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Original filing (PDF)20251010140626NAL0008279057001
HOLLMAN, INC.
Form 5500
FILING_RECEIVED
HOLLMAN, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
249
Accounts w/ balance
119
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
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)
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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLLMAN, INC..
Plan sponsor
Name
HOLLMAN, INC.
EIN
93-0890942
Address
1825 WALNUT HILL LANE · IRVING, TX · 75038
Phone
(972) 815-4000
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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | TULSA, OK | TRUSTEE | $3K | — |
Investments
24 direct securities· $7.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Indx-Inst Prem #2328 Mutual Fund | — | — | — | $1.3M | 17.5% | |
| Vanguard Tgt Rtmt 2040-Inv #0696 Mutual Fund | — | — | — | $855K | 11.5% | |
| Cash Non-Interest Bearing Cash ** 24 * Invesco Govt & Agency Principal Sweep Interest Bearing Cash | — | — | — | $748K | 10.0% | |
| Vanguard Tgt Rtmt 2035-Inv #0305 Mutual Fund | — | — | — | $708K | 9.5% | |
| Vanguard M/C Indx-Adm #5859 Mutual Fund | — | — | — | $552K | 7.4% | |
| T Rowe Grwth Stk-I #0540 Mutual Fund | — | — | — | $405K | 5.4% | |
| MFS Val-R6 #4810 Mutual Fund | — | — | — | $353K | 4.7% | |
| Vanguard Tgt Rtmt 2055-Inv #1487 Mutual Fund | — | — | — | $323K | 4.3% | |
| Amer Beacon S/C Val-R6 #4869 Mutual Fund | — | — | — | $312K | 4.2% | |
| Vanguard Tgt Rtmt 2050-Inv #0699 Mutual Fund | — | — | — | $311K | 4.2% | |
| Vanguard S/C Grwth Indx-Adm #5861 Mutual Fund | — | — | — | $288K | 3.9% | |
| Met West Tot Ret Bd-P #0712 Mutual Fund | — | — | — | $262K | 3.5% | |
| Vanguard Tgt Rtmt 2045-Inv #0306 Mutual Fund | — | — | — | $195K | 2.6% | |
| Vanguard Tgt Rtmt 2025-Inv #0304 Mutual Fund | — | — | — | $159K | 2.1% | |
| Vanguard Tgt Rtmt 2020-Inv #0682 Mutual Fund | — | — | — | $149K | 2.0% | |
| American Beacon Intl Eq-R6 #4870 Mutual Fund | — | — | — | $131K | 1.8% | |
| Amer Europacific Grwth-R6 #2616 Mutual Fund | — | — | — | $129K | 1.7% | |
| Vanguard Tgt Rtmt Inc-Inv #0308 Mutual Fund | — | — | — | $124K | 1.7% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | — | — | — | $83K | 1.1% | |
| Vanguard Tgt Rtmt 2060-Inv #1691 Mutual Fund | — | — | — | $55K | 0.7% | |
| Vanguard Tgt Rtmt 2030-Inv #0695 Mutual Fund | — | — | — | $28K | 0.4% | |
| Vanguard Tgt Rtmt 2065-Inv #1791 Mutual Fund | — | — | — | $26K | 0.3% | |
| Vanguard S/T Bd Indx-Adm #5132 Mutual Fund | — | — | — | $12K | 0.2% | |
| Vanguard Infl Prot Secs-Adm #5119 Mutual Fund | — | — | — | $6K | <0.1% |
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