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Original filing (PDF)20250922080229NAL0002053923001
AMERICAN CEMENTING, LLC
Form 5500
FILING_RECEIVED
AMERICAN CEMENTING 401(K)
401(k) retirement plan
Active participants
405
Accounts w/ balance
452
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
26 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
- 64 bps in Schedule C fees — 120% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN CEMENTING, LLC.
Plan sponsor
Name
AMERICAN CEMENTING, LLC
EIN
85-2341273
Address
1717 SOUTH BOULDER, SUITE 203 · TULSA, OK · 74119
Phone
(918) 629-7773
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK NA | — | WICHITA, KS | INVESTMENT ADVISOR | $44K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $24K | — |
Investments
26 direct securities· $19.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Institutional Premium Class | — | — | — | $4.2M | 21.5% | |
| Fidelity Freedom Index 2050 Institutional Premium Class | — | — | — | $2.0M | 10.1% | |
| Fidelity Freedom Index 2055 Institutional Premium Class | — | — | — | $1.8M | 9.4% | |
| Fidelity Freedom Index 2040 Institutional Premium Class | — | — | — | $1.7M | 8.7% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $1.5M | 7.9% | |
| Fidelity 500 Index Fund | — | — | — | $1.2M | 6.1% | |
| Fidelity International Index Fund | — | — | — | $1.1M | 5.6% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $848K | 4.3% | |
| Fidelity Freedom Index 2060 Institutional Premium Class | — | — | — | $753K | 3.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $625K | 3.2% | |
| Fidelity Freedom Index 2035 Institutional Premium Class | — | — | — | $575K | 2.9% | |
| Fidelity Freedom Index 2030 Institutional Premium Class | — | — | — | $472K | 2.4% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $450K | 2.3% | |
| Empower Investments Fixed Account Series Class I | — | — | — | $424K | 2.2% | |
| Fidelity Emerging Markets Index | — | — | — | $406K | 2.1% | |
| Fidelity Freedom Index 2065 Institutional Premium Class | — | — | — | $398K | 2.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $302K | 1.5% | |
| JPMorgan Core Plus Bond Fund Class R6 | — | — | — | $192K | 1.0% | |
| 9.50% with various due dates -0- | — | — | — | $146K | 0.7% | |
| American Century Mid Cap Value Fund R6 Class | — | — | — | $119K | 0.6% | |
| MFS International Diversification Fund Class R6 | — | — | — | $108K | 0.6% | |
| Allspring Special Small Cap Value Fund Class R6 | — | — | — | $105K | 0.5% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $76K | 0.4% | |
| Putnam Small Cap Growth R6 | — | — | — | $38K | 0.2% | |
| Fidelity Freedom Index 2025 Institutional Premium Class | — | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2020 Institutional Premium Class | — | — | — | $7K | <0.1% |
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