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Original filing (PDF)20250908114617NAL0019285825001
DAVID E. HARVEY BUILDERS, INC.
Form 5500
FILING_RECEIVED
DAVID E. HARVEY BUILDERS, INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
644
Accounts w/ balance
751
Plan assets (EOY)
$91.4M
Net assets (EOY)
$91.4M
How this plan invests
This plan
12 pooled trusts
Schedule D
20 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID E. HARVEY BUILDERS, INC..
Plan sponsor
Name
DAVID E. HARVEY BUILDERS, INC.
EIN
76-0236902
Address
3663 BRIARPARK DRIVE SUITE 101 · HOUSTON, TX · 770425224
Phone
(713) 783-8710
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
2025-09-08
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $115K | — |
Investments
10 direct securities · 12 pooled funds· $91.0M(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
$40.3M
10 holdings
Pooled Separate Account
$34.8M
6 holdings
Common Collective Trust
$15.9M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $16.2M | 17.7% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $13.6M | 14.9% | |
| MASSMUTUAL GUARANTEED INTEREST ACCOUNT Guaranteed Interest Account - | — | — | — | $10.9M | 11.9% | |
| MASSMUTUAL CORE BOND I Mutual Fund - | — | — | — | $5.1M | 5.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $4.8M | 5.3% | |
| MFS VALUE R6 Mutual Fund - | — | — | — | $4.4M | 4.8% | |
| MASSMUTUAL SMALL CP GRTH EQTY I Mutual Fund - | — | — | — | $4.2M | 4.6% | |
| MASSMUTUAL OVERSEAS I Mutual Fund - | — | — | — | $4.1M | 4.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $4.0M | 4.4% | |
| EMPOWER S&P MID CAP 400 INDEX INST Mutual Fund - | — | — | — | $3.8M | 4.1% | |
| MASSMUTUAL EQTY OPPORTUNITIES I Mutual Fund - | — | — | — | $3.4M | 3.7% | |
| INVESCO GLOBAL OPPORTUNITIES R6 Mutual Fund - | — | — | — | $3.3M | 3.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $3.3M | 3.6% | |
| T. ROWE US MID CAP GRW EQTY (IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $3.2M | 3.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $3.2M | 3.5% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $1.8M | 2.0% | |
| EMPOWER S&P SMALL CAP 600 INDEX INST Mutual Fund - | — | — | — | $673K | 0.7% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Mutual Fund - | — | — | — | $521K | 0.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $469K | 0.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $126K | 0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE/VICTORY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $0 | <0.1% |