How big is BLDG Management Co, Inc.'s plan?

BLDG Management Co, Inc.'s plan reported $29.6M in assets and 143 participants for 2024.

Original filing (PDF)20251010154141NAL0004759539001

BLDG Management Co, Inc.

Name: BLDG Management Co, Inc. — BLDG Management Co., Inc., Form 5500 (2024)
Creator: BLDG Management Co, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BLDG Management Co., Inc. 401(k) Plan

401(k) retirement plan · BLDG Management Co, Inc.'s BLDG Management Co., Inc. 401(k) Plan held $29.6M in plan assets for 143 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

High average account balance

Active participants

143

Accounts w/ balance

127

Plan assets (EOY)

$29.6M

Net assets (EOY)

$29.6M

Plan identifiers

BLDG Management Co, Inc.'s EIN is 13-3556302.

EIN 13-3556302

Plan number 001

Plan year 2024

ACK ID 20251010154141NAL0004759539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BLDG Management Co, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BLDG Management Co, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (98th percentile).

Plan sponsor

Name

BLDG MANAGEMENT CO, INC.

EIN

all filings

Address

417 FIFTH AVENUE, SUITE 400 · NEW YORK, NY · 10016

Phone

(212) 624-4300

Industry

Real Estate

Plan administrator

Name

BLDG MANAGEMENT CO., INC.

EIN

13-3556302

City

NEW YORK, NY

Phone

(212) 624-4300

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS	—	IRVINE, CA	RECORDKEEPER	$3K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE ANGELL PENSION GROUP, INC.	—	EAST PROVIENCE, RI	CONTRACT ADMIN	$8K	—

Investments

29 direct securities · 1 pooled fund· $29.6M(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.

Mutual Funds

$24.6M

23 holdings

Common Collective Trust

$2.2M

1 holding

Common Collective Trusts

$2.2M

1 holding

Other securities

$553K

5 holdings

					% of plan
AMERICAN FUNDS GROWTH FUND OF AMER R4 Mutual fund	Mutual Funds	—	—	$4.1M	13.8%
AMERICAN FUNDS AMCAP R4 Mutual fund	Mutual Funds	—	—	$2.9M	9.8%
EB MAGIC 75 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002	Common Collective Trust	—	—	$2.2M	7.6%
AMERICAN FUNDS AMERICAN BALANCED R4 Mutual fund	Mutual Funds	—	—	$2.2M	7.5%
ISHARES S&P 500 INDEX A Mutual fund	Common Collective Trusts	—	—	$2.2M	7.4%
AMERICAN FUNDS FUNDAMENTAL INVESTORS R4 Mutual fund	Mutual Funds	—	—	$1.9M	6.4%
AMERICAN FUNDS 2050 TARGET DATE FUND R4 Mutual fund	Mutual Funds	—	—	$1.7M	5.8%
AMERICAN FUNDS NEW PERSPECTIVE R4 Mutual fund	Mutual Funds	—	—	$1.7M	5.7%
AMERICAN FUNDS NEW WORLD FUND R4 Mutual fund	Mutual Funds	—	—	$1.6M	5.3%
AMERICAN FUNDS WASHINGTON MUTUAL R4 Mutual fund	Mutual Funds	—	—	$1.5M	5.1%
AMERICAN FUNDS NEW ECONOMY R4 Mutual fund	Mutual Funds	—	—	$1.5M	4.9%
AMERICAN FUNDS US GOVERNMENT SEC R4 Mutual fund	Mutual Funds	—	—	$1.2M	4.0%
AMERICAN FUNDS SMALLCAP WORLD R4 Mutual fund	Mutual Funds	—	—	$1.1M	3.9%
AMERICAN FUNDS 2030 TARGET DATE FUND R4 Mutual fund	Mutual Funds	—	—	$747K	2.5%
AMERICAN FUNDS 2035 TARGET DATE FUND R4 Mutual fund	Mutual Funds	—	—	$681K	2.3%
AMERICAN FUNDS BOND FUND OF AMER R4 Mutual fund	Mutual Funds	—	—	$644K	2.2%
AMERICAN FUNDS 2055 TARGET DATE FUND R4 Mutual fund	Mutual Funds	—	—	$338K	1.1%
secured by the participant's account balance, due at various dates through August 2033	Other securities	—	—	$303K	1.0%
AMERICAN FUNDS 2025 TARGET DATE FUND R4 Mutual fund	Mutual Funds	—	—	$294K	1.0%
AMERICAN FUNDS 2045 TARGET DATE FUND R4 Mutual fund	Mutual Funds	—	—	$187K	0.6%
AMERICAN FUNDS 2010 TARGET DATE FUND R4 Mutual fund 966 * AMERICAN FUNDS 2015 TARGET DATE FUND R4 Mutual fund 99 * AMERICAN FUNDS 2020 TARGET DATE FUND R4 Mutual fund	Mutual Funds	—	—	$164K	0.6%
AMERICAN FUNDS 2040 TARGET DATE FUND R4 Mutual fund	Mutual Funds	—	—	$110K	0.4%
GOLDMAN SACHS SMALL VALUE FUND - A Mutual fund	Other securities	—	—	$81K	0.3%
AMERICAN CENTURY REAL ESTATE - A Mutual fund	Other securities	—	—	$70K	0.2%
CLEARBRIDGE MID CAP CLASS A Mutual fund	Other securities	—	—	$56K	0.2%
NEUBERGER BERMAN STRATEGIC INCOME A Mutual fund	Other securities	—	—	$42K	0.1%
AMERICAN FUNDS 2060 TARGET DATE FUND R4 Mutual fund	Mutual Funds	—	—	$28K	<0.1%
PIMCO COMMODITY REAL RET STRAT A Mutual fund	Mutual Funds	—	—	$17K	<0.1%
LORD ABBETT INTERNATIONAL OPP A Mutual fund	Mutual Funds	—	—	$7K	<0.1%
AMERICAN FUNDS 2065 TARGET DATE FUND R4 Mutual fund	Mutual Funds	—	—	$7K	<0.1%