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Original filing (PDF)20250929131133NAL0005044355001
IMCO GENERAL CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
IMCO GENERAL CONSTRUCTION DAVIS-BACON 401(K) PLAN
401(k) retirement plan
Active participants
213
Accounts w/ balance
298
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 IMCO GENERAL CONSTRUCTION, INC..
Plan sponsor
Name
IMCO GENERAL CONSTRUCTION, INC.
EIN
91-1066865
Address
2116 BUCHANAN LOOP · FERNDALE, WA · 98248
Phone
(360) 671-3936
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
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHRIS T. BENNETT, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISOR | $32K | — |
Investments
24 direct securities · 1 pooled fund· $41.0M(100% 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
$21.2M
24 holdings
Pooled Separate Account
$19.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $19.8M | 91.2% | |
| T. Rowe Price Large Cap Value Pooled separate account | — | — | — | $3.7M | 17.0% | |
| ClearBridge Large Cap Growth Fund Pooled separate account | — | — | — | $3.7M | 16.8% | |
| Dodge & Cox International Stock Fund Pooled separate account | — | — | — | $2.0M | 9.3% | |
| ClearBridge Int'l Growth Fund Pooled separate account | — | — | — | $2.0M | 9.3% | |
| Delaware Ivy Small Cap Growth Fund Pooled separate account | — | — | — | $1.5M | 6.8% | |
| DFA U.S. Targeted Value Portfolio Pooled separate account | — | — | — | $1.3M | 6.1% | |
| Minnesota Life Guaranteed Investment Contract | — | — | — | $1.2M | 5.3% | |
| Vanguard Intermediate-Term Bond Index Pooled separate account | — | — | — | $963K | 4.4% | |
| Columbia Global Technology Growth Fund Pooled separate account | — | — | — | $611K | 2.8% | |
| The Standard * Securian AM S & P 500 Index Pooled separate account | — | — | — | $609K | 2.8% | |
| Vanguard LifeStrategy Growth Pooled separate account | — | — | — | $518K | 2.4% | |
| Thornburg Strategic Income Fund Pooled separate account | — | — | — | $471K | 2.2% | |
| Vanguard Mid-Cap Index Admiral Pooled separate account | — | — | — | $430K | 2.0% | |
| American Funds New Perspective Fund Pooled separate account | — | — | — | $404K | 1.9% | |
| Delaware Ivy Mid-Cap Growth Fund Pooled separate account | — | — | — | $374K | 1.7% | |
| DFA Intermediate Government Fixed Income Portfolio Pooled separate account | — | — | — | $366K | 1.7% | |
| maturing through November 2029 | — | — | — | $240K | 1.1% | |
| Fidelity Advisor Total Bond Fund Pooled separate account | — | — | — | $236K | 1.1% | |
| MFS Growth Fund Pooled separate account | — | — | — | $164K | 0.8% | |
| Vanguard LifeStrategy Moderate Growth Pooled separate account | — | — | — | $163K | 0.7% | |
| Vanguard LifeStrategy Conservative Growth Pooled separate account | — | — | — | $109K | 0.5% | |
| DFA U.S. Small Cap Portfolio Pooled separate account | — | — | — | $98K | 0.5% | |
| Hotchkis & Wiley High Yield Pooled separate account | — | — | — | $63K | 0.3% | |
| Cohen & Steers Real Estate Securities Pooled separate account | — | — | — | $41K | 0.2% |
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