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Original filing (PDF)20250520125515NAL0001223985001
3-G CONSTRUCTION CO., INC.
Form 5500
FILING_RECEIVED
3-G CONSTRUCTION CO., INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
172
Accounts w/ balance
169
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds American Funds: The Growth Fund of America" is 26% of plan.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3-G CONSTRUCTION CO., INC..
Plan sponsor
Name
3-G CONSTRUCTION CO., INC.
EIN
86-0370235
Address
1820 E. DEER VALLEY RD · PHOENIX, AZ · 850245605
Phone
(602) 569-0900
Industry
Constructionsee 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
2025-05-20
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSENALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | — | — | RECORDKEEPER | $175 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | — | ADMINISTRATOR | — | — |
Investments
18 direct securities· $11.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds: The Growth Fund of America | — | — | — | $3.1M | 25.6% | |
| Similar Party Description of Investment Cost ** Value * American Funds American Funds: Washington Mutual R4 Fund | — | — | — | $2.3M | 18.6% | |
| American Funds American Funds: Target Date 2045 Retirement Fund | — | — | — | $1.3M | 10.9% | |
| American Funds American Funds: Target Date 2030 Retirement Fund | — | — | — | $941K | 7.8% | |
| American Funds American Funds: Target Date 2035 Retirement Fund | — | — | — | $806K | 6.6% | |
| American Funds American Funds: New Perspective Fund | — | — | — | $668K | 5.5% | |
| American Funds American Funds: Target Date 2040 Retirement Fund | — | — | — | $613K | 5.1% | |
| American Funds American Funds: Target Date 2025 Retirement Fund | — | — | — | $590K | 4.9% | |
| American Funds American Funds: Target Date 2050 Retirement Fund | — | — | — | $385K | 3.2% | |
| American Funds American Funds: Target Date 2055 Retirement Fund | — | — | — | $304K | 2.5% | |
| American Funds American Funds: Money Market Fund | — | — | — | $288K | 2.4% | |
| American Funds American Funds: Target Date 2060 Retirement Fund | — | — | — | $230K | 1.9% | |
| American Funds American Funds: American Balance Fund | — | — | — | $201K | 1.7% | |
| American Funds American Funds: Target Date 2065 Retirement Fund | — | — | — | $123K | 1.0% | |
| American Funds American Funds: The Bond Fund of America | — | — | — | $67K | 0.5% | |
| American Funds American Funds: Target Date 2010 Retirement Fund 273 * American Funds American Funds: Target Date 2015 Retirement Fund | — | — | — | $22K | 0.2% | |
| American Funds American Funds: Target Date 2020 Retirement Fund | — | — | — | $10K | <0.1% | |
| American Funds American Funds: Target Date 2070 Retirement Fund | — | — | — | $1K | <0.1% |