Back to filter
Original filing (PDF)20250528181818NAL0007315329001
JOHN MOURIER CONSTRUCTION INC
Form 5500
FILING_RECEIVED
JOHN MOURIER CONSTRUCTION INC PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
162
Accounts w/ balance
132
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Registered Investment Company" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN MOURIER CONSTRUCTION INC.
Plan sponsor
Name
JOHN MOURIER CONSTRUCTION INC
EIN
94-2503058
Address
1430 BLUE OAKS BOULEVARD SUITE 190 · ROSEVILLE, CA · 95747
Phone
(916) 782-8879
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
2025-05-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS | 20-4553256 | — | INVESTMENT AD VISORY | $54K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMI NISTRATOR | $12K | — |
Investments
13 direct securities· $27.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $10.1M | 36.5% | |
| PIMCO Total Return Instl Fund Registered Investment Company | — | — | — | $5.3M | 19.2% | |
| Fidelity US Bond Index Fund Registered Investment Company | — | — | — | $5.3M | 19.1% | |
| Fid LC Val Index Fund Registered Investment Company | — | — | — | $2.4M | 8.6% | |
| Fidelity International Idx Fd Registered Investment Company | — | — | — | $843K | 3.1% | |
| Fidelity Adv Fc Emerg Mrkts Z Registered Investment Company | — | — | — | $831K | 3.0% | |
| Am Fds EuroPacific Grth R6 Fd Registered Investment Company | — | — | — | $747K | 2.7% | |
| BlackRock Emerg Markets K Fund Registered Investment Company | — | — | — | $737K | 2.7% | |
| Fidelity Sm Cap Index Fund Registered Investment Company | — | — | — | $522K | 1.9% | |
| Lord Abbett Sht Drtn Inc R6 Fd Registered Investment Company | — | — | — | $391K | 1.4% | |
| Registered Investment Companies BlackRock Liqdty Fds Ins FedFd Registered Investment Company | — | — | — | $325K | 1.2% | |
| Fidelity Short-Term Bond Index Registered Investment Company | — | — | — | $111K | 0.4% | |
| DFA Real Estate Secs I Fd Registered Investment Company | — | — | — | $84K | 0.3% |
Related plans
Other plans using MARINER WEALTH ADVISORS
APPLE INC.
APPLE 401(K) PLAN
$24.7B · 101,217 participants
ALLIANCE COAL, LLC
ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN
$639.0M · 3,732 participants
POLSINELLI PC
POLSINELLI PROFIT SHARING PLAN I
$518.1M · 1,397 participants
DINSMORE & SHOHL LLP
THE DINSMORE & SHOHL LLP SAVINGS AND INVESTMENT PLAN
$472.2M · 1,461 participants
SAVAGE COMPANIES
SAVAGE COMPANIES RETIREMENT & EMPLOYEE SAVINGS PLAN
$345.8M · 3,575 participants
CLARK, SCHAEFER, HACKETT & CO.
CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS)
$136.4M · 540 participants
Similar-size Construction plans
GRAY WEST CONSTRUCTION INC.
GRAY WEST CONSTRUCTION INC. 401(K) PLAN
$27.4M · 145 participants
STOCK DEVELOPMENT ASSOCIATES, INC.
STOCK DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$27.3M · 599 participants
TAYLOR MORRISON, INC.
TAYLOR MORRISON CASH BALANCE PENSION PLAN
$27.9M · 121 participants
FINE LINE HOMES, INC.
FINE LINE HOMES, INC. RETIREMENT PLAN
$27.9M · 195 participants
K & D WRIGHT & CO.
WRIGHT & CO. CONSTRUCT., INC. RETIRE. PLAN & TRUST
$27.9M · 109 participants
UNITED BUILT HOMES, LLC
UNITED BUILT HOMES 401(K) PROFIT SHARING PLAN
$27.1M · 145 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B