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Original filing (PDF)20251114065800NAL0002234385001
CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST
Form 5500
FILING_RECEIVED
CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
132
Accounts w/ balance
124
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST.
Plan sponsor
Name
CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST
EIN
02-0477790
Address
3 PENSTOCK WAY · NEWMARKET, NH · 03857
Phone
(603) 868-5995
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $24K | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| PARNASSUS FUNDS | 94-6579180 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| EAGLEASSET | 59-3171014 | — | NONE | $0 | — |
| LOOMIS - SAYLES - NATIXIS - HANSBER | 04-3200030 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
| SCHWABE, WILLIAMSON & WYATT | — | PORTLAND, OR | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
Investments
40 direct securities· $9.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 INV | — | — | — | $1.3M | 13.1% | |
| T. ROWE PRICE RETIREMENT 2045 INV | — | — | — | $770K | 7.8% | |
| T. ROWE PRICE RETIREMENT 2035 INV | — | — | — | $666K | 6.8% | |
| T. ROWE PRICE RETIREMENT 2030 INV | — | — | — | $599K | 6.1% | |
| FIDELITY TOTAL MARKET INDEX | — | — | — | $568K | 5.8% | |
| T. ROWE PRICE BLUE CHIP GROWTH INV | — | — | — | $563K | 5.7% | |
| CARILLON EAGLE MID CAP GROWTH FUND I | — | — | — | $546K | 5.5% | |
| T. ROWE PRICE RETIREMENT 2060 INV | — | — | — | $430K | 4.4% | |
| LOOMIS SAYLES CORE PLUS BOND FUND, Y | — | — | — | $411K | 4.2% | |
| T. ROWE PRICE RETIREMENT 2055 INV | — | — | — | $387K | 3.9% | |
| T. ROWE PRICE RETIREMENT 2050 INV | — | — | — | $386K | 3.9% | |
| T. ROWE PRICE RETIREMENT 2025 INV | — | — | — | $359K | 3.6% | |
| FIDELITY INTL CAPITAL APPRECIATION | — | — | — | $225K | 2.3% | |
| T. ROWE PRICE VALUE INV | — | — | — | $224K | 2.3% | |
| FIDELITY EMERGING MARKETS INDEX | — | — | — | $205K | 2.1% | |
| FIDELITY SELECT HEALTH CARE PORTFOLIO | — | — | — | $185K | 1.9% | |
| T. ROWE PRICE GOVERNMENT MONEY INV | — | — | — | $183K | 1.9% | |
| FIDELITY ADVISOR STOCK SELECTOR SM CP Z | — | — | — | $167K | 1.7% | |
| T. ROWE PRICE DIVIDEND GROWTH INV | — | — | — | $148K | 1.5% | |
| T. ROWE PRICE RETIREMENT 2020 INV | — | — | — | $147K | 1.5% | |
| COHEN & STEERS INSTL REALTY SHARES | — | — | — | $143K | 1.5% | |
| FIDELITY CAPITAL & INCOME FUND | — | — | — | $138K | 1.4% | |
| PARNASSUS VALUE EQUITY FD INVESTOR | — | — | — | $125K | 1.3% | |
| FIDELITY SELECT TECHNOLOGY PORTFOLIO | — | — | — | $122K | 1.2% | |
| FRANKLIN UTILITIES ADVISOR | — | — | — | $106K | 1.1% | |
| VANGUARD TOTAL BOND MKT INDEX | — | — | — | $105K | 1.1% | |
| BLACKROCK 40/60 TARGET ALLOCATION INSTL | — | — | — | $100K | 1.0% | |
| FIRST EAGLE GLOBAL FUND | — | — | — | $83K | 0.8% | |
| PARTICIPANT LOANS | — | — | — | $82K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2065 INV | — | — | — | $81K | 0.8% | |
| DFA INTERMEDIATE GOVT FIXED-INCOME I | — | — | — | $78K | 0.8% | |
| FIDELITY TOTAL INTL INDEX | — | — | — | $76K | 0.8% | |
| SCHWAB S&P 500 INDEX | — | — | — | $65K | 0.7% | |
| T. ROWE PRICE EUROPEAN STOCK INV | — | — | — | $34K | 0.3% | |
| FIDELITY U.S. SUSTAINABILITY INDEX | — | — | — | $27K | 0.3% | |
| PORTFOLIO 21 GLOBAL EQUITY R | — | — | — | $14K | 0.1% | |
| INVESCO GOLD & SPEC MNRL A | — | — | — | $9K | <0.1% | |
| DFA INTERNATIONAL SMALL COMPANY PORT I | — | — | — | $4K | <0.1% | |
| PIMCO INTERNATIONAL BOND (USD-HDG) INSTL | — | — | — | $2K | <0.1% | |
| T. ROWE PRICE INFLATION PROTECTED BD INV | — | — | — | $28 | <0.1% |