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Original filing (PDF)20251007180751NAL0008681840001
OFTEDAL CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
OFTEDAL CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
109
Accounts w/ balance
254
Plan assets (EOY)
$43.1M
Net assets (EOY)
$43.1M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Borrowing Lessor, Maturity Date, Rate of Interest, Current or Similar Party Collateral, Par or Maturity Value Cost Value Non-Participant Directed * Oftedal Construction, Inc. Common Stock, 11,456 shares" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OFTEDAL CONSTRUCTION, INC..
Plan sponsor
Name
OFTEDAL CONSTRUCTION, INC.
EIN
81-0307943
Address
PO BOX 400 · MILES CITY, MT · 59301
Phone
(406) 232-5911
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $43.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Borrowing Lessor, Maturity Date, Rate of Interest, Current or Similar Party Collateral, Par or Maturity Value Cost Value Non-Participant Directed * Oftedal Construction, Inc. Common Stock, 11,456 shares | — | — | $8.0M | $43.0M | 99.8% |
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