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Original filing (PDF)20251001071220NAL0005806275001
THE WHITING-TURNER CONTRACTING COMPANY
Form 5500
FILING_RECEIVED
THE WHITING-TURNER CONTRACTING COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,116
Accounts w/ balance
6,123
Plan assets (EOY)
$958.0M
Net assets (EOY)
$958.0M
How this plan invests
This plan
34 pooled trusts
Schedule D
57 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WHITING-TURNER CONTRACTING COMPANY.
Plan sponsor
Name
THE WHITING-TURNER CONTRACTING COMPANY
EIN
92-3641585
Address
300 E. JOPPA ROAD SUITE 800 · TOWSON, MD · 21286
Phone
(410) 821-1100
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $201K | — |
Investments
38 direct securities · 34 pooled funds· $1.0B(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.
Common Collective Trust
$748.8M
34 holdings
Uncategorized
$270.0M
38 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT HYB 2045 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $103.4M | 10.8% | |
| TRP RETIREMENT HYB 2040 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $90.5M | 9.5% | |
| TRP RETIREMENT HYB 2055 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $83.9M | 8.8% | |
| TRP RETIREMENT HYB 2050 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $73.5M | 7.7% | |
| TRP RETIREMENT HYB 2060 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $70.5M | 7.4% | |
| Nothern Trust S&P 500 Index 4 | — | — | — | $61.7M | 6.4% | |
| NORTHERN TRUST S&P 500 IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $61.7M | 6.4% | |
| TRP RETIREMENT HYB 2035 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $61.4M | 6.4% | |
| TRP RETIREMENT HYB 2030 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $49.5M | 5.2% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $48.4M | 5.1% | |
| TRP RETIREMENT HYB 2025 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $46.8M | 4.9% | |
| TRP RETIREMENT HYB 2065 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $30.1M | 3.1% | |
| T.Rowe Price TRP New Horizons Fund Class I | — | — | — | $21.7M | 2.3% | |
| Victory Sycamore Victory Sycamore Established Value I | — | — | — | $15.3M | 1.6% | |
| TRP RETIREMENT HYB 2020 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $14.9M | 1.6% | |
| TRP EQUITY INCOME TR-E T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 011 | Common Collective Trust | — | — | $13.9M | 1.5% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $13.6M | 1.4% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $12.9M | 1.3% | |
| Blackrock Total Return | — | — | — | $10.3M | 1.1% | |
| Principal Small Cap Value II | — | — | — | $8.6M | 0.9% | |
| Nothern Trust Collective Government Short Term Investment Fund | — | — | — | $8.0M | 0.8% | |
| U.S Treasury United States Of America Treasury Notes, interest rate 1.125% due, 02-29-2028 | — | — | — | $6.4M | 0.7% | |
| NT ACWI EX-US IMI FD DC NL -T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $5.7M | 0.6% | |
| Nothern Trust Extended Equity Index 4 | — | — | — | $5.3M | 0.5% | |
| NORTHERN TRUST EXT EQ IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $5.3M | 0.5% | |
| U.S Treasury United States Of America Treasury T Note, interest rate 2.875%, due 07-31-2025 | — | — | — | $5.0M | 0.5% | |
| U.S Treasury United States Of America Treasury Notes, interest rate 2.75%, due 04-30-2025 | — | — | — | $5.0M | 0.5% | |
| U.S Treasury United States Of America Treasury Notes, interest rate 4.125%, due 10-31-2029 | — | — | — | $5.0M | 0.5% | |
| U.S Treasury United States Of America Treasury Tbond, interest rate 2.625%, due 01-31-2026 | — | — | — | $5.0M | 0.5% | |
| U.S Treasury United States Of America Treasury Notes, interest rate 2.75%, due 06-30-2025 | — | — | — | $5.0M | 0.5% | |
| U.S Treasury United States Of America Treasury Notes, interest rate fixed 2.625%, due 12-31-2025 | — | — | — | $4.9M | 0.5% | |
| U.S Treasury United States Of America Treasury T Note, interest rate 2.125%, due 05-31-2026 | — | — | — | $4.9M | 0.5% | |
| U.S Treasury United States Of America Treasury Notes, interest rate 2.25%, due 02-15-2027 | — | — | — | $4.8M | 0.5% | |
| U.S Treasury United States Of America Treasury Bond, interest rate 2.375%, due 5-15-2027 | — | — | — | $4.8M | 0.5% | |
| U.S Treasury United States Of America Treasury Notes, interest rate 1.625%, due 10-31-2026 | — | — | — | $4.8M | 0.5% | |
| U.S Treasury United States Of America Treasury Notes, interest rate 2.25%, due 11-15-2027 | — | — | — | $4.7M | 0.5% | |
| U.S Treasury United States Of America Treasury T Note, interest rate 4.375%, due 11-30-2028 | — | — | — | $4.0M | 0.4% | |
| U.S Treasury United States Of America Treasury Notes, interest rate 2.375%, due 03-31-2029 | — | — | — | $3.7M | 0.4% | |
| U.S Treasury United States Of America Treasury Notes, interest rate 1.0%, due 07-31-2028 | — | — | — | $3.6M | 0.4% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $3.3M | 0.3% | |
| Mass Mutual Small Cap Growth Equity CT | — | — | — | $3.0M | 0.3% | |
| MASSMUTUAL SML CAP GR EQ CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| TRP RETIREMENT HYB 2015 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $2.8M | 0.3% | |
| New York State New York State Urban Dev Corp Revenue, interest rate 2.277%, due 03-15-2034 | — | — | — | $2.4M | 0.3% | |
| Montgomery County, Virginia Montgomery County Va Economic Dev Aut Revenue, interest rate 1.974%, due 06-01-2029 | — | — | — | $2.2M | 0.2% | |
| PNC Financial Services PNC Financial Services, interest rate 2.55%, due 01-22-2030 | — | — | — | $2.0M | 0.2% | |
| Allegheny County, Pennsylvania Allegheny County Pa, interest rate 2.236%, due 11-01-2035 | — | — | — | $1.9M | 0.2% | |
| U.S Treasury United States Of America Treasury Notes, interest rate 3.5%, due 04-30-2030 | — | — | — | $1.6M | 0.2% | |
| University of California University California Revs, interest rate 2.114%, due 05-15-2035 | — | — | — | $1.5M | 0.2% | |
| TRP RETIREMENT HYB 2005 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $1.5M | 0.2% | |
| City of Alexandria, Louisiana Alexandria La Utilities Revenue, interest rate 2.593%, due 05-01-2034 | — | — | — | $1.0M | 0.1% | |
| City of Brownsville, Texas Brownsville Tex Utilities System Revenue, interest rate 1.882%, due 09-01-2031 | — | — | — | $837K | <0.1% | |
| Titus County, Texas Titus County Tex, interest rate 2.016%,due 03-01-2033 | — | — | — | $800K | <0.1% | |
| Pennsylvania State Pa St Higher Edl Facs Auth Revunrefundedbalance-2024 Ref, interest rate 2.125%, due 06-15-2031 | — | — | — | $793K | <0.1% | |
| York County ,Pennsylvania York County Pa, interest rate 2.421%, due 06-01-2037 | — | — | — | $736K | <0.1% | |
| TRP RETIREMENT HYB 2010 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $552K | <0.1% | |
| Pennsylvania State Pennsylvania St Higher Edl Facs Aut, interest rate 2.125%, due 06-15-2031 | — | — | — | $187K | <0.1% | |
| Pennsylvania State Pa St Higher Edl Facs Auth R Prerefunded-2024, interest rate 2.125%, due 06-15-2031 | — | — | — | $89K | <0.1% | |
| T.Rowe Price US Treasury Money | — | — | — | $64K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |