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Original filing (PDF)20251002105624NAL0000389169001
FEDERAL CONTRACTING, INC.
Form 5500
FILING_RECEIVED
BRYAN CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
176
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 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 (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FEDERAL CONTRACTING, INC..
Plan sponsor
Name
FEDERAL CONTRACTING, INC.
EIN
84-0754607
Address
5475 TECH CENTER DRIVE · SUITE 300 · COLORADO SPRINGS, CO · 809192335
Phone
(719) 632-5355
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SSA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | 20-2480800 | — | INVESTMENT ADVISORY | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
Investments
24 direct securities · 2 pooled funds· $15.3M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.9M
24 holdings
Common Collective Trust
$3.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FISHER INV ALL WRLD EQ COL CL3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $3.1M | 19.8% | |
| BlackRock LifePath Index Retirement Fund Registered Investment Company | — | — | — | $1.8M | 11.6% | |
| Vanguard Growth Index Fund Registered Investment Company | — | — | — | $1.6M | 9.9% | |
| Vanguard Total Stock Market Index Fund Registered Investment Company | — | — | — | $1.3M | 8.0% | |
| BlackRock LifePath Index 2030 Fund Registered Investment Company | — | — | — | $1.1M | 6.8% | |
| Vanguard Total World Stock Index Fund Registered Investment Company | — | — | — | $745K | 4.7% | |
| BlackRock LifePath Index 2055 Fund Registered Investment Company | — | — | — | $636K | 4.0% | |
| Vanguard Value Index Fund Registered Investment Company | — | — | — | $579K | 3.7% | |
| Vanguard Small-Cap Index Fund Registered Investment Company | — | — | — | $544K | 3.5% | |
| Vanguard Total International Stock Index Fund Registered Investment Company | — | — | — | $510K | 3.2% | |
| BlackRock LifePath Index 2050 Fund Registered Investment Company | — | — | — | $504K | 3.2% | |
| BlackRock LifePath Index 2035 Fund Registered Investment Company | — | — | — | $495K | 3.1% | |
| Vanguard Mid-Cap Index Fund Registered Investment Company | — | — | — | $433K | 2.7% | |
| BlackRock LifePath Index 2045 Fund Registered Investment Company | — | — | — | $411K | 2.6% | |
| FISHER INV US FIX INC COLL CL3 SEI TRUST COMPANY · EIN 47-1333674 / PN 005 | Common Collective Trust | — | — | $345K | 2.2% | |
| Baird Core Plus Bond Fund Registered Investment Company | — | — | — | $205K | 1.3% | |
| BlackRock LifePath Index 2040 Fund Registered Investment Company | — | — | — | $198K | 1.3% | |
| Vanguard Emerging Markets Stock IndexFund/United States Registered Investment Company | — | — | — | $196K | 1.2% | |
| Various maturity dates through June 2033; secured by participants’ vested account balances; interest rates range * Notes Receivable From Participants from 4.25% to 9.50% | — | — | — | $187K | 1.2% | |
| Vanguard Group - Vanguard Federal Money Market Investor Fund Registered Investment Company | — | — | — | $179K | 1.1% | |
| BlackRock LifePath Index 2060 Fund Registered Investment Company | — | — | — | $125K | 0.8% | |
| Vanguard Total Bond Market Index Fund Registered Investment Company | — | — | — | $74K | 0.5% | |
| Vanguard Total International Bond Index Fund Registered Investment Company | — | — | — | $58K | 0.4% | |
| DFA Global Real Estate Securities Portfolio Registered Investment Company | — | — | — | $39K | 0.2% | |
| Blackrock Lifepath Index 2065 Fund of Registered Investment Company | — | — | — | $30K | 0.2% | |
| JPMorgan Mid Cap Value Fund Registered Investment Company | — | — | — | $12K | <0.1% |