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Original filing (PDF)20250715142209NAL0001381427001
WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS
Form 5500
FILING_RECEIVED
WEBCOR BUILDERS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
442
Accounts w/ balance
774
Plan assets (EOY)
$133.6M
Net assets (EOY)
$133.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS.
Plan sponsor
Name
WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS
EIN
20-8399744
Address
2320 BLANDING AVE SUITE 200 · ALAMEDA, CA · 94501
Phone
(510) 748-1900
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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $88K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $60K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON ALLEN LLP | — | PHILADELPHIA, PA | OTHER | $27K | — |
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $21K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $300 | — |
Investments
30 direct securities · 6 pooled funds· $132.8M(99% 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
$122.7M
30 holdings
Common Collective Trust
$10.1M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $17.7M | 13.2% | |
| Fidelity Freedom Index 2035 Premier | — | — | — | $14.7M | 11.0% | |
| Fidelity Freedom Index 2045 Premier | — | — | — | $9.8M | 7.3% | |
| Fidelity Freedom Index 2050 Premier | — | — | — | $9.4M | 7.1% | |
| Fidelity Freedom Index 2040 Premier | — | — | — | $7.6M | 5.7% | |
| Fidelity Freedom Index 2055 Premier | — | — | — | $7.4M | 5.6% | |
| Fidelity Freedom Index 2060 Premier | — | — | — | $6.9M | 5.1% | |
| Fidelity Freedom Index 2030 Premier | — | — | — | $5.3M | 4.0% | |
| MFS Growth Fund | — | — | — | $4.8M | 3.6% | |
| Fidelity Freedom Index 2025 Premier | — | — | — | $4.2M | 3.2% | |
| Fidelity Advisor Technology Z | — | — | — | $4.1M | 3.0% | |
| COTA STREET MANAGED EQUITY ACCUMU GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $3.3M | 2.5% | |
| Empower Life & Annuity Insurance Company EI Fixed Account - Series Class V*** | — | — | — | $3.1M | 2.3% | |
| Blackrock Health Sciences Opportunities Fund | — | — | — | $3.0M | 2.3% | |
| MFS International Intrinsic Value Fund | — | — | — | $2.9M | 2.2% | |
| Victory Sycamore Established Value Fund | — | — | — | $2.7M | 2.0% | |
| Brown Advisory Sustainable Growth Fund | — | — | — | $2.5M | 1.9% | |
| Empower T. Rowe Price Mid Cap Growth Fund | — | — | — | $2.5M | 1.9% | |
| COTA STREET MANAGED BLEND DECUMU GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $2.3M | 1.8% | |
| COTA STREET MANAGED BLEND ACCUMUL GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $2.2M | 1.6% | |
| American Funds Washington Mutual Fund | — | — | — | $2.1M | 1.6% | |
| Loomis Sayles Investment Grade Bond Y | — | — | — | $2.1M | 1.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $1.5M | 1.1% | |
| Fidelity Freedom Index Income Premier | — | — | — | $1.5M | 1.1% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.3M | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $1.2M | 0.9% | |
| IVY Emerging Markets Equity Fund | — | — | — | $1.2M | 0.9% | |
| COTA STREET MANAGED EQUITY DECUMU GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| Calvert Bond Fund | — | — | — | $784K | 0.6% | |
| DFA Global Real Estate Securities Fund | — | — | — | $747K | 0.6% | |
| MassMutual Premier High Yield Fund | — | — | — | $718K | 0.5% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $561K | 0.4% | |
| Fidelity Freedom Index 2065 Premier | — | — | — | $558K | 0.4% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $549K | 0.4% | |
| Nuveen Quant Small Cap Equity R6 | — | — | — | $217K | 0.2% | |
| Franklin Small Cap Value Fund | — | — | — | $109K | <0.1% |
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