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Original filing (PDF)20250902102859NAL0014154001001
BEMAS CONSTRUCTION
Form 5500
FILING_RECEIVED
BEMAS CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Active participants
123
Accounts w/ balance
163
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEMAS CONSTRUCTION.
Plan sponsor
Name
BEMAS CONSTRUCTION
EIN
20-0027225
Address
80 INVERNESS DRIVE EAST · ENGLEWOOD, CO · 80112
Phone
(303) 662-1877
Industry
Constructionsee all
Plan administrator
Name
BEMAS CONSTRUCTION
EIN
20-0027225
City
ENGLEWOOD, CO
Phone
(303) 662-1877
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
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
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $12K | — |
Investments
30 direct securities · 1 pooled fund· $20.2M(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
$19.9M
30 holdings
Common Collective Trust
$275K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - ADM Mutual Fund N/A | — | — | — | $3.3M | 16.2% | |
| Putnam Large Cap Value R6 Mutual Fund N/A | — | — | — | $2.7M | 13.6% | |
| FID ADV Equity Growth - Z Mutual Fund N/A | — | — | — | $2.6M | 13.1% | |
| Vanguard Intermediate Term Bo Mutual Fund N/A | — | — | — | $1.4M | 6.7% | |
| Amerfunds New Persp R6 Mutual Fund N/A | — | — | — | $1.1M | 5.4% | |
| Vanguard Dev Mkt Index Admira Mutual Fund N/A | — | — | — | $859K | 4.3% | |
| MFS International Growth R6 Mutual Fund N/A | — | — | — | $837K | 4.1% | |
| AmerFunds New World R6 Mutual Fund N/A | — | — | — | $755K | 3.7% | |
| DFA US Targeted Val Port Inst Mutual Fund N/A | — | — | — | $741K | 3.7% | |
| Notes receivable from participants Maturing 2025 - 2035 at interest rates of 3.25% - 9.50% - | — | — | — | $701K | 3.5% | |
| Vanguard Mid Cap Index - ADM Mutual Fund N/A | — | — | — | $627K | 3.1% | |
| MFS Mid Cap Value Fund - R6 Mutual Fund N/A | — | — | — | $541K | 2.7% | |
| T Rowe Price Small Cap Value Mutual Fund N/A | — | — | — | $534K | 2.6% | |
| Franklin Small Cap Growth R6 Mutual Fund N/A | — | — | — | $534K | 2.6% | |
| Blackrock Midcap Growth EQ K Mutual Fund N/A | — | — | — | $432K | 2.1% | |
| Vanguard Real Estate Index AD Mutual Fund N/A | — | — | — | $421K | 2.1% | |
| Blackrock High Yield Bond K Mutual Fund N/A | — | — | — | $404K | 2.0% | |
| Vanguard Total Intl BD Idx AD Mutual Fund N/A | — | — | — | $377K | 1.9% | |
| METLIFE REL ST VAL 25053-0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $275K | 1.4% | |
| Vanguard GNMA ADM Mutual Fund N/A | — | — | — | $240K | 1.2% | |
| DFA Inflation Prot Sec Inst Mutual Fund N/A | — | — | — | $236K | 1.2% | |
| AmerFunds 2045 Targ Dateret R Mutual Fund N/A | — | — | — | $235K | 1.2% | |
| Amerfunds 2065 Targ Dateret R Mutual Fund N/A | — | — | — | $79K | 0.4% | |
| Vanguard Short Term Inv Gr AD Mutual Fund N/A | — | — | — | $74K | 0.4% | |
| Amerfunds 2060 Targ Dateret R Mutual Fund N/A | — | — | — | $61K | 0.3% | |
| AmerFunds 2040 Targ Dateret R Mutual Fund N/A | — | — | — | $27K | 0.1% | |
| AmerFunds 2050 Targ Dateret R Mutual Fund N/A | — | — | — | $15K | <0.1% | |
| AmerFunds 2030 Targ Dateret R Mutual Fund N/A | — | — | — | $14K | <0.1% | |
| AmerFunds 2055 Targ Dateret R6 Mutual Fund N/A | — | — | — | $7K | <0.1% | |
| AmerFunds 2035 Targ Dateret R Mutual Fund N/A | — | — | — | $4K | <0.1% | |
| AmerFunds 2025 Targ Dateret R Mutual Fund N/A | — | — | — | $3K | <0.1% |