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Original filing (PDF)20251013163326NAL0001603441001
JHL CONSTRUCTORS LLC
Form 5500
FILING_RECEIVED
JHL CONSTRUCTORS LLC PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
248
Accounts w/ balance
283
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 116% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JHL CONSTRUCTORS LLC.
Plan sponsor
Name
JHL CONSTRUCTORS LLC
EIN
93-4407100
Address
9100 E. PANORAMA DRIVE SUITE 300 · ENGLEWOOD, CO · 80112
Phone
(303) 668-9169
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
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $47K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $48K | — |
Investments
18 direct securities · 2 pooled funds· $19.5M(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
$15.4M
18 holdings
Common Collective Trust
$4.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST SANDP 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $2.8M | 14.6% | |
| iShares US Aggregate Bond Index Fund | — | — | — | $2.5M | 12.8% | |
| Fidelity Global Ex US Index Fund | — | — | — | $2.4M | 12.3% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $2.2M | 11.1% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $1.9M | 9.8% | |
| SSGA RUSSELL LC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $1.2M | 6.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.1M | 5.8% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $922K | 4.7% | |
| Hartford International Opportunities Fund | — | — | — | $650K | 3.3% | |
| Delaware US Small Cap Fund | — | — | — | $589K | 3.0% | |
| Empower** Fully benefit-responsive investment contract - Fixed Account Series Class VI Fund | — | — | — | $563K | 2.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $518K | 2.7% | |
| JPMorgan Equity Income Fund | — | — | — | $510K | 2.6% | |
| JPMorgan Core Bond Fund | — | — | — | $414K | 2.1% | |
| PIMCO Income Fund | — | — | — | $406K | 2.1% | |
| JPMorgan Income Fund | — | — | — | $350K | 1.8% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $323K | 1.7% | |
| percent, with maturities through November 2035 - | — | — | — | $53K | 0.3% | |
| American Century Mid Cap Value Fund | — | — | — | $36K | 0.2% | |
| American Funds American Balanced Fund | — | — | — | $16K | <0.1% |