Original filing (PDF)20251012143612NAL0000137827001

FLATIRON CONSTRUCTION CORP.

Name: FLATIRON CONSTRUCTION CORP. — FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FLATIRON CONSTRUCTION CORP.

Form 5500

FILING_RECEIVED

FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

1,572

Accounts w/ balance

2,203

Plan assets (EOY)

$261.0M

Net assets (EOY)

$261.0M

How this plan invests

This plan

15 pooled trusts

Schedule D

31 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

17 bps in Schedule C fees — 69% above peer band of 10 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLATIRON CONSTRUCTION CORP..

Plan sponsor

Name

FLATIRON CONSTRUCTION CORP.

EIN

04-3147491

Address

385 INTERLOCKEN CRESCENT · SUITE 900 · BROOMFIELD, CO · 80021

Phone

(720) 494-8030

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$252K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$87K	—
USI ADVISORS INC.	06-1397347	—	INVESTMENT ADVISOR	$64K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTONLARSONALLEN LLP	41-0746749	—	ACCOUNTANT/AUDITOR	$31K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
SHERMAN & HOWARD	84-0420314	—	ATTORNEY/LEGAL	$7K	—

Investments

29 direct securities · 15 pooled funds· $364.5M(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

$229.5M

29 holdings

Common Collective Trust

$135.0M

15 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index	—	—	—	$36.3M	13.9%
Fidelity Contrafund K6	—	—	—	$29.2M	11.2%
PIONEER LG CAP GR TR GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290	Common Collective Trust	—	—	$21.4M	8.2%
Fidelity Freedom 2050 CP D	—	—	—	$15.6M	6.0%
FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205	Common Collective Trust	—	—	$15.6M	6.0%
Fidelity Freedom 2045 CP D	—	—	—	$15.2M	5.8%
FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204	Common Collective Trust	—	—	$15.2M	5.8%
Fidelity Freedom 2040 CP D	—	—	—	$14.5M	5.5%
FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203	Common Collective Trust	—	—	$14.5M	5.5%
Dodge & Cox Stock X	—	—	—	$13.8M	5.3%
FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202	Common Collective Trust	—	—	$13.3M	5.1%
Fidelity Freedom 2035 CP D	—	—	—	$13.3M	5.1%
Fidelity Freedom 2030 CP D	—	—	—	$12.3M	4.7%
FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201	Common Collective Trust	—	—	$12.3M	4.7%
Fidelity Freedom 2055 CP D	—	—	—	$12.2M	4.7%
FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206	Common Collective Trust	—	—	$12.2M	4.7%
MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$10.1M	3.9%
Fidelity Freedom 2060 CP D	—	—	—	$9.1M	3.5%
FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207	Common Collective Trust	—	—	$9.1M	3.5%
Fidelity Low-Priced ST K6	—	—	—	$8.9M	3.4%
TCW Metwest Total Return Bond Fund	—	—	—	$7.9M	3.0%
American Funds Europac Growth R6	—	—	—	$7.0M	2.7%
Fidelity Freedom 2025 CP D	—	—	—	$6.2M	2.4%
FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200	Common Collective Trust	—	—	$6.2M	2.4%
Baron Small Cap R6	—	—	—	$5.1M	2.0%
Fidelity INTL Index	—	—	—	$4.5M	1.7%
PIMCO High Yield INST	—	—	—	$2.8M	1.1%
DFA US SM CAP Value	—	—	—	$2.8M	1.1%
Participants Participant Loans Rates from 3.25% to 8.50%	—	—	—	$2.8M	1.1%
Fidelity Freedom 2065 CP D	—	—	—	$2.3M	0.9%
FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208	Common Collective Trust	—	—	$2.3M	0.9%
Fidelity Freedom 2020 CP D	—	—	—	$2.3M	0.9%
FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199	Common Collective Trust	—	—	$2.3M	0.9%
Fidelity INFL PR BD IDX	—	—	—	$1.9M	0.7%
Fidelity SM CAP IDX	—	—	—	$1.7M	0.7%
DFA Glob Real Estate	—	—	—	$589K	0.2%
Fidelity MID CAP IDX	—	—	—	$442K	0.2%
Fidelity Freedom INC CP D	—	—	—	$420K	0.2%
FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195	Common Collective Trust	—	—	$420K	0.2%
Vanguard Total International Bond Index Fund	—	—	—	$315K	0.1%
Fidelity Freedom 2015 CP D	—	—	—	$44K	<0.1%
FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198	Common Collective Trust	—	—	$44K	<0.1%
Fidelity Freedom 2010 CP D	—	—	—	$15K	<0.1%
FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197	Common Collective Trust	—	—	$15K	<0.1%