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Original filing (PDF)20251014143208NAL0001508739001

ESCALANTE CONCRETE CONSTRUCTION, INC.

Form 5500
FILING_RECEIVED
ESCALANTE CONCRETE CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
200
Accounts w/ balance
201
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESCALANTE CONCRETE CONSTRUCTION, INC..
Plan sponsor
Name
ESCALANTE CONCRETE CONSTRUCTION, INC.
EIN
86-0655514
Address
1455 W RIVER ROAD · TUCSON, AZ · 85704
Phone
(520) 887-8682
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BEACHFLEISCHMAN
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

24 direct securities· $3.3M(91% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Dimensional Fund Advisors$459K12.7%
Dimensional Fund Advisors$420K11.6%
Dimensional Fund Advisors$308K8.5%
Dimensional Fund Advisors$233K6.5%
Dimensional Fund Advisors$189K5.2%
Dimensional Fund Advisors$173K4.8%
Dimensional Fund Advisors$166K4.6%
Dimensional Fund Advisors$156K4.3%
Dimensional Fund Advisors$134K3.7%
Participant loans$132K3.7%
Dimensional Fund Advisors$101K2.8%
Dimensional Fund Advisors$91K2.5%
Dimensional Fund Advisors$82K2.3%
Vanguard$78K2.2%
Dimensional Fund Advisors$77K2.1%
Dimensional Fund Advisors$75K2.1%
Dimensional Fund Advisors$72K2.0%
Dimensional Fund Advisors$72K2.0%
Dimensional Fund Advisors$63K1.8%
Dimensional Fund Advisors$63K1.7%
Dimensional Fund Advisors$50K1.4%
Vanguard$50K1.4%
Dimensional Fund Advisors$43K1.2%
Alerus$485<0.1%

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