Original filing (PDF)20251007133635NAL0008006496001

AGC OF SOUTH DAKOTA

Name: AGC OF SOUTH DAKOTA — ASSOCIATED GENERAL CONTRACTORS OF SD 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AGC OF SOUTH DAKOTA

Form 5500

FILING_RECEIVED

ASSOCIATED GENERAL CONTRACTORS OF SD 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

1,873

Accounts w/ balance

1,017

Plan assets (EOY)

$96.0M

Net assets (EOY)

$96.0M

How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGC OF SOUTH DAKOTA.

Plan sponsor

Name

AGC OF SOUTH DAKOTA

EIN

99-1294972

Address

7501 E ARROWHEAD PARKWAY · SIOUX FALLS, SD · 57110

Phone

(605) 336-9338

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2X · Other multiple-employer DC plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
REDHAWK WEALTH ADVISORS	—	BLOOMINGTON, MN	NONE	$18K	—
BMS FINANCIAL ADVISORS, INC.	—	RAPID CITY, SD	NONE	$8K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT PLANS ADMIN SERVICES, INC.

Investments

35 direct securities · 1 pooled fund· $95.5M(99% 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.

Other securities

$91.2M

33 holdings

Common Collective Trust

$3.4M

1 holding

Bonds / Notes

$924K

2 holdings

					% of plan
E‐Valuator Growth RMS Fund Mutual fund N/A	Other securities	—	—	$19.3M	20.1%
Fidelity 500 Index Institutional Mutual fund N/A	Other securities	—	—	$16.3M	17.0%
American Funds American Balanced Fund Mutual fund N/A	Other securities	—	—	$10.1M	10.5%
E‐Valuator Moderate RMS Fund Mutual fund N/A	Other securities	—	—	$8.5M	8.9%
Vanguard Growth Index Fund Mutual fund N/A	Other securities	—	—	$8.0M	8.3%
E‐Valuator Aggressive Growth RMS Fund Mutual fund N/A	Other securities	—	—	$5.5M	5.8%
METLIFE STABLE VALUE FUND GAC-25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$3.4M	3.5%
DFA US Sm Cap Growth Portfolio Mutual fund N/A	Other securities	—	—	$2.6M	2.8%
E‐Valuator Conservative RMS Fund Mutual fund N/A	Other securities	—	—	$2.6M	2.7%
Victory Sycamore Established Value Fund Mutual fund N/A	Other securities	—	—	$2.6M	2.7%
Vanguard Value Index Admiral Mutual fund N/A	Other securities	—	—	$2.2M	2.2%
Value Line Mid Cap Focused Ins Mutual fund N/A	Other securities	—	—	$2.1M	2.2%
American Funds New Perspective Fund Mutual fund N/A	Other securities	—	—	$2.0M	2.1%
DFA International Large Cap Growth Mutual fund N/A	Other securities	—	—	$1.7M	1.7%
PIMCO Rae Fund'tl US Sm Mutual fund N/A	Other securities	—	—	$1.2M	1.3%
E‐Valuator Conservative/Mod. RMS Fund Mutual fund N/A	Other securities	—	—	$1.2M	1.3%
SS Hdgd Intl Dev Equity Index Mutual fund N/A	Other securities	—	—	$925K	1.0%
T Rowe Price Floating Rate Institutional Fund Mutual fund N/A	Bonds / Notes	—	—	$813K	0.8%
American Funds New World Fund Mutual fund N/A	Other securities	—	—	$650K	0.7%
T Rowe Price International Discovery Fund Mutual fund N/A	Other securities	—	—	$648K	0.7%
Franklin Convertible Securities Fund Mutual fund N/A	Other securities	—	—	$643K	0.7%
MSIF Mortgage Securities Mutual fund N/A	Other securities	—	—	$477K	0.5%
Vanguard Target Retirement 2040 Mutual fund N/A	Other securities	—	—	$376K	0.4%
Vanguard High Yield Corporate Fund Mutual fund N/A	Other securities	—	—	$339K	0.4%
Vanguard Target Retirement 2030 Mutual fund N/A	Other securities	—	—	$300K	0.3%
E‐Valuator Very Conservative RMS Fund Mutual fund N/A	Other securities	—	—	$162K	0.2%
Vanguard Target Retirement 2065 Mutual fund N/A	Other securities	—	—	$145K	0.2%
Vanguard Target Retirement 2035 Mutual fund N/A	Other securities	—	—	$112K	0.1%
Notes Receivable from Participants Maturing 2025‐2029 at Interest Rates of 4.25% ‐9.50% ‐	Bonds / Notes	—	—	$111K	0.1%
Vanguard Target Retirement 2060 Mutual fund N/A	Other securities	—	—	$107K	0.1%
Vanguard Target Retirement 2055 Mutual fund N/A	Other securities	—	—	$97K	0.1%
Hartford World Bond R6 Mutual fund N/A	Other securities	—	—	$90K	<0.1%
Vanguard Target Retirement 2045 Mutual fund N/A	Other securities	—	—	$84K	<0.1%
Vanguard Target Retirement 2050 Mutual fund N/A	Other securities	—	—	$78K	<0.1%
Vanguard Target Retirement 2025 Mutual fund N/A	Other securities	—	—	$35K	<0.1%
Vanguard Target Retirement Income Mutual fund N/A	Other securities	—	—	$24K	<0.1%

1–36 of 36

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