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Original filing (PDF)20251001123956NAL0014249808001
HUDICK EXCAVATING, INC.
Form 5500
FILING_RECEIVED
HEI CIVIL 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
412
Accounts w/ balance
195
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Participation health
65
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUDICK EXCAVATING, INC..
Plan sponsor
Name
HUDICK EXCAVATING, INC.
DBA
DBA HEI CIVIL
EIN
84-0816514
Address
5460 MONTANA VISTA WAY · CASTLE ROCK, CO · 80108
Phone
(303) 688-9500
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $41K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FEDERATED FUNDS | 25-1111467 | — | NONE | $0 | — |
| ALLSPRING GOBAL FUND | — | CHARLOTTE, NC | NONE | $0 | — |
| AMERICAN BEACON FUNDS | 75-2401150 | — | NONE | $0 | — |
Investments
31 direct securities · 1 pooled fund· $6.5M(100% 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
$6.5M
31 holdings
Common Collective Trust
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price** Retirement 2045 Fund | — | — | — | $1.2M | 18.7% | |
| T. Rowe Price** Retirement 2035 Fund | — | — | — | $851K | 13.3% | |
| T. Rowe Price** Retirement 2040 Fund | — | — | — | $825K | 12.9% | |
| T. Rowe Price** Retirement 2055 Fund | — | — | — | $492K | 7.7% | |
| T. Rowe Price** Retirement 2030 Fund | — | — | — | $482K | 7.5% | |
| T. Rowe Price** Retirement 2060 Fund | — | — | — | $357K | 5.6% | |
| T. Rowe Price** Retirement 2025 Fund | — | — | — | $339K | 5.3% | |
| T. Rowe Price** Retirement 2050 Fund | — | — | — | $302K | 4.7% | |
| FIDELITY 500 INDEX MUTUAL FUND | — | — | — | $301K | 4.7% | |
| TIAA Large-Cap Growth Index | — | — | — | $293K | 4.6% | |
| T. Rowe Price** Retirement 2065 Fund | — | — | — | $182K | 2.8% | |
| JPMorgan Large Cap Value R6 | — | — | — | $182K | 2.8% | |
| American Funds New Perspective R6 | — | — | — | $105K | 1.7% | |
| Allspring Special Mid Cap Value | — | — | — | $87K | 1.4% | |
| ALLSPRING SPEC MD CP VAL R6 MUTUAL FUND | — | — | — | $87K | 1.4% | |
| T. Rowe Price** Retirement 2020 Fund | — | — | — | $71K | 1.1% | |
| American Funds Smallcap World R6 | — | — | — | $67K | 1.1% | |
| American Funds Europacific Growth R6 | — | — | — | $42K | 0.7% | |
| Invesco Discovery Mid Cap Growth Fund R6 | — | — | — | $39K | 0.6% | |
| Fidelity Small Cap Index | — | — | — | $33K | 0.5% | |
| American Beacon Small Cap Value R5 | — | — | — | $27K | 0.4% | |
| T. Rowe Price** Money market fund - Government Money Fund | — | — | — | $22K | 0.4% | |
| Fidelity Mid Cap Index | — | — | — | $20K | 0.3% | |
| Fidelity US Bond | — | — | — | $20K | 0.3% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 002 | Common Collective Trust | — | — | $14K | 0.2% | |
| PIMCO Income | — | — | — | $14K | 0.2% | |
| Federated Hermes MDT Small Cap Growth | — | — | — | $9K | 0.1% | |
| PIMCO International Bond (USD-HDG) | — | — | — | $8K | 0.1% | |
| Fidelity Institutional | — | — | — | $5K | <0.1% | |
| BlackRock GNMA Portfolio | — | — | — | $4K | <0.1% | |
| BLACKROCK MORTGAGE-BACKED SECURITIES K MUTUAL FUND | — | — | — | $4K | <0.1% | |
| American Funds Balanced | — | — | — | $3K | <0.1% |