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Original filing (PDF)20251014061611NAL0002210369001
HEAVY CONSTRUCTION SYSTEMS SPECI
Form 5500
FILING_RECEIVED
HCSS 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
482
Accounts w/ balance
545
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
How this plan invests
This plan
29 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 HEAVY CONSTRUCTION SYSTEMS SPECI.
Plan sponsor
Name
HEAVY CONSTRUCTION SYSTEMS SPECI
EIN
76-0242109
Address
13151 W AIRPORT BLVD · SUGAR LAND, TX · 77478
Phone
(713) 270-4000
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
BSB PARTNERS CPA'S & BUSINESS AD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $62K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $54K | — |
Investments
29 direct securities· $42.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $8.9M | 20.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $5.7M | 13.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $4.3M | 9.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.6M | 8.3% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $2.8M | 6.5% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $2.0M | 4.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.5M | 3.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.4M | 3.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.2M | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $979K | 2.3% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $799K | 1.8% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $711K | 1.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $691K | 1.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $573K | 1.3% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $554K | 1.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $493K | 1.1% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $485K | 1.1% | |
| EATON VANCE INCOME BOSTON R6 | Registered Investment Companies | — | — | $440K | 1.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $429K | 1.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $361K | 0.8% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $320K | 0.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $241K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $211K | 0.5% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $146K | 0.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $71K | 0.2% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $35K | <0.1% |