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Original filing (PDF)20251008092416NAL0009107120002
BAST HATFIELD CONSTRUCTION, LLC
Form 5500
FILING_RECEIVED
BAST HATFIELD CONSTRUCTION, LLC SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
192
Plan assets (EOY)
$30.6M
Net assets (EOY)
$30.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAST HATFIELD CONSTRUCTION, LLC.
Plan sponsor
Name
BAST HATFIELD CONSTRUCTION, LLC
EIN
27-0649178
Address
1399 CRESCENT VISCHER FERRY RD · CLIFTON PARK, NY · 12065
Phone
(518) 373-2000
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
2025-10-08
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANK NA | 16-1268674 | — | NONE | $78K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $0 | — |
Investments
17 direct securities· $27.2M(89% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Mid Cap Index | — | — | $33K | $5.4M | 17.6% | |
| Dodge & Cox Income Fund | — | — | $51K | $4.5M | 14.7% | |
| Blackrock High Yield K | — | — | $8K | $4.4M | 14.4% | |
| Schwab S&P 500 Index Fund | — | — | $278K | $2.3M | 7.5% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | $872K | $2.2M | 7.1% | |
| Janus Henderson Enterprise Fund | — | — | $13K | $1.5M | 5.0% | |
| JPMorgan Emerging Markets Equity Fund Class R6 | — | — | $35K | $1.4M | 4.5% | |
| American Beacon Small Cap Value R6 | — | — | $881 | $1.0M | 3.4% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares | — | — | $610K | $1.0M | 3.4% | |
| Cohen & Steers Realty Shares | — | — | $81K | $1.0M | 3.3% | |
| Vanguard Mid-Cap Value Index Fund | — | — | $351K | $716K | 2.3% | |
| Schwab Bank Savings | — | — | — | $368K | 1.2% | |
| Notes receivable from participants | — | — | — | $303K | 1.0% | |
| Vanguard Target Retirement 2020 Fund | — | — | $217K | $303K | 1.0% | |
| Vanguard Total International Stock Index - Admiral Shares | — | — | $303K | $303K | 1.0% | |
| Vanguard Small-Cap Index Fund - Admiral Shares | — | — | $716K | $276K | 0.9% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | $512K | $217K | 0.7% |
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