Back to filter
Original filing (PDF)20251012204751NAL0000947872001
CHASSE BUILDING TEAM, INC.
Form 5500
FILING_RECEIVED
CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
267
Accounts w/ balance
283
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
How this plan invests
This plan
25 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHASSE BUILDING TEAM, INC..
Plan sponsor
Name
CHASSE BUILDING TEAM, INC.
EIN
26-0807763
Address
230 S. SIESTA LANE · TEMPE, AZ · 85281
Phone
(480) 425-7777
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC | 74-3257877 | — | ADVISOR | $50K | — |
Investments
25 direct securities· $29.2M(99% of reported assets)
Uncategorized
$23.8M
24 holdings
Mutual Funds
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $5.4M | 18.3% | |
| American Funds American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $3.5M | 11.8% | |
| American Funds American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $2.6M | 8.7% | |
| American Funds American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $2.3M | 7.9% | |
| American Funds American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $2.3M | 7.8% | |
| American Funds American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $2.1M | 7.0% | |
| American Funds American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $1.9M | 6.6% | |
| American Funds American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $1.6M | 5.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $1.3M | 4.4% | |
| Money market fund * Fidelity Investments Fidelity Government Money Market Fund Class K6 | — | — | — | $978K | 3.3% | |
| Self-directed brokerage accounts * Fidelity Brokerage Services Fidelity Brokerage Link | — | — | — | $840K | 2.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $716K | 2.4% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $598K | 2.0% | |
| American Funds American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $548K | 1.9% | |
| BlackRock Shares U.S. Aggregate Bond Index Fund | — | — | — | $512K | 1.7% | |
| American Funds American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $435K | 1.5% | |
| American Funds American Funds The Income Fund of America Class R- | — | — | — | $358K | 1.2% | |
| American Funds American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $297K | 1.0% | |
| Notes receivable from participants May 2036 -0- | — | — | — | $295K | 1.0% | |
| PIMCO Income Institutional Fund | — | — | — | $191K | 0.6% | |
| American Funds American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $122K | 0.4% | |
| Fidelity Investments Fidelity Short-Term Treasury Bond Index Fund | — | — | — | $116K | 0.4% | |
| Fidelity Investments Fidelity Emerging market Index Fund | — | — | — | $80K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities I | — | — | — | $74K | 0.2% | |
| American Funds American Funds Moderate Growth and Income Portfolio | — | — | — | $10K | <0.1% |