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Original filing (PDF)20231016160826NAL0025367043001
BLUSKY RESTORATION CONTRACTORS, LLC
Form 5500
FILING_RECEIVED
BLUSKY RESTORATION 401(K) PLAN
401(k) retirement plan
Active participants
1,286
Accounts w/ balance
1,018
Plan assets (EOY)
$48.0M
Net assets (EOY)
$48.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 85% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUSKY RESTORATION CONTRACTORS, LLC.
Plan sponsor
Name
BLUSKY RESTORATION CONTRACTORS, LLC
EIN
20-1176170
Address
9110 E. NICHOLS AVE., SUITE 180 · CENTENNIAL, CO · 80112
Phone
(303) 789-4258
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
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)
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 95-1411037 | IRVINE, CA | RECORDKEEPER | $93K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J DEREK LEWIS & ASSOCIATES | — | NEWPORT BEACH, CA | INVESTMENT ADVISOR | $114K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PROFIT SHARING SERVICES | 46-3335003 | LOS ALAMITOS, CA | CONTRACT ADMIN | $51K | — |
Investments
1 pooled fund· $46.7M(97% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MONEY MARKET FUND CAPITAL GROUP RETIREMENT PLAN SERVICES · EIN 52-1309931 / PN 001 | Common Collective Trust | $46.7M | 97.2% |
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