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Original filing (PDF)20250918161947NAL0001748400002
PATRIOT ERECTORS, LLC
Form 5500
FILING_RECEIVED
PATRIOT ERECTORS, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
~76 bps in Sched C fees
Active participants
246
Accounts w/ balance
176
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
36 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
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATRIOT ERECTORS, LLC.
Plan sponsor
Name
PATRIOT ERECTORS, LLC
EIN
82-5112719
Address
3023 HIGHWAY 290 W · DRIPPING SPRINGS, TX · 78620
Phone
(512) 858-9100
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
2025-09-18
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $74K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1493970 | — | BROKER | $0 | — |
Investments
33 direct securities· $11.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen TIAA-CREF Lifecycle Index 2040 Inst | — | — | — | $2.0M | 20.8% | |
| Standard Stable Asset Fund II | — | — | — | $1.7M | 17.1% | |
| Standard Life Insurance Contract | — | — | — | $1.7M | 17.1% | |
| Nuveen TIAA-CREF Lifecycle Index 2030 Inst | — | — | — | $955K | 9.9% | |
| Nuveen Lifecycle Idx 2055 Instl | — | — | — | $750K | 7.8% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $736K | 7.6% | |
| Nuveen TIAA-CREF Lifecycle Index 2045 Inst | — | — | — | $563K | 5.8% | |
| Nuveen TIAA-CREF Lifecycle Index 2050 Inst | — | — | — | $549K | 5.7% | |
| Nuveen TIAA-CREF Lifecycle Index 2060 Instl | — | — | — | $532K | 5.5% | |
| Nuveen TIAA-CREF Lifecycle Index 2035 Inst | — | — | — | $443K | 4.6% | |
| Participants Notes Receivable with interest rates of 5.75% to 11.00% | — | — | — | $404K | 4.2% | |
| Vanguard Interm-Term Bond Index Adm | — | — | — | $182K | 1.9% | |
| Fidelity 500 Index | — | — | — | $178K | 1.8% | |
| Vanguard Explorer Adm | — | — | — | $134K | 1.4% | |
| Nuveen TIAA-CREF Lifecycle Index 2010 Inst | — | — | — | $132K | 1.4% | |
| MFS International Diversification R6 | — | — | — | $80K | 0.8% | |
| Nuveen TIAA-CREF Lifecycle Index 2010 Inst 62 Nuveen TIAA-CREF Lifecycle Index 2025 Inst | — | — | — | $68K | 0.7% | |
| American Funds American Funds Inflation Linked Bond R-6 | — | — | — | $66K | 0.7% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $50K | 0.5% | |
| American Funds American Funds New Perspective R6 | — | — | — | $30K | 0.3% | |
| Vanguard Small Cap Index Adm | — | — | — | $29K | 0.3% | |
| BlackRock High Yield Bond K | — | — | — | $27K | 0.3% | |
| Vanguard Equity-Income Adm | — | — | — | $24K | 0.2% | |
| Coehn & Steers Cohen & Steers Real Estate Securities Z | — | — | — | $20K | 0.2% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $19K | 0.2% | |
| Nuveen TIAA-CREF Lifecycle Index 2065 Instl | — | — | — | $18K | 0.2% | |
| Victory Core Plus Intermed Bd R6 | — | — | — | $6K | <0.1% | |
| Vanguard Mid Cap Index Adm | — | — | — | $5K | <0.1% | |
| American Funds American Funds New World R6 | — | — | — | $4K | <0.1% | |
| American Funds American Funds New World R6 | — | — | — | $4K | <0.1% | |
| Vanguard Balanced Index Adm | — | — | — | $2K | <0.1% | |
| DFA US Targeted Value I | — | — | — | $2K | <0.1% | |
| PIMCO Internat Bond (USD Hedged) Instl | — | — | — | $1K | <0.1% |
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