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Original filing (PDF)20251010091555NAL0004096483001
ARCH-CON CORPORATION
Form 5500
FILING_RECEIVED
ARCH-CON. 401(K) PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
171
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCH-CON CORPORATION.
Plan sponsor
Name
ARCH-CON CORPORATION
EIN
76-0647851
Address
190 TC JESTER BLVD, SUITE 200 · HOUSTON, TX · 77007
Phone
(713) 533-1900
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
2025-10-10
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
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | — | REGISTERED INVESTMENT AD | $26K | — |
Investments
29 direct securities · 11 pooled funds· $14.2M(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.
Common Collective Trust
$9.4M
11 holdings
Uncategorized
$4.8M
29 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK TRUST CO LT BLEND 2045 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $2.1M | 14.5% | |
| JOHN HANCOCK TRUST CO LT BLEND 2050 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 023 | Common Collective Trust | — | — | $1.7M | 11.8% | |
| JOHN HANCOCK TRUST CO LT BLEND 2055 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $1.3M | 9.0% | |
| JOHN HANCOCK TRUST CO LT BLEND 2040 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 021 | Common Collective Trust | — | — | $1.2M | 8.6% | |
| JOHN HANCOCK TRUST CO LT BLEND 2030 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 019 | Common Collective Trust | — | — | $870K | 6.1% | |
| JOHN HANCOCK STABLE VALUE R8 GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $686K | 4.8% | |
| T. Rowe Price Large Cap Growth Fund | — | — | — | $663K | 4.7% | |
| JOHN HANCOCK TRUST CO LT BLEND 2060 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 025 | Common Collective Trust | — | — | $526K | 3.7% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $523K | 3.7% | |
| Fidelity 500 Index Fund | — | — | — | $509K | 3.6% | |
| JOHN HANCOCK TRUST CO LT BLEND 2035 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $498K | 3.5% | |
| Parnassus Core Equity Fund | — | — | — | $438K | 3.1% | |
| John Hancock Disciplined Value Fund | — | — | — | $402K | 2.8% | |
| American Funds Fundamental Investors ** 116 American Funds Capital World Growth and Income Fund | — | — | — | $385K | 2.7% | |
| JOHN HANCOCK TRUST CO LT BLEND 2020 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 017 | Common Collective Trust | — | — | $357K | 2.5% | |
| Participant Loans 4.25% - 9.5% 0 | — | — | — | $313K | 2.2% | |
| American Funds The Growth Fund of America | — | — | — | $284K | 2.0% | |
| Vanguard MidCap Growth Index Admiral | — | — | — | $176K | 1.2% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $165K | 1.2% | |
| JOHN HANCOCK TRUST CO LT BLEND 2065 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 026 | Common Collective Trust | — | — | $148K | 1.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $119K | 0.8% | |
| American Funds New Perspective Fund | — | — | — | $94K | 0.7% | |
| John Hancock Bond Fund | — | — | — | $92K | 0.7% | |
| American Funds New World Fund | — | — | — | $78K | 0.6% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $71K | 0.5% | |
| JP Morgan Small Cap Blend | — | — | — | $71K | 0.5% | |
| T. Rowe Price Equity Income Fund | — | — | — | $70K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $68K | 0.5% | |
| JOHN HANCOCK TRUST CO LT BLEND 2025 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $66K | 0.5% | |
| John Hancock Strategic Income Opportunities Fund | — | — | — | $58K | 0.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $56K | 0.4% | |
| Nuveen Small Cap Blend Index | — | — | — | $55K | 0.4% | |
| Massachusetts Financial Investors Fund | — | — | — | $46K | 0.3% | |
| American Funds Capital Income Builder | — | — | — | $17K | 0.1% | |
| PGIM High Yield Fund | — | — | — | $17K | 0.1% | |
| Hartford World Bond Fund | — | — | — | $16K | 0.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $9K | <0.1% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $4K | <0.1% | |
| JP Morgan Mid Cap Equity | — | — | — | $3K | <0.1% | |
| JP Morgan US Government Money Market Cap | — | — | — | $1K | <0.1% |
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