Back to filter
Original filing (PDF)20230802101141NAL0019220897001
CONSTRUCTION RESOURCES HOLDINGS, LLC
Form 5500
FILING_RECEIVED
CONSTRUCTION RESOURCES HOLDINGS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
654
Accounts w/ balance
337
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
7 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 53 bps in Schedule C fees — 82% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSTRUCTION RESOURCES HOLDINGS, LLC.
Plan sponsor
Name
CONSTRUCTION RESOURCES HOLDINGS, LLC
EIN
81-0773852
Address
196 RIO CIRCLE · DECATUR, GA · 30030
Phone
(404) 378-3132
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JAMES M. MOYNA, CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $38K | — |
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | NONE | $24K | — |
| JAMES M MOYNA CPA | — | LIBERTYVILLE, IL | NONE | $8K | — |
Investments
7 pooled funds· $877K(7% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM STABLE VALUE 100BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | $814K | 6.1% |
| BLACKROCK LIFEPATH INDEX 2060 60 WILMINGTON TRUST · EIN 47-2700166 / PN 158 | Common Collective Trust | $16K | 0.1% |
| BLACKROCK LIFEPATH INDEX 2050 60 WILMINGTON TRUST · EIN 26-3763061 / PN 149 | Common Collective Trust | $12K | <0.1% |
| BLACKROCK LIFEPATH INDEX RETIRE 60 WILMINGTON TRUST · EIN 26-3773846 / PN 157 | Common Collective Trust | $12K | <0.1% |
| BLACKROCK LIFEPATH INDEX 2055 60 WILMINGTON TRUST · EIN 46-3302432 / PN 178 | Common Collective Trust | $8K | <0.1% |
| BLACKROCK LIFEPATH INDEX 2035 60 WILMINGTON TRUST · EIN 26-3770263 / PN 152 | Common Collective Trust | $8K | <0.1% |
| BLACKROCK LIFEPATH INDEX 2025 60 WILMINGTON TRUST · EIN 26-3773730 / PN 154 | Common Collective Trust | $7K | <0.1% |
Related plans
Other plans using ASCENSUS LLC
SUTTER MEDICAL GROUP, INC.
SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN
$1.0B · 1,247 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN
$1.0B · 6,050 participants
NORTHEAST GEORGIA HEALTH SYSTEM, INC.
NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN
$847.5M · 11,682 participants
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
$515.9M · 305 participants
DAVENPORT & COMPANY LLC
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
$416.4M · 510 participants
Similar-size Retail Trade plans
PENINSULA BUILDING MATERIALS CO
PENINSULA BUILDING MATERIALS 401K PLAN
$13.2M · 81 participants
LOUIS J. GRASMICK LUMBER COMPANY
LOUIS J. GRASMICK LUMBER COMPANY 401(K) PROFIT SHARING PLAN
$13.2M · 54 participants
STANDARD TILE DIST. OF NEW HAVEN, INC.
STANDARD TILE DISTR. OF NEW HAVEN, INC. EMPLOYEE PROFIT SHARING PLAN
$13.1M · 84 participants
CENTRAL VALLEY BUILDERS SUPPLY
CENTRAL VALLEY EMPLOYEES 401(K) PLAN
$13.1M · 213 participants
SCHERER BROS LUMBER CO
SCHERER BROS. LUMBER CO. EMPLOYEE STOCK OWNERSHIP PLAN
$13.1M · 177 participants
FLOWER CITY GLASS CO. OF NEW YORK, LLC
FLOWER CITY GLASS CO. OF NEW YORK, LLC EMPLOYEES 401(K) PROFIT SHARING PLAN
$13.0M · 56 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants