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Original filing (PDF)20251014125718NAL0001413395001
GOODFELLOW CIVIL CORP.
Form 5500
FILING_RECEIVED
GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
422
Accounts w/ balance
512
Plan assets (EOY)
$174.3M
Net assets (EOY)
$174.2M
How this plan invests
This plan
1 pooled trust
Schedule D
78 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODFELLOW CIVIL CORP..
Plan sponsor
Name
GOODFELLOW CIVIL CORP.
EIN
83-1634200
Address
P.O. BOX 598 · WENATCHEE, WA · 988070598
Phone
(509) 662-7111
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | WHITE PLAINS, NY | NONE | $48K | — |
| NWPS | 91-2090931 | — | NONE | $33K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $18K | — |
| UBS FINANCIAL SERVICES, INC. | 13-2638116 | — | NONE | $12K | — |
Investments
76 direct securities · 1 pooled fund· $166.2M(95% 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.
Uncategorized
$129.5M
74 holdings
Mutual Funds
$32.6M
1 holding
Common Collective Trust
$3.9M
1 holding
Common Stocks
$231K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Inst Registered investment company | Mutual Funds | — | — | $32.6M | 18.7% | |
| Vanguard Total Int St Indx Inst Registered investment company | — | — | — | $21.9M | 12.6% | |
| NYLI Winslow Large Cap Growth I Registered investment company | — | — | — | $13.3M | 7.6% | |
| WCM Focused Intl Growth Instl Registered investment company | — | — | — | $12.4M | 7.1% | |
| Dodge & Cox Intl Stock Registered investment company | — | — | — | $11.3M | 6.5% | |
| T Rowe Price Value Fund - I Registered investment company | — | — | — | $9.9M | 5.7% | |
| Vanguard Total Bond Market Index Signal Registered investment company | — | — | — | $9.6M | 5.5% | |
| Dodge & Cox Income Registered investment company | — | — | — | $9.4M | 5.4% | |
| Fidelity 500 Index Institutional Prem Registered investment company | — | — | — | $6.3M | 3.6% | |
| JP Morgan Mid Cap Growth R6 Registered investment company | — | — | — | $4.8M | 2.8% | |
| MORLEY STABLE VALUE FUND INSTL GARTMORE MORLEY FINANCIAL · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.2% | |
| Allspring Special Mid Cap Value Fund R6 Registered investment company | — | — | — | $3.4M | 1.9% | |
| American Century Inflation Adjusted Registered investment company | — | — | — | $3.3M | 1.9% | |
| Baron Small Cap Fund Inst Registered investment company | — | — | — | $3.1M | 1.8% | |
| Victory Sycamore S/C Opp-R6 Registered investment company | — | — | — | $2.2M | 1.3% | |
| Money market fund Vanguard Treasury Money Market Fund | — | — | — | $1.9M | 1.1% | |
| Participant loans 9.50%, maturing through August 2034 | — | — | — | $1.6M | 0.9% | |
| UBS Money Market Fund | — | — | — | $720K | 0.4% | |
| United States treasury-agency bonds US Treasury Note/Bond 4.125% interest; Due October 2027 | — | — | — | $695K | 0.4% | |
| US Treasury Note/Bond 4.625% interest; Due September 2030 | — | — | — | $604K | 0.3% | |
| Nvidia Corp Common stocks | — | — | — | $521K | 0.3% | |
| US Treasury Note/Bond 4.625% interest; Due May 2034 | — | — | — | $476K | 0.3% | |
| US Treasury Note/Bond 4.625% interest; Due October 2026 | — | — | — | $467K | 0.3% | |
| Microsoft Corporation Common stocks | — | — | — | $435K | 0.2% | |
| US Treasury Note/Bond 4.750% interest; Due November 2053 | — | — | — | $411K | 0.2% | |
| US Treasury Note/Bond 4.75% interest; Due November 2043 | — | — | — | $384K | 0.2% | |
| Flextronics Ltd Common stocks | — | — | — | $349K | 0.2% | |
| Veralto Corp Common stocks | — | — | — | $345K | 0.2% | |
| Visa Inc Class A Shares Common stocks | — | — | — | $334K | 0.2% | |
| Aflac Inc Common stocks | — | — | — | $328K | 0.2% | |
| Hartford Schroders Emerging Mkts Eq Y Registered investment company | — | — | — | $290K | 0.2% | |
| Rockwell International Common stocks | — | — | — | $288K | 0.2% | |
| Unilever Plc Spon Adr New Common stocks | — | — | — | $279K | 0.2% | |
| Taiwan Semiconductor Common stocks | — | — | — | $271K | 0.2% | |
| US Treasury Note/Bond 4.250% interest; Due February 2031 | — | — | — | $270K | 0.2% | |
| Waste Management Inc Common stocks | — | — | — | $269K | 0.2% | |
| Intercontinental Exchange Inc Common stocks | — | — | — | $269K | 0.2% | |
| Procter & Gamble Co Common stocks | — | — | — | $266K | 0.2% | |
| Fiserv Inc Common stocks | — | — | — | $261K | 0.1% | |
| GE Healthcare Technologies Inc Common stocks | — | — | — | $255K | 0.1% | |
| Nextera Energy Inc Common stocks | — | — | — | $239K | 0.1% | |
| On Holding Ag-Class A Common stocks | — | — | — | $236K | 0.1% | |
| Cadence Design Systems Inc Common stocks | — | — | — | $235K | 0.1% | |
| Accenture PLC Common stocks | Common Stocks | — | — | $231K | 0.1% | |
| Alcon Inc Common stocks | — | — | — | $230K | 0.1% | |
| US Treasury Note/Bond 4.625% interest; Due September 2028 | — | — | — | $229K | 0.1% | |
| Unitedhealth Group Inc Common stocks | — | — | — | $225K | 0.1% | |
| Becton Dickinson & Co Common stocks | — | — | — | $222K | 0.1% | |
| US Treasury Note/Bond 4.625% interest; Due September 2026 | — | — | — | $220K | 0.1% | |
| US Treasury Note/Bond 3.875% interest; Due November 2027 | — | — | — | $217K | 0.1% | |
| Fair Isaac Inc Common stocks | — | — | — | $211K | 0.1% | |
| Adobe Inc Common stocks | — | — | — | $208K | 0.1% | |
| AECOM Common stocks | — | — | — | $206K | 0.1% | |
| Arista Networks Inc Common stocks | — | — | — | $196K | 0.1% | |
| Danaher Corp Del Common stocks | — | — | — | $194K | 0.1% | |
| Aptiv PLC Common stocks | — | — | — | $192K | 0.1% | |
| Hexcel Corp New Common stocks | — | — | — | $190K | 0.1% | |
| NXP Semiconductors NV Common stocks | — | — | — | $189K | 0.1% | |
| STIT - Treasury PFT Money Market Fund | — | — | — | $186K | 0.1% | |
| Palo Alto Networks Inc Common stocks | — | — | — | $185K | 0.1% | |
| FNMA Note 6.625% interest; Due November 2030 | — | — | — | $181K | 0.1% | |
| US Treasury Note/Bond 3.000% interest; Due May 2042 | — | — | — | $174K | 0.1% | |
| Intuit Common stocks | — | — | — | $173K | <0.1% | |
| Jefferies Financial Group Inc Common stocks | — | — | — | $171K | <0.1% | |
| Bruker Corp Common stocks | — | — | — | $166K | <0.1% | |
| Icon Plc Common stocks | — | — | — | $164K | <0.1% | |
| Johnson & Johnson Common stocks | — | — | — | $162K | <0.1% | |
| Tetra Tech Inc New Common stocks | — | — | — | $153K | <0.1% | |
| Monolithic Power Sys Inc Common stocks | — | — | — | $151K | <0.1% | |
| Hologic Inc Common stocks | — | — | — | $134K | <0.1% | |
| US Treasury Note/Bond 4.625% interest; Due April 2031 | — | — | — | $124K | <0.1% | |
| US Treasury Note/Bond 4.875% interest; Due October 2028 | — | — | — | $106K | <0.1% | |
| TopBuild Corp Common stocks | — | — | — | $105K | <0.1% | |
| Bentley Systems Inc-Class B Common stocks | — | — | — | $98K | <0.1% | |
| US Treasury Note/Bond 3.625% interest; Due February 2053 | — | — | — | $59K | <0.1% | |
| US Treasury Note/Bond 3.000% interest; Due February 2048 | — | — | — | $47K | <0.1% | |
| US Treasury Note/Bond 2.5% interest; Due February 2046 | — | — | — | $9K | <0.1% |