Back to filter
Original filing (PDF)20251013124948NAL0002927266001
MANSON CONSTRUCTION CO.
Form 5500
FILING_RECEIVED
MANSON CONSTRUCTION CO. NON-UNION CRAFT 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure28% in single holding
Active participants
84
Accounts w/ balance
85
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
11 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "AF BALANCED R6 Registered Investment Company" is 28% of plan.
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANSON CONSTRUCTION CO..
Plan sponsor
Name
MANSON CONSTRUCTION CO.
EIN
91-0306160
Address
5209 E MARGINAL WAY S · SEATTLE, WA · 98124
Phone
(206) 762-0850
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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
21 direct securities · 11 pooled funds· $5.9M(99% 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.
Uncategorized
$3.5M
21 holdings
Common Collective Trust
$2.4M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF BALANCED R6 Registered Investment Company | — | — | — | $1.6M | 27.3% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $510K | 8.5% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $452K | 7.5% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $369K | 6.2% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $355K | 5.9% | |
| AF GRTH FUND AMER R6 Registered Investment Company | — | — | — | $267K | 4.5% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $250K | 4.2% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $193K | 3.2% | |
| JPM LG CAP GROWTH R6 Registered Investment Company | — | — | — | $188K | 3.1% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $178K | 3.0% | |
| TRP RETIRE BAL I Registered Investment Company | — | — | — | $141K | 2.3% | |
| JPM US RSH ENH EQ R6 Registered Investment Company | — | — | — | $139K | 2.3% | |
| FID GOVT MMKT K6 Money Market Mutual Fund | — | — | — | $136K | 2.3% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $135K | 2.2% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $128K | 2.1% | |
| VANG INFO TEC IDX AD Registered Investment Company | — | — | — | $124K | 2.1% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $120K | 2.0% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $100K | 1.7% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $95K | 1.6% | |
| AF BOND FD AMER R6 Registered Investment Company | — | — | — | $89K | 1.5% | |
| JPM MID CAP GRTH R6 Registered Investment Company | — | — | — | $50K | 0.8% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $46K | 0.8% | |
| MFS INTL NEW DISC R6 Registered Investment Company | — | — | — | $44K | 0.7% | |
| AF EUROPAC GROWTH R6 Registered Investment Company | — | — | — | $41K | 0.7% | |
| AF WASH MUTL INV R6 Registered Investment Company | — | — | — | $33K | 0.5% | |
| MFS MID CAP VALUE R6 Registered Investment Company | — | — | — | $30K | 0.5% | |
| C&S INST REALTY SHS Registered Investment Company | — | — | — | $22K | 0.4% | |
| VANG INFL PROT ADM Registered Investment Company | — | — | — | $21K | 0.3% | |
| J H TRITON N Registered Investment Company | — | — | — | $11K | 0.2% | |
| AF CAP INC BLDR R6 Registered Investment Company | — | — | — | $11K | 0.2% | |
| BAIRD SH TM BOND IS Registered Investment Company | — | — | — | $5K | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Construction plans
GUY TABACCO CONSTRUCTION CO.
GUY TABACCO CONSTRUCTION CO. PROFIT SHARING PLAN & TRUST
$6.0M · 23 participants
LAREDO CONSTRUCTION, INC.
THE LAREDO CONSTRUCTION, INC., LAREDO OFFSHORE SERVICES, INC. & THE GRAND LTD., INC. EMPLOYEES' 401(K) PLAN
$6.0M · 64 participants
AKM, LLC
AKM, LLC EMPLOYEES SAVINGS PLAN AND TRUST
$6.0M · 117 participants
C.A. MURREN & SONS COMPANY, INC.
C.A. MURREN & SONS COMPANY, INC. EMPLOYEE SAVINGS TRUST
$6.0M · 168 participants
J.T. RUSSELL AND SONS, INC.
J. T. RUSSELL AND SONS, INC. PROFIT SHARING PLAN
$6.0M · 149 participants
APC CONSTRUCTION, LLC
APC CONSTRUCTION LLC 401(K) PLAN
$6.0M · 253 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants