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Original filing (PDF)20251014104639NAL0001238419001
ANVIL BUILDERS, INC.
Form 5500
FILING_RECEIVED
ANVIL BUILDERS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
142
Accounts w/ balance
298
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
19 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 ANVIL BUILDERS, INC..
Plan sponsor
Name
ANVIL BUILDERS, INC.
EIN
27-3264836
Address
1550 PARK AVE · EMERYVILLE, CA · 94608
Phone
(415) 285-5000
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JORDAN & ASSOCIATES RETIREMENT SERV | — | SANTA ROSA, CA | CONTRACT ADMIN | $2K | — |
Investments
18 direct securities· $14.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA U.S. Large Cap Equity Institutional Registered Investment Company | — | — | — | $3.6M | 25.0% | |
| DFA U.S. Small Cap Value I Registered Investment Company | — | — | — | $1.9M | 13.7% | |
| Dimensional 2055 Target Dt Rtr Inc Instl Registered Investment Company | — | — | — | $1.4M | 9.8% | |
| DFA U.S. Large Cap Value I Registered Investment Company | — | — | — | $1.4M | 9.7% | |
| DFA International Value I Registered Investment Company | — | — | — | $1.3M | 9.3% | |
| Federated Hermes Government Obl Advisor Registered Investment Company | — | — | — | $764K | 5.4% | |
| DFA International Small Cap Value I Registered Investment Company | — | — | — | $749K | 5.3% | |
| Dimensional 2060 Target Dt Rtr Inc Instl Registered Investment Company | — | — | — | $631K | 4.4% | |
| 1GOVXX FEDERATED HERMES GOVT OBL ADVISOR Mutual Funds | — | — | $477K | $477K | 3.4% | |
| Dimensional 2045 Target Dt Rtr Inc Instl Registered Investment Company | — | — | — | $476K | 3.3% | |
| Dimensional 2050 Target Dt Rtr Inc Instl Registered Investment Company | — | — | — | $435K | 3.1% | |
| DFA Five-Year Global Fixed-Income I Registered Investment Company | — | — | $402K | $402K | 2.8% | |
| Dimensional 2040 Target Dt Rtr Inc Instl Registered Investment Company | — | — | — | $273K | 1.9% | |
| Dimensional 2035 Target Dt Rtr Inc Instl Registered Investment Company | — | — | — | $183K | 1.3% | |
| Participant Loans Various 5.25% - 9.5% | — | — | $65K | $65K | 0.5% | |
| maturing through September 2028 - | — | — | — | $65K | 0.5% | |
| Dimensional 2030 Target Dt Rtr Inc Instl Registered Investment Company | — | — | — | $36K | 0.3% | |
| Dimensional 2025 Target Dt Rtr Inc Instl Registered Investment Company | — | — | — | $5K | <0.1% |