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Original filing (PDF)20251014133528NAL0003043649001
CONTI CIVIL, LLC
Form 5500
FILING_RECEIVED
CONTI CIVIL, LLC EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
281
Accounts w/ balance
216
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
21 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)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 101% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTI CIVIL, LLC.
Plan sponsor
Name
CONTI CIVIL, LLC
EIN
84-4932176
Address
2045 LINCOLN HIGHWAY · EDISON, NJ · 08817
Phone
(732) 520-5000
Industry
Constructionsee all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW YORK LIFE INSURANCE COMPANY | — | NEW YORK, NY | INVESTMENT ADVISOR | $11K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY | 52-1309931 | — | CONTRACT ADMINISTRATOR | $23K | — |
| THE WEISS GROUP, INC. | — | NORTHBROOK, IL | CONTRACT ADMIN | $16K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $4K | — |
Investments
10 direct securities · 21 pooled funds· $15.7M(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
$11.1M
21 holdings
Uncategorized
$4.6M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET HYBRID 2030 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $2.2M | 14.1% | |
| Fidelity 500 Index Fd | — | — | — | $1.7M | 11.1% | |
| T. ROWE PRICE RET HYBRID 2040 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $1.6M | 10.0% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $1.5M | 9.5% | |
| T. ROWE PRICE RET HYBRID 2035 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $1.5M | 9.4% | |
| T. ROWE PRICE RET HYBRID 2050 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $1.4M | 9.2% | |
| T. ROWE PRICE RET HYBRID 2045 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $1.3M | 8.1% | |
| T. ROWE PRICE RET HYBRID 2055 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $956K | 6.1% | |
| GOLDMAN SACHS STABLE VALUE INST CL GOLDMAN SACHS CT OR SVF · EIN 13-4166898 / PN 025 | Common Collective Trust | — | — | $607K | 3.9% | |
| T. ROWE PRICE RET HYBRID 2060 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $452K | 2.9% | |
| Fidelity US Bond Index Fd | — | — | — | $441K | 2.8% | |
| T. ROWE PRICE RET HYBRID 2025 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $274K | 1.7% | |
| Participant loans | — | — | — | $229K | 1.5% | |
| MFS MID CAP GROWTH FUND CT T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $194K | 1.2% | |
| BlackRock Total Return K | — | — | — | $193K | 1.2% | |
| Fidelity Total Int'l Index Fd | — | — | — | $181K | 1.2% | |
| MFS MID CAP VALUE FUND CT T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 004 | Common Collective Trust | — | — | $162K | 1.0% | |
| T. ROWE PRICE RET HYBRID 2020 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $162K | 1.0% | |
| Fidelity Extended Market Index Fd | — | — | — | $136K | 0.9% | |
| T. ROWE PRICE RET HYBRID 2065 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $132K | 0.8% | |
| MFS LARGE CAP VALUE CIT FEE CLASS C T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 002 | Common Collective Trust | — | — | $124K | 0.8% | |
| Principal SmallCap Growth I R6 | — | — | — | $101K | 0.6% | |
| Allspring Special Small Cap Value R6 | — | — | — | $65K | 0.4% | |
| GREAT GRAY EUROPACIFIC GROWTH CIT T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 005 | Common Collective Trust | — | — | $41K | 0.3% | |
| T. ROWE PRICE STABLE VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $28K | 0.2% | |
| T. Rowe Price Government Money I | — | — | — | $5K | <0.1% | |
| T. ROWE PRICE RET HYBRID 2015 TR T1 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1K | <0.1% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $0 | <0.1% |