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Original filing (PDF)20251014163437NAL0001688099001
COLT BUILDERS CORP.
Form 5500
FILING_RECEIVED
COLT BUILDERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
252
Accounts w/ balance
104
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
4 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLT BUILDERS CORP..
Plan sponsor
Name
COLT BUILDERS CORP.
EIN
20-0655762
Address
211 WEST 4860 SOUTH · MURRAY, UT · 84107
Phone
(801) 365-0999
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $27K | — |
Investments
30 direct securities · 4 pooled funds· $7.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.7M
30 holdings
Common Collective Trust
$355K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Mutual fund N/A | — | — | — | $1.1M | 15.9% | |
| American Funds 2050 Target Date Mutual fund N/A | — | — | — | $781K | 11.1% | |
| Vanguard Lifestrategy Growth Mutual fund N/A | — | — | — | $538K | 7.6% | |
| Fidelity Blue Chip Growth Mutual fund N/A | — | — | — | $484K | 6.8% | |
| American Funds 2055 Target Date Mutual fund N/A | — | — | — | $440K | 6.2% | |
| American Funds 2040 Target Date Mutual fund N/A | — | — | — | $435K | 6.2% | |
| Nuveen Lifecycle Index 2035 Instl Mutual fund N/A | — | — | — | $373K | 5.3% | |
| BlackRock Russell 1000 Growth Index Common collective fund N/A | — | — | — | $365K | 5.2% | |
| Nuveen Lifecycle Index 2030 Instl Mutual fund N/A | — | — | — | $238K | 3.4% | |
| John Hancock Bond Fund Mutual fund N/A | — | — | — | $236K | 3.3% | |
| BlackRock Mid Cap Equity Index Common collective fund N/A | — | — | — | $220K | 3.1% | |
| Fidelity Advisor Small Cap Mutual fund N/A | — | — | — | $183K | 2.6% | |
| BR EAFE EQUITY IND R CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $145K | 2.1% | |
| BLACKROCK EQUITY INDEX R CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $142K | 2.0% | |
| MFS Global Growth Mutual fund N/A | — | — | — | $142K | 2.0% | |
| MFS Mid Cap Growth Mutual fund N/A | — | — | — | $133K | 1.9% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 4.25% - 9.50% - | — | — | — | $131K | 1.9% | |
| BlackRock High Yield Bond Mutual fund N/A | — | — | — | $121K | 1.7% | |
| American Funds 2060 Target Date Mutual fund N/A | — | — | — | $120K | 1.7% | |
| CMFG Life Stable Value Group annuity contract N/A | — | — | — | $103K | 1.5% | |
| Nuveen Lifecycle Index Ret Income Instl Mutual fund N/A | — | — | — | $76K | 1.1% | |
| Vanguard Lifestrategy Mod Growth Mutual fund N/A | — | — | — | $68K | 1.0% | |
| BlackRock Russell 1000 Value Index Common collective fund N/A | — | — | — | $61K | 0.9% | |
| BR RUSSELL 2000 INDEX CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $56K | 0.8% | |
| Columbia Emerging Markets Bond Mutual fund N/A | — | — | — | $55K | 0.8% | |
| Vanguard Lifestrategy Cons Growth Mutual fund N/A | — | — | — | $54K | 0.8% | |
| Nuveen Lifecycle Index 2025 Instl Mutual fund N/A | — | — | — | $50K | 0.7% | |
| American Funds Capital World Bond Mutual fund N/A | — | — | — | $47K | 0.7% | |
| Ariel Fund Investor Mutual fund N/A | — | — | — | $46K | 0.6% | |
| JPMorgan US Small Company Mutual fund N/A | — | — | — | $33K | 0.5% | |
| Nuveen Lifecycle Index 2020 Instl Mutual fund N/A | — | — | — | $28K | 0.4% | |
| Amer Cent One Choice Vry Cons Inv Mutual fund N/A | — | — | — | $23K | 0.3% | |
| BR U.S. DEBT INDEX R CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $12K | 0.2% | |
| Gsachs Infl Protected R6 Mutual fund N/A | — | — | — | $6K | <0.1% |
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