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Original filing (PDF)20251015112459NAL0004705889004
JAMES HAMILTON CONSTRUCTION CO.
Form 5500
FILING_RECEIVED
JAMES HAMILTON CONSTRUCTION CO. 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
263
Accounts w/ balance
245
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES HAMILTON CONSTRUCTION CO..
Plan sponsor
Name
JAMES HAMILTON CONSTRUCTION CO.
EIN
85-0139360
Address
17 RIDGE ROAD · SILVER CITY, NM · 88061
Phone
(575) 388-1546
Industry
Constructionsee 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
2025-10-15
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
PULAKOS CPA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE CO | 13-5570651 | — | RECORDKEEPER | $40K | — |
Investments
30 direct securities · 1 pooled fund· $25.7M(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
$13.6M
30 holdings
Pooled Separate Account
$12.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT EQUITABLE INSURANCE CO · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $12.1M | 88.9% | |
| Fidelity Large Cap Growth Index Instl PR | — | — | — | $1.9M | 14.3% | |
| Fidelity 500 Index Institutional Premium | — | — | — | $1.7M | 12.8% | |
| Guaranteed Interest Option | — | — | — | $1.5M | 10.8% | |
| Vanguard Explorer Admiral | — | — | — | $1.4M | 10.3% | |
| American Funds New Perspective R6 | — | — | — | $997K | 7.3% | |
| Fidelity Mid Cap Index Instl Premium | — | — | — | $777K | 5.7% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $636K | 4.7% | |
| Vanguard Information Technology Idx Adm | — | — | — | $581K | 4.3% | |
| American Funds Growth and Inc Port R6 | — | — | — | $548K | 4.0% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $455K | 3.3% | |
| American Funds Income Fund of Amer R6 | — | — | — | $421K | 3.1% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $374K | 2.7% | |
| Vanguard Windsor II Admiral | — | — | — | $328K | 2.4% | |
| EQ / Money Market | — | — | — | $303K | 2.2% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $291K | 2.1% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $273K | 2.0% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $222K | 1.6% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $212K | 1.6% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $180K | 1.3% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $128K | 0.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $126K | 0.9% | |
| Vanguard Growth Index Adm | — | — | — | $55K | 0.4% | |
| Putnam Income R6 | — | — | — | $43K | 0.3% | |
| Fidelity Small Cap Index Instl Premium | — | — | — | $31K | 0.2% | |
| Franklin High Income R6 | — | — | — | $29K | 0.2% | |
| Franklin Small-Mid Cap Growth R6 | — | — | — | $25K | 0.2% | |
| Vanguard Total World Stock Index Adm | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $11K | <0.1% | |
| Vanguard Health Care Adm | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $849 | <0.1% |
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