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Original filing (PDF)20251015105343NAL0002280195001
MALCOLM DRILLING CO., INC.
Form 5500
FILING_RECEIVED
MALCOLM DRILLING CO., INC. PSP/401K PLAN
Defined-contribution retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
234
Accounts w/ balance
349
Plan assets (EOY)
$71.5M
Net assets (EOY)
$71.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "The Growth Fund of America-R4 Mutual Fund ^" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MALCOLM DRILLING CO., INC..
Plan sponsor
Name
MALCOLM DRILLING CO., INC.
DBA
NA
EIN
94-1671918
Address
92 NATOMA ST STE 400 · SAN FRANCISCO, CA · 941052685
Phone
(415) 901-4400
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING SERVICE INC | 94-1586677 | BURLINGAME, CA | N/A | $14K | — |
Investments
30 direct securities· $70.4M(98% of reported assets)
Uncategorized
$54.4M
29 holdings
Mutual Funds
$16.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Growth Fund of America-R4 Mutual Fund ^ | — | — | — | $20.1M | 28.2% | |
| AMCAP Fund-R4 Mutual Fund ^ | Mutual Funds | — | — | $16.0M | 22.4% | |
| The Bond Fund of America-R4 Mutual Fund ^ | — | — | — | $8.7M | 12.2% | |
| The New Economy Fund-R4 Mutual Fund ^ | — | — | — | $6.6M | 9.2% | |
| New Perspective Fund-R4 Mutual Fund ^ | — | — | — | $6.3M | 8.8% | |
| New World Fund-R4 Mutual Fund ^ | — | — | — | $3.0M | 4.2% | |
| SMALLCAP World Fund-R4 Mutual Fund ^ | — | — | — | $2.9M | 4.1% | |
| American Funds Growth Fund of Amer R4 Mutual Fund | — | — | $963K | $1.1M | 1.5% | |
| American Funds Invmt Co of America R4 Mutual Fund | — | — | $786K | $943K | 1.3% | |
| American Funds 2035 Target Date Fund R4 Mutual Fund | — | — | $838K | $886K | 1.2% | |
| American Funds new Perspective R4 Mutual Fund | — | — | $476K | $533K | 0.7% | |
| American Funds Capital World G/I R4 Mutual Fund | — | — | $473K | $525K | 0.7% | |
| American Funds 2045 Target Date Fund R4 Mutual Fund | — | — | $431K | $483K | 0.7% | |
| U.S. Government Securities Fund R-4 Mutual Fund ^ - * American Funds AMCAP R4 Mutual Fund | — | — | $420K | $473K | 0.7% | |
| American Funds 2055 Target Date Fund R4 Mutual Fund | — | — | $310K | $355K | 0.5% | |
| American Funds 2040 Target Date Fund R4 Mutual Fund | — | — | $205K | $225K | 0.3% | |
| American Funds 2050 Target Date Fund R4 Mutual Fund | — | — | $168K | $189K | 0.3% | |
| American Funds US Government Sec R4 Mutual Fund | — | — | $165K | $163K | 0.2% | |
| American Funds American Balanced R4 Mutual Fund | — | — | $120K | $131K | 0.2% | |
| American Funds 2065 Target Date Fund R4 Mutual Fund | — | — | $110K | $125K | 0.2% | |
| American Funds Inc Fund of Amer R4 Mutual Fund | — | — | $112K | $116K | 0.2% | |
| American Funds 2030 Target Date Fund R4 Mutual Fund | — | — | $95K | $101K | 0.1% | |
| American Funds New Economy R4 Mutual Fund | — | — | $92K | $99K | 0.1% | |
| American Funds SmallCap World R4 Mutual Fund | — | — | $85K | $92K | 0.1% | |
| American Funds 2060 Target Date Fund R4 Mutual Fund | — | — | $77K | $84K | 0.1% | |
| American Funds New World Fund R4 Mutual Fund | — | — | $69K | $70K | <0.1% | |
| Money Market Mutual Fund Money Market Mutual Fund | — | — | $57K | $57K | <0.1% | |
| American Funds US Govt Money Market R4 Mutual Fund | — | — | $29K | $29K | <0.1% | |
| American Funds 2010 Target Date Fund R4 Mutual Fund 82 * American Funds 2015 Target Date Fund R4 Mutual Fund 166 * American Funds 2020 Target Date Fund R4 Mutual Fund 168 * American Funds 2025 Target Date Fund R4 Mutual Fund | — | — | $26K | $26K | <0.1% | |
| American Funds Capital Inc Bldr R4 Mutual Fund | — | — | $23K | $25K | <0.1% |
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