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Original filing (PDF)20251008141300NAL0003072003001
SUMMIT MATERIALS LLC
Form 5500
FILING_RECEIVED
SUMMIT MATERIALS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,565
Accounts w/ balance
7,243
Plan assets (EOY)
$468.9M
Net assets (EOY)
$468.9M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT MATERIALS LLC.
Plan sponsor
Name
SUMMIT MATERIALS LLC
EIN
26-4138486
Address
1801 CALIFORNIA STREET, SUITE 3500 · DENVER, CO · 80202
Phone
(720) 633-3012
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $273K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $262K | — |
| BDO USA, LLP | — | GRAND RAPIDS, MI | NONE | $36K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $2K | — |
Investments
34 direct securities· $434.9M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | — | — | — | $58.3M | 12.4% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $43.8M | 9.3% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $34.3M | 7.3% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $33.6M | 7.2% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $32.7M | 7.0% | |
| Vanguard Institutional Index Instl | — | — | — | $28.3M | 6.0% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $18.8M | 4.0% | |
| Empower Annuity Insurance Company of America | — | — | — | $15.6M | 3.3% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $15.2M | 3.2% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $15.0M | 3.2% | |
| Fidelity Advisor International Discv Z | — | — | — | $10.9M | 2.3% | |
| Vanguard International stock Index Admiral | — | — | — | $10.4M | 2.2% | |
| American Funds Income Fund of America R6 | — | — | — | $10.0M | 2.1% | |
| Columbia Dividend Income Instl 3 | — | — | — | $9.9M | 2.1% | |
| Vanguard Small Cap Index Instl | — | — | — | $9.4M | 2.0% | |
| Vanguard Mid Cap Index Ins | — | — | — | $9.1M | 1.9% | |
| Vanguard Bond Market Index Admiral | — | — | — | $8.6M | 1.8% | |
| Pioneer Bond K | — | — | — | $8.4M | 1.8% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $8.4M | 1.8% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $8.1M | 1.7% | |
| Participant Loans | — | — | — | $7.4M | 1.6% | |
| Janus Henderson Triton N | — | — | — | $5.0M | 1.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $4.7M | 1.0% | |
| Pioneer Strategic Income K | — | — | — | $4.2M | 0.9% | |
| American Funds New World R6 | — | — | — | $4.1M | 0.9% | |
| Vanguard Target Retirement Income Inv | — | — | — | $3.7M | 0.8% | |
| BlackRock Inflation Protected Bond K | — | — | — | $3.7M | 0.8% | |
| MFS Mid Cap Value R6 | — | — | — | $3.4M | 0.7% | |
| T. Rowe T. Rowe Price Instl Mid-Cap Equity Gr | — | — | — | $3.2M | 0.7% | |
| Undiscovered Mgrs Behavioral Value R6 | — | — | — | $2.7M | 0.6% | |
| American Century Real Estate R6 | — | — | — | $2.7M | 0.6% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $784K | 0.2% | |
| Various | — | — | — | $661K | 0.1% | |
| Empower Annuity Insurance Company of America | — | — | — | $112K | <0.1% |