How big is Dellbrook Construction, LLC's plan?

Dellbrook Construction, LLC's plan reported $30.6M in assets and 210 participants for 2024.

Original filing (PDF)20250625145625NAL0004766643001

Dellbrook Construction, LLC

Name: Dellbrook Construction, LLC — Dellbrook Construction, Form 5500 (2024)
Creator: Dellbrook Construction, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Dellbrook Construction 401(k) Retirement Plan

401(k) retirement plan · Dellbrook Construction, LLC's Dellbrook Construction 401(k) Retirement Plan held $30.6M in plan assets for 210 participants in 2024, with Fidelity as recordkeeper.

Active participants

210

Accounts w/ balance

295

Plan assets (EOY)

$30.6M

Net assets (EOY)

$30.6M

People on this filing

Sandra Parsons signed Dellbrook Construction, LLC's 2024 Form 5500 as plan administrator.

Sandra Parsons — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dellbrook Construction, LLC's EIN is 20-2862860.

EIN 20-2862860

Plan number 001

Plan year 2024

ACK ID 20250625145625NAL0004766643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dellbrook Construction, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dellbrook Construction, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELLBROOK CONSTRUCTION, LLC.

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How this plan invests

This plan

32 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

Plan sponsor

Name

DELLBROOK CONSTRUCTION, LLC

EIN

all filings

Address

ONE ADAMS PLACE · 859 WILLARD ST · QUINCY, MA · 021697482

Phone

(781) 380-1693

Industry

Construction

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

2025-06-25

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$25K	—

Investments

32 direct securities· $30.6M(100% of reported assets)

Common Collective Trusts

$24.9M

14 holdings

Mutual Funds

$4.0M

10 holdings

Common Stocks

$958K

5 holdings

Other securities

$436K

2 holdings

Bonds / Notes

$332K

1 holding

					% of plan
Fidelity Trust Company MF - FID FDM IDX 2045 IPR	Common Collective Trusts	—	—	$4.9M	16.1%
Fidelity Trust Company MF - FID FDM IDX 2035 IPR	Common Collective Trusts	—	—	$2.8M	9.3%
Fidelity Trust Company MF - FID FDM IDX 2030 IPR	Common Collective Trusts	—	—	$2.6M	8.4%
Fidelity Trust Company MF - FID FDM IDX 2055 IPR	Common Collective Trusts	—	—	$2.4M	7.9%
Fidelity Trust Company MF - FID FDM IDX 2050 IPR	Common Collective Trusts	—	—	$2.3M	7.6%
Fidelity Trust Company MF - FID FDM IDX 2060 IPR	Common Collective Trusts	—	—	$2.3M	7.4%
Fidelity Trust Company MF - FID FDM IDX 2040 IPR	Common Collective Trusts	—	—	$2.1M	7.0%
Vanguard MM - VANG VMMR-FED MMKT	Mutual Funds	—	—	$2.1M	6.9%
Fidelity Trust Company MF - FID FDM IDX 2025 IPR	Common Collective Trusts	—	—	$1.6M	5.3%
Fidelity Trust Company MF - FID 500 INDEX	Common Collective Trusts	—	—	$1.5M	5.0%
Fidelity Trust Company MF - FID FDM IDX 2020 IPR	Common Collective Trusts	—	—	$1.0M	3.3%
Fidelity Trust Company MF - FID BLUE CHIP GR K6	Mutual Funds	—	—	$884K	2.9%
Fidelity Trust Company MF - FID FDM IDX 2065 IPR	Common Collective Trusts	—	—	$565K	1.8%
Participant Notes Receivable Interest rates ranging from 4.25% - 9.50%	Bonds / Notes	—	—	$332K	1.1%
Fidelity Trust Company MF - FID MID CAP IDX	Common Collective Trusts	—	—	$332K	1.1%
Capital Group MF - AF NEW PERSPECT R6	Common Stocks	—	—	$276K	0.9%
Black Rock MF - BLKRK MD CP GR EQ K	Other securities	—	—	$253K	0.8%
Capital Group MF - AF BOND FD AMER R6	Common Stocks	—	—	$236K	0.8%
Fidelity Trust Company MF - FID SM CAP IDX	Common Collective Trusts	—	—	$232K	0.8%
Capital Group MF - AF BALANCED R6	Common Stocks	—	—	$225K	0.7%
Vanguard MF - VANG EQUITY INC ADM	Mutual Funds	—	—	$224K	0.7%
Black Rock MF - IS MSCI TOT INTL K	Other securities	—	—	$183K	0.6%
Vanguard MF - VAN REAL EST IDX ADM	Common Collective Trusts	—	—	$167K	0.5%
Vanguard MF - VANG EXPLORER ADM	Mutual Funds	—	—	$157K	0.5%
Vanguard MF - VANG LIFEST GROWTH	Mutual Funds	—	—	$116K	0.4%
Vanguard MF - VANG INTL GROWTH ADM	Mutual Funds	—	—	$114K	0.4%
Capital Group MF - AF NEW WORLD R6	Common Stocks	—	—	$113K	0.4%
The Hartford MF - HTFD STRAT INC R6	Common Stocks	—	—	$108K	0.4%
MFS MF - MFS MID CAP VALUE R6	Mutual Funds	—	—	$104K	0.3%
DFA MF - DFA US TARGET VAL I	Mutual Funds	—	—	$87K	0.3%
Vanguard MF - VANGUARD INTL VALUE	Mutual Funds	—	—	$83K	0.3%
Vanguard MF - VANG WELLESLEY ADM	Mutual Funds	—	—	$76K	0.2%