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Original filing (PDF)20251009102237NAL0006435777001
HENSEL PHELPS CONSTRUCTION CO
Form 5500
FILING_RECEIVED
HENSEL PHELPS HOURLY RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
33% in single holding
Active participants
1,366
Accounts w/ balance
920
Plan assets (EOY)
$59.8M
Net assets (EOY)
$59.8M
How this plan invests
This plan
8 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Empower Annuity Insurance Company Guaranteed Income Fund, interest rate at 1.90%, no maturity date" is 33% of plan.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENSEL PHELPS CONSTRUCTION CO.
Plan sponsor
Name
HENSEL PHELPS CONSTRUCTION CO
EIN
84-0876644
Address
420 6TH AVENUE · GREELEY, CO · 80631
Phone
(970) 352-6565
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
070
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
K FINANCIAL, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA FINANCIAL INC | — | BETHESDA, MD | INVESTMENT ADVISOR | $3K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | OTHER | $6K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $406 | — |
Investments
15 direct securities · 8 pooled funds· $58.1M(97% 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
$54.9M
15 holdings
Pooled Separate Account
$3.2M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Income Fund, interest rate at 1.90%, no maturity date | — | — | — | $19.4M | 32.5% | |
| Massachusetts Financial Services MFS Lifetime 2035 R6 | — | — | — | $7.1M | 11.8% | |
| Massachusetts Financial Services MFS Lifetime 2030 R6 | — | — | — | $5.3M | 8.8% | |
| Massachusetts Financial Services MFS Lifetime 2040 R6 | — | — | — | $5.1M | 8.5% | |
| Massachusetts Financial Services MFS Lifetime 2045 R6 | — | — | — | $4.1M | 6.8% | |
| Massachusetts Financial Services MFS Lifetime 2050 R6 | — | — | — | $3.1M | 5.2% | |
| Massachusetts Financial Services MFS Lifetime 2025 R6 | — | — | — | $3.0M | 5.0% | |
| Massachusetts Financial Services MFS Lifetime Income R6 | — | — | — | $2.2M | 3.7% | |
| Massachusetts Financial Services MFS Lifetime 2055 R6 | — | — | — | $2.1M | 3.6% | |
| Massachusetts Financial Services MFS Lifetime 2060 R6 | — | — | — | $1.5M | 2.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.5M | 2.5% | |
| Massachusetts Financial Services MFS Lifetime 2065 R6 | — | — | — | $731K | 1.2% | |
| LARGE CAP VALUE / LSV ASSET MANAGEM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $719K | 1.2% | |
| American Funds American funds New Perspective R6 | — | — | — | $552K | 0.9% | |
| Vanguard Total Institutional Stock Index I | — | — | — | $470K | 0.8% | |
| MID CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 186 | Pooled Separate Account | — | — | $409K | 0.7% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $225K | 0.4% | |
| Vanguard Small Cap Index Instl | — | — | — | $160K | 0.3% | |
| Invesco Equally - Weighted S&P 500 R6 | — | — | — | $157K | 0.3% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $134K | 0.2% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $131K | 0.2% | |
| INTERNATIONAL BLEND II (MANAGED BY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 534 | Pooled Separate Account | — | — | $60K | 0.1% | |
| MFS MID CAP VALUE FUND (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 858 | Pooled Separate Account | — | — | $20K | <0.1% |
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