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Original filing (PDF)20251015125005NAL0004890977001
BUILDON, INC.
Form 5500
FILING_RECEIVED
BUILDON, INC. RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
28% in single holding
Active participants
90
Accounts w/ balance
176
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Adm Vanguard 0" is 28% of plan.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUILDON, INC..
Plan sponsor
Name
BUILDON, INC.
EIN
22-3128648
Address
1111 SUMMER STREET · SUITE 602A · STAMFORD, CT · 06905
Phone
(203) 344-5515
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GELMAN, ROSENBERG, AND FREEDMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
Investments
28 direct securities · 1 pooled fund· $6.1M(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
$6.1M
28 holdings
Common Collective Trust
$74K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.7M | 28.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $750K | 12.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $703K | 11.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $623K | 10.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $419K | 6.8% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $354K | 5.8% | |
| Vanguard Short-Term Treasury Adm Vanguard 0 | — | — | — | $244K | 4.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $207K | 3.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $203K | 3.3% | |
| DFA U.S. Large Cap Value Portfolio I DFA 0 | — | — | — | $174K | 2.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $133K | 2.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $103K | 1.7% | |
| STANDARD STABLE ASSET FUND STANDARD INSURANCE CO. · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $74K | 1.2% | |
| DFA International Core Eqty 2 Port DFA 0 | — | — | — | $72K | 1.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $70K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $69K | 1.1% | |
| Vanguard Mid-Cap Growth Inv Vanguard 0 | — | — | — | $62K | 1.0% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $31K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $20K | 0.3% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $17K | 0.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $15K | 0.2% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $13K | 0.2% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $12K | 0.2% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $11K | 0.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $10K | 0.2% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $9K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $7K | 0.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $3K | <0.1% | |
| DFA U.S. Vector Equity Inst DFA 0 | — | — | — | $3K | <0.1% |
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