Back to filter
Original filing (PDF)20250908141949NAL0019393873001
FCI CONSTRUCTORS, INC.
Form 5500
FILING_RECEIVED
FCI CONSTRUCTORS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
432
Accounts w/ balance
532
Plan assets (EOY)
$82.2M
Net assets (EOY)
$82.2M
How this plan invests
This plan
19 pooled trusts
Schedule D
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FCI CONSTRUCTORS, INC..
Plan sponsor
Name
FCI CONSTRUCTORS, INC.
EIN
84-0763878
Address
P.O. BOX 1767 · GRAND JUNCTION, CO · 815021767
Phone
(970) 434-9093
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-09-08
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DWC CPAS AND ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST WESTERN TRUST | 42-0240142 | — | INVESTMENT ADVISOR | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC CPAS AND ADVISORS | 84-0795096 | — | ACCOUNTANT | $16K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTER BENEFITS CONSULTING GROUP IN | 36-4430093 | — | OTHER SERVICES | $0 | — |
| MORNING INVESTMENT MANAGERMENT LLC | 36-4317381 | — | IND ADV, PARTICIPANTS | $0 | — |
Investments
17 direct securities · 19 pooled funds· $89.3M(100% 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.
Common Collective Trust
$55.1M
14 holdings
Uncategorized
$25.0M
17 holdings
Pooled Separate Account
$9.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $9.6M | 11.7% | |
| PRIN LIFETIME HYBR 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $7.4M | 9.0% | |
| PRIN LIFETIME HYBR 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.9M | 8.4% | |
| PRIN LIFETIME HYBR 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $6.8M | 8.3% | |
| PRIN LIFETIME HYBR 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $6.8M | 8.2% | |
| PRIN LIFETIME HYBR 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $6.4M | 7.7% | |
| Principal Life Insurance Company Principal Large Cap S&P 500 | — | — | — | $6.3M | 7.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $6.3M | 7.7% | |
| PRIN LIFETIME HYBR 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $3.8M | 4.7% | |
| PRIN LIFETIME HYBR 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.7M | 4.5% | |
| Principal Life Insurance Company Principal Guaranteed Option | — | — | — | $3.3M | 4.1% | |
| Alliance Bernstein AB Large Cap Growth Z Fund | — | — | — | $2.2M | 2.7% | |
| Vanguard Group Vanguard Total Bond Market Index | — | — | — | $1.7M | 2.1% | |
| Vanguard Group Vanguard Developed Markets Index Fund | — | — | — | $1.5M | 1.8% | |
| The American Funds American Funds American Balanced R6 Fund | — | — | — | $1.4M | 1.7% | |
| Dimensional Fund Advisors DFA Large Cap International Fund | — | — | — | $1.3M | 1.6% | |
| Victory funds Victory Core Plus International R6 Fund | — | — | — | $1.2M | 1.4% | |
| Principal Life Insurance Company Principal Small Cap S&P 600 | — | — | — | $1.1M | 1.3% | |
| PRIN MIDCAP S&P 600 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.1M | 1.3% | |
| PRIN LIFETIME HYBR 2065 CIT X PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| PRIN LIFETIME HYBR 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST COY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.0M | 1.2% | |
| PRIN LIFETIME HYBR 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $978K | 1.2% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 | — | — | — | $840K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $840K | 1.0% | |
| The American Funds American Funds New World R6 Fund | — | — | — | $800K | 1.0% | |
| JP Morgan Funds JP Morgan Mid Cap Value R6 Fund | — | — | — | $773K | 0.9% | |
| MFS Investment Management MFS Value R6 Fund | — | — | — | $752K | 0.9% | |
| MassMutual Financial Group MassMutual Mid Cap Growth I Fund | — | — | — | $648K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $548K | 0.7% | |
| Principal Life Insurance Company Principal Small Cap Growth Fund I | — | — | — | $514K | 0.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $514K | 0.6% | |
| Principal Global Investors Trust Company Principal LifeTime Hybrid Income Fund | — | — | — | $407K | 0.5% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $407K | 0.5% | |
| American Beacon Funds American Beacon Small Cap Value R5 Fund | — | — | — | $273K | 0.3% | |
| PRIN LIFETIME HYBR 2070 CIT X PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $157K | 0.2% | |
| PRIN LIFETIME HYBR 2010 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIRST WESTERN TRUST
ADVANCED ENERGY INDUSTRIES, INC.
ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
$259.6M · 1,136 participants
SAGE HOSPITALITY RESOURCES, LLC
SAGE 401(K) RETIREMENT & SAVINGS PLAN
$81.3M · 6,053 participants
SILVER OAK WINE CELLARS, LLC
SILVER OAK CELLARS 401(K) PROFIT SHARING PLAN
$47.6M · 205 participants
KEMMONS WILSON COMPANIES
KEMMONS WILSON COMPANIES 401(K) PLAN
$21.5M · 152 participants
ODELL BREWING COMPANY
ODELL BREWING COMPANY 401(K) PLAN
$20.7M · 139 participants
NATIONAL 4-H COUNCIL
NATIONAL 4-H COUNCIL 403(B) PLAN
$15.3M · 125 participants
Similar-size Construction plans
WHARTON-SMITH, INC.
WHARTON-SMITH, INC. 401(K) PLAN AND TRUST
$82.2M · 835 participants
GRAYCOR SERVICES L.L.C.
THE GRAYCOR AFFILIATES PROFIT SHARING & EMPLOYEES' SALARY CONTRIBUTION PLAN
$82.4M · 228 participants
WORTH & COMPANY, INC.
WORTH & COMPANY, INC. RETIREMENT PLAN
$80.9M · 530 participants
VCC
BUILD RETIREMENT PLAN
$80.7M · 578 participants
ASSOC. GENERAL CONTRACTORS OF SD, INC. BUILDING
ASSOCIATED GENERAL CONTRACTORS OF SD 401(K) PROFIT SHARING PLAN
$84.1M · 1,328 participants
PACIFIC RIM MECHANICAL CONTRACTORS, INC.
PACIFIC RIM MECHANICAL CONTRACTORS, INC. 401(K) PLAN
$80.3M · 794 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B