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Original filing (PDF)20251014134730NAL0004129520001
DEACON HOLDINGS, INC.
Form 5500
FILING_RECEIVED
THE DEACON 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
272
Accounts w/ balance
465
Plan assets (EOY)
$65.2M
Net assets (EOY)
$65.2M
How this plan invests
This plan
16 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 65% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEACON HOLDINGS, INC..
Plan sponsor
Name
DEACON HOLDINGS, INC.
EIN
94-3321764
Address
7745 GREENBACK LANE · SUITE 250 · CITRUS HEIGHTS, CA · 95610
Phone
(916) 969-0900
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
2025-10-14
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
BFBA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $105K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $67K | — |
Investments
13 direct securities · 16 pooled funds· $68.7M(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.
Common Collective Trust
$35.6M
16 holdings
Uncategorized
$33.1M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northern Trust S&P 500 Index Fund Mutual fund | — | — | — | $9.0M | 13.7% | |
| J.P. Morgan Large Cap Growth Fund R6 Class Mutual fund | — | — | — | $6.6M | 10.2% | |
| Standard Stable Asset A Guaranteed investment contract | — | — | — | $5.1M | 7.9% | |
| T. ROWE PRICE RETIRE 2040 TR CL K T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $4.2M | 6.4% | |
| T. ROWE PRICE RETIRE 2020 TR CL K T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.0M | 6.1% | |
| T. ROWE PRICE RETIRE 2030 TR CL K T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.7M | 5.7% | |
| MFS MID CAP VALUE FUND GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $3.7M | 5.6% | |
| Fidelity Institutional Asset Management Trust Fund Common/collective trust | — | — | — | $3.5M | 5.4% | |
| FIAM CORE PLUS CIT I FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO. · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $3.5M | 5.4% | |
| T. ROWE PRICE RETIRE 2050 TR CL K T. ROWE PRICE · EIN 60-6303214 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.2% | |
| Great Gray Trust Euro Pacific Growth Fund Mutual fund | — | — | — | $2.8M | 4.3% | |
| T. ROWE PRICE RETIRE 2035 TR CL K T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.5M | 3.9% | |
| MFS Mid Cap Growth Fund Mutual fund | — | — | — | $2.5M | 3.8% | |
| MFS LARGE CAP VALUE CIT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $2.4M | 3.7% | |
| T. ROWE PRICE RETIRE 2045 TR CL K T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.4% | |
| T. ROWE PRICE RETIRE 2010 TR CL K T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.1% | |
| T. ROWE PRICE RETIRE 2055 TR CL K T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.1% | |
| Northern Trust Extended Equity Market Index Fund Mutual fund | — | — | — | $1.3M | 2.0% | |
| T. ROWE PRICE RETIRE 2060 TR CL K T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.9% | |
| T. ROWE PRICE RETIRE 2025 TR CL K T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| Notes receivable from participants Loans (3.25% - 8.50%) | — | — | — | $596K | 0.9% | |
| Northern Trust Aggregate Bond Index Fund Mutual fund | — | — | — | $464K | 0.7% | |
| American Beacon Small Cap Value Fund R6 Class Mutual fund | — | — | — | $345K | 0.5% | |
| Driehaus Emerging Markets Growth Fund Institutional Class Mutual fund | — | — | — | $315K | 0.5% | |
| Principal Small Cap Growth I R6 Mutual fund | — | — | — | $252K | 0.4% | |
| Northern Trust All Country World ex-US Investable Market Index Fund Mutual fund | — | — | — | $251K | 0.4% | |
| T. ROWE PRICE RETIRE 2065 TR CL K T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $50K | <0.1% | |
| COHEN & STEERS COLLECTIVE INVEST TR SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $24K | <0.1% | |
| T. ROWE PRICE RETIRE 2015 TR CL K T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% |
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