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Original filing (PDF)20250714145445NAL0000771779001
TRUEBECK CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
TRUEBECK CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
290
Accounts w/ balance
443
Plan assets (EOY)
$58.4M
Net assets (EOY)
$58.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUEBECK CONSTRUCTION, INC..
Plan sponsor
Name
TRUEBECK CONSTRUCTION, INC.
EIN
26-0348421
Address
2855 CAMPUS DRIVE · SUITE 100 · SAN MATEO, CA · 94403
Phone
(650) 227-1957
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
2025-07-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $56K | — |
Investments
32 direct securities · 1 pooled fund· $58.4M(100% 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
$58.2M
32 holdings
Common Collective Trust
$147K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $7.4M | 12.6% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $7.1M | 12.1% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $5.9M | 10.2% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $4.5M | 7.8% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $4.3M | 7.3% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $4.0M | 6.8% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $3.8M | 6.6% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $3.0M | 5.2% | |
| Vanguard Information Technology Index Fund | — | — | — | $2.4M | 4.1% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $2.1M | 3.7% | |
| Fidelity Money Market Retirement Government Fund | — | — | — | $1.8M | 3.0% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $1.4M | 2.4% | |
| Vanguard Small-Cap Index Fund | — | — | — | $1.3M | 2.2% | |
| DFA U.S. Large Cap Value Fund | — | — | — | $1.3M | 2.1% | |
| T. Rowe Price Health Sciences Fund | — | — | — | $919K | 1.6% | |
| MFS International Value Fund | — | — | — | $804K | 1.4% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $759K | 1.3% | |
| Franklin Small Cap Growth Fund | — | — | — | $734K | 1.3% | |
| Vanguard REIT Index Fund | — | — | — | $729K | 1.2% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $699K | 1.2% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $432K | 0.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $425K | 0.7% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $396K | 0.7% | |
| Voya Intermediate Bond Fund | — | — | — | $328K | 0.6% | |
| Invesco International Small-Mid Company Fund | — | — | — | $326K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $307K | 0.5% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $227K | 0.4% | |
| Prudential Jennison Utility Fund | — | — | — | $224K | 0.4% | |
| PIMCO Real Return Fund | — | — | — | $216K | 0.4% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $174K | 0.3% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $160K | 0.3% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $147K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $119K | 0.2% |
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