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Original filing (PDF)20251209134122NAL0003055971001
WALSH CONSTRUCTION CO.
Form 5500
FILING_RECEIVED
WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
373
Accounts w/ balance
506
Plan assets (EOY)
$158.7M
Net assets (EOY)
$158.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALSH CONSTRUCTION CO..
Plan sponsor
Name
WALSH CONSTRUCTION CO.
EIN
93-0633107
Address
2905 SW FIRST AVENUE · PORTLAND, OR · 972014707
Phone
(503) 222-4375
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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
ALDRICH CPA'S & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $52K | — |
Investments
32 direct securities · 1 pooled fund· $155.5M(98% 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
$146.4M
32 holdings
Common Collective Trust
$9.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $26.2M | 16.5% | |
| Vanguard | — | — | — | $21.7M | 13.7% | |
| The Walsh Group Common Stock | — | 50,701 | $1.8M | $15.2M | 9.6% | |
| Vanguard | — | — | — | $14.3M | 9.0% | |
| Dodge & Cox | — | — | — | $10.1M | 6.4% | |
| T. ROWE PRICE STB VAL COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9.1M | 5.7% | |
| MFS | — | — | — | $8.3M | 5.2% | |
| Vanguard | — | — | — | $4.8M | 3.0% | |
| Vanguard | — | — | — | $4.7M | 3.0% | |
| T. Rowe Price | — | — | — | $4.7M | 3.0% | |
| Dimensional Fund Advisors | — | — | — | $4.4M | 2.8% | |
| Vanguard | — | — | — | $4.2M | 2.6% | |
| Vanguard | — | — | — | $4.1M | 2.6% | |
| Vanguard | — | — | — | $3.5M | 2.2% | |
| Vanguard | — | — | — | $3.3M | 2.1% | |
| Vanguard | — | — | — | $2.2M | 1.4% | |
| Vanguard | — | — | — | $2.1M | 1.3% | |
| Dimensional Fund Advisors | — | — | — | $2.1M | 1.3% | |
| Vanguard | — | — | — | $1.5M | 1.0% | |
| Vanguard | — | — | — | $1.5M | 0.9% | |
| Vanguard | — | — | — | $1.2M | 0.8% | |
| Vanguard | — | — | — | $1.2M | 0.8% | |
| Vanguard | — | — | — | $1.1M | 0.7% | |
| Vanguard | — | — | — | $790K | 0.5% | |
| Nuveen | — | — | — | $526K | 0.3% | |
| Nuveen | — | — | — | $497K | 0.3% | |
| Vanguard | — | — | — | $457K | 0.3% | |
| Vanguard | — | — | — | $432K | 0.3% | |
| Vanguard | — | — | — | $343K | 0.2% | |
| Nuveen | — | — | — | $333K | 0.2% | |
| Vanguard | — | — | — | $275K | 0.2% | |
| Participant Loans | — | — | — | $154K | <0.1% | |
| Vanguard | — | — | — | $145K | <0.1% |
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