Filings through Oct 24, 2026.

Retirement plan

Quikrete Companies Retirement and Savings Plan for Collectively Bargained Employees

Name: QUIKRETE INTERNATIONAL, INC. - QUIKRETE COMPANIES RETIREMENT AND SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES (2025) Form 5500
Creator: QUIKRETE INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUIKRETE COMPANIES RETIREMENT AND SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES, QUIKRETE INTERNATIONAL, INC.

Quikrete International, Inc.EIN 20-0512217Plan #003PY 2025Filed Oct 15, 2026

5 CONCOURSE PARKWAY, SUITE 1900 - ATLANTA, GA 30328404-634-9100LinkedIn11-50 employees

Other plans on this EIN

1 filing

#001Retirement-$833.2M assets

Prospect flagsLow participationLow assets / participantFund lineup: 19 funds, $54.1M

How to read this page

Total assets (EOY)

$60.5M

No prior year

Total participants

1,509

No prior year

Average account balance

$54,098

No prior year

Annual return

16.03%

No prior year

Benchmarks

See 415 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort415 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708	Recordkeeping Fees	$96,226
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 99 · EIN 02-0488491	Other Fees	$6,789
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL Service code 99 · EIN 36-3145972	Other Fees	$5,896

Fund lineup

CSV with Pro

19 funds of $250K or more; 18 lines in all, holding $54.1M of the plan's $60.5M. From the 2025 filing. Recordkeeper: Voya.

In collective trusts93%median 0% for plans of $50M to $250M (12,424 plans)

In index funds4%median 25% for plans of $50M to $250M (12,424 plans)

In the main target-date series90%median 37% for plans of $50M to $250M (12,424 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, collective trust, 90% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement Manager not matched · Collective trust Target-date, 13 vintages	Not yet matched	Collective trust	$48.5M	89.7%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.3M	2.4%
Amer Fnds The Grw of Amer R6 Manager not matched · Mutual fund	Not yet matched	Mutual fund	$1.1M	2.1%
S St Gl Al Cp Eq xUS I SL S II Manager not matched · Collective trust	Not yet matched	Collective trust	$619K	1.1%
SStr US Bond Index SL Fd XIV Manager not matched · Collective trust Index	Not yet matched	Collective trust	$614K	1.1%
Bnym SL MC Stk Ind Fd Ins BNY · Collective trust	BNY	Collective trust	$344K	0.6%
Janus Hndr Enterprise Fund N Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$306K	0.6%
Amer Fnds Fundamental Invt R6 Manager not matched · Mutual fund	Not yet matched	Mutual fund	$298K	0.6%
Lazard Emerging Markets Equity Portfolio Institutional Shares Lazard · Mutual fund	Lazard	Mutual fund	$257K	0.5%
Amer Fnds Eupac Fund R6 Manager not matched · Mutual fund	Not yet matched	Mutual fund	$245K	0.5%

See the other 8 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2R2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$109K

$85 / participant

Investment mgmt$16K14.4%
Contract admin$73K67.2%
Other / not subdivided$20K18.3%

% of EOY assets

0.181%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 334144829
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

VOYA FINANCIAL ADVISORS INC1+ years

Filed as: VOYA RETIREMENT INSURANCE & ANNUITY

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$96,226

VOYA FINANCIAL ADVISORS INC1+ years

Filed as: VOYA RETIREMENT ADVISORS, LLC

Service code 99 · EIN 02-0488491

Other Fees

$6,789

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY GLOBAL

Service code 99 · EIN 36-3145972

Other Fees

$5,896

Fund

Dollars

% of funds%

T. Rowe Price Retirement

Manager not matched · Collective trust

Target-date, 13 vintages

$48.5M

89.7%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.3M

2.4%

Amer Fnds The Grw of Amer R6

Manager not matched · Mutual fund

$1.1M

2.1%

S St Gl Al Cp Eq xUS I SL S II

Manager not matched · Collective trust

$619K

1.1%

SStr US Bond Index SL Fd XIV

Manager not matched · Collective trust

Index

$614K

1.1%

Bnym SL MC Stk Ind Fd Ins

BNY · Collective trust

$344K

0.6%

Janus Hndr Enterprise Fund N

Janus Henderson · Mutual fund

$306K

0.6%

Amer Fnds Fundamental Invt R6

Manager not matched · Mutual fund

$298K

0.6%

Lazard Emerging Markets Equity Portfolio Institutional Shares

Lazard · Mutual fund

$257K

0.5%

Amer Fnds Eupac Fund R6

Manager not matched · Mutual fund

$245K

0.5%

Quikrete Companies Retirement and Savings Plan for Collectively Bargained Employees

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Quikrete Companies Retirement and Savings Plan for Collectively Bargained Employees

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion