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Original filing (PDF)20250829115438NAL0022174594001
HATHAWAY DINWIDDIE CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
HATHAWAY DINWIDDIE CONSTRUCTION COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
359
Accounts w/ balance
497
Plan assets (EOY)
$148.9M
Net assets (EOY)
$148.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HATHAWAY DINWIDDIE CONSTRUCTION COMPANY.
Plan sponsor
Name
HATHAWAY DINWIDDIE CONSTRUCTION COMPANY
EIN
94-3253608
Address
275 BATTERY STREET · SUITE 300 · SAN FRANCISCO, CA · 941113330
Phone
(415) 986-2718
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
2025-08-29
Pension benefit codes
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $102K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
30 direct securities · 2 pooled funds· $162.1M(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
$143.2M
30 holdings
Common Collective Trust
$18.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $29.4M | 19.7% | |
| Vanguard Extended Market Index Fund | — | — | — | $18.5M | 12.4% | |
| Alliance Bernstein US Large Cap Growth (W Series) P1 | — | — | — | $13.2M | 8.9% | |
| AB US LG CAP GR (W SERIES) P1 AB · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $13.2M | 8.9% | |
| Columbia Dividend Opportunity Fund | — | — | — | $11.7M | 7.9% | |
| Federated Hermes US Treasury Cash Reserves Prem | — | — | — | $9.8M | 6.6% | |
| American Funds EuroPacific Growth Fund | — | — | — | $7.1M | 4.8% | |
| COLUMBIA TRUST STABLE INC ADMIN 0 COLUMBIA · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $5.7M | 3.8% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $5.6M | 3.8% | |
| Victory Core Plus Intermediate Bond R6 | — | — | — | $4.9M | 3.3% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $4.6M | 3.1% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $4.5M | 3.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $4.2M | 2.8% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $4.0M | 2.7% | |
| Fidelity Capital & Income Fund | — | — | — | $3.9M | 2.6% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $3.9M | 2.6% | |
| Vanguard Developed Markets Index Fund | — | — | — | $3.7M | 2.5% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $2.2M | 1.5% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $2.0M | 1.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $1.8M | 1.2% | |
| Baird Short Term Bond Fund | — | — | — | $1.6M | 1.1% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $1.4M | 0.9% | |
| JPMorgan Small Cap Equity Fund | — | — | — | $1.2M | 0.8% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $1.1M | 0.8% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | — | — | — | $762K | 0.5% | |
| American Funds New World R6 | — | — | — | $695K | 0.5% | |
| Vanguard Total International Bond Fund | — | — | — | $558K | 0.4% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $265K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $219K | 0.1% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $207K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $159K | 0.1% | |
| Transamerica Financial Insurance Contract | — | — | — | $16K | <0.1% |
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