Back to filter
Original filing (PDF)20250924110242NAL0008047360001
HAMANN CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
HAMANN 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
464
Accounts w/ balance
251
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMANN CONSTRUCTION, INC..
Plan sponsor
Name
HAMANN CONSTRUCTION, INC.
EIN
95-2275467
Address
1000 PIONEER WAY · EL CAJON, CA · 920201923
Phone
(619) 440-7424
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS - CAPITAL GROUP | 94-1411037 | — | RECORDKEEPER | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | DREHER, PA | TPA | $11K | — |
Investments
25 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date-R3 Registered Investment Company | — | — | — | $1.3M | 11.7% | |
| Registered Investment Companies The Investment Company Of America-R3 Registered Investment Company | — | — | — | $1.1M | 9.7% | |
| Interest-Bearing Cash * AF U.S. Government Money Market - R3 Interest-Bearing Cash ** $ | — | — | — | $1.1M | 9.4% | |
| American Funds 2025 Target Date-R3 Registered Investment Company | — | — | — | $1.0M | 8.9% | |
| Fundamental Investors-R3 Registered Investment Company | — | — | — | $860K | 7.5% | |
| Capital Income Builder-R3 Registered Investment Company | — | — | — | $851K | 7.5% | |
| American Funds 2030 Target Date-R3 Registered Investment Company | — | — | — | $742K | 6.5% | |
| American Funds 2055 Target Date-R3 Registered Investment Company | — | — | — | $622K | 5.5% | |
| American Funds 2040 Target Date-R3 Registered Investment Company | — | — | — | $595K | 5.2% | |
| Smallcap World Fund-R3 Registered Investment Company | — | — | — | $450K | 3.9% | |
| American Funds 2050 Target Date-R3 Registered Investment Company | — | — | — | $426K | 3.7% | |
| American Funds 2045 Target Date-R3 Registered Investment Company | — | — | — | $395K | 3.5% | |
| Participant Loans Interest rates at (2.00%~10.50%) $0 | — | — | — | $350K | 3.1% | |
| New World Fund-R3 Registered Investment Company | — | — | — | $273K | 2.4% | |
| Intermediate Bond Fund Of America-R3 Registered Investment Company | — | — | — | $269K | 2.4% | |
| Capital World Growth And Income-R3 Registered Investment Company | — | — | — | $265K | 2.3% | |
| U.S. Government Securities Fund-R3 Registered Investment Company | — | — | — | $262K | 2.3% | |
| American Funds 2060 Target Date-R3 Registered Investment Company | — | — | — | $160K | 1.4% | |
| The Bond Fund Of America-R3 Registered Investment Company | — | — | — | $88K | 0.8% | |
| Europacific Growth Fund-R3 Registered Investment Company | — | — | — | $78K | 0.7% | |
| International Growth And Income-R3 Registered Investment Company | — | — | — | $54K | 0.5% | |
| American Funds 2065 Target Date-R3 Registered Investment Company | — | — | — | $48K | 0.4% | |
| Capital World Bond Fund-R3 Registered Investment Company | — | — | — | $29K | 0.3% | |
| American Funds 2020 Target Date-R3 Registered Investment Company | — | — | — | $28K | 0.2% | |
| American Funds 2070 Target Date-R3 Registered Investment Company | — | — | — | $22K | 0.2% |
Related plans
Other plans using FUTUREPLAN BY ASCENSUS
PKFOD MANAGEMENT COMPANY LLC
PKF O'CONNOR DAVIES 401(K) SAVINGS & RETIREMENT PLAN
$335.6M · 1,922 participants
PKF O'CONNOR DAVIES, LLP
PKF O'CONNOR DAVIES, LLP 401(K) SAVINGS & RETIREMENT PLAN
$272.6M · 1,370 participants
1ST SOURCE CORPORATION
1ST SOURCE CORPORATION EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN
$268.0M · 1,196 participants
ALEXANDRIA REAL ESTATE EQUITIES, INC.
ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN
$207.5M · 537 participants
NANA REGIONAL CORPORATION, INC.
NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN
$199.4M · 2,963 participants
AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN
AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN
$170.7M · 2,604 participants
Similar-size Construction plans
HIGHMARK COMPANIES, INC.
HIGHMARK COMPANIES, INC. RETIREMENT SAVINGS PLAN
$11.4M · 124 participants
URBAN CONSTRUCTION SOUTHWEST, INC.
URBAN CONSTRUCTION SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN
$11.4M · 22 participants
CAMPUS CONSTRUCTION MANAGEMENT GROUP INC.
CAMPUS CONSTRUCTION MANAGEMENT GROUP INC. 401(K) PLAN
$11.4M · 125 participants
A-PLUS CONSTRUCTION SERVICES CORPORATION
A-PLUS CONSTRUCTION SERVICES CORPORATION PROFIT SHARING PLAN
$11.4M · 21 participants
PALACE CONSTRUCTION CO INC
PALACE CONSTRUCTION CO., INC. SAVINGS PLAN
$11.4M · 94 participants
CHARLES VRANA & SON CONSTRUCTION CO
CHARLES VRANA & SON CONSTRUCTION CO. SAFE HARBOR PLAN
$11.4M · 52 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