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Original filing (PDF)20251015084716NAL0002041251001
BLUE ROCK CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
BLUE ROCK CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
92
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE ROCK CONSTRUCTION, INC..
Plan sponsor
Name
BLUE ROCK CONSTRUCTION, INC.
EIN
01-0548802
Address
2324 SECOND STREET PIKE · NEWTOWN, PA · 18940
Phone
(267) 753-9900
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
2025-10-15
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS, LLC | 13-3689044 | — | RECORDKEEPER | $27K | — |
| THE PARAGON ALLIANCE GROUP, LLC | 23-3044062 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-1590850 | — | INV ADVISORY - PLAN | $28K | — |
Investments
24 direct securities · 3 pooled funds· $11.8M(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
$9.0M
24 holdings
Common Collective Trust
$2.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH IV WILMINGTON TRUST · EIN 38-7289821 / PN 001 | Common Collective Trust | — | — | $1.8M | 15.0% | |
| iShares S&P 500 Index Service | — | — | — | $1.4M | 11.5% | |
| Transamerica Stable Value Strategy Option | — | — | — | $1.2M | 10.3% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $1.2M | 10.0% | |
| Allspring Core Plus Bond R6 | — | — | — | $1.1M | 9.6% | |
| RPAG/WILMINGTON LARGE CAP VALUE FD WILMINGTON · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $956K | 8.1% | |
| American Funds American Funds Washington Mutual R6 | — | — | — | $765K | 6.5% | |
| Vanguard Mid Cap Index Adm | — | — | — | $501K | 4.2% | |
| American Funds American Funds New Perspective R6 | — | — | — | $453K | 3.8% | |
| PGIM High Yield Z | — | — | — | $279K | 2.4% | |
| Vanguard Explorer Adm | — | — | — | $235K | 2.0% | |
| Vanguard Small Cap Index Adm | — | — | — | $221K | 1.9% | |
| Hartford International Opportunities Y | — | — | — | $218K | 1.8% | |
| PGIM Global Total Return R6 | — | — | — | $196K | 1.7% | |
| BlackRock International Index K | — | — | — | $179K | 1.5% | |
| Templeton Developing Markets Adv | — | — | — | $178K | 1.5% | |
| American Funds American Funds SmallCap World R6 | — | — | — | $171K | 1.4% | |
| American Funds American Funds Trgt Date Ret 2025 R6 683 American Funds American Funds Trgt Date Ret 2030 R6 | — | — | — | $169K | 1.4% | |
| Principal MidCap Value I Inst | — | — | — | $145K | 1.2% | |
| Franklin Small Cap Value Adv | — | — | — | $141K | 1.2% | |
| T Rowe Price T. Rowe Price Diversified Mid Cap Growth | — | — | — | $77K | 0.6% | |
| SMALL CAP GROWTH FUND II FEE CLASS WILMINGTON TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $70K | 0.6% | |
| American Funds American Funds Trgt Date Ret 2045 R6 | — | — | — | $69K | 0.6% | |
| Participants Participant Loans Rates of 9.5% - | — | — | — | $53K | 0.5% | |
| American Funds American Funds American Balanced R6 | — | — | — | $46K | 0.4% | |
| American Funds American Funds Trgt Date Ret 2035 R6 | — | — | — | $16K | 0.1% | |
| American Funds American Funds Trgt Date Ret 2055 R6 | — | — | — | $3K | <0.1% |
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