — | $38K | 0.2% | |
| MassMutual High Yield I | — | — | — | $33K | 0.2% | |
| MassMutual Infl-Prot and Inc I | — | — | — | $16K | 0.1% | |
| MassMutual Blackrock Total Return K | — | — | — | $10K | <0.1% |
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