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Original filing (PDF)20250709170007NAL0003516451002
SUBZERO CONSTRUCTORS, INC.
Form 5500
FILING_RECEIVED
SUBZERO CONSTRUCTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
92% in single holdingNo recordkeeper disclosed
Active participants
148
Accounts w/ balance
193
Plan assets (EOY)
$64.3M
Net assets (EOY)
$63.2M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SubZero Constructors, Inc." is 92% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUBZERO CONSTRUCTORS, INC..
Plan sponsor
Name
SUBZERO CONSTRUCTORS, INC.
EIN
33-0780874
Address
30055 COMERCIO · RANCHO SANTA MARGARITA, CA · 926882106
Phone
(949) 216-9509
Industry
Plumbing, Heating, AC Contractors· 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ROORDA, PIQUET & BESSEE, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $64.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SubZero Constructors, Inc. | — | — | — | $59.2M | 92.0% | |
| Vanguard | — | — | — | $5.1M | 8.0% |
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