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Original filing (PDF)20250811081134NAL0003844611001
BUILD A SIGN, LLC
Form 5500
FILING_RECEIVED
BUILD A SIGN LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
309
Accounts w/ balance
263
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
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)
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 BUILD A SIGN, LLC.
Plan sponsor
Name
BUILD A SIGN, LLC
EIN
33-1115440
Address
11525 A STONEHOLLOW DRIVE · SUITE 120 · AUSTIN, TX · 78758
Phone
(512) 685-6805
Industry
Manufacturingsee 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
2025-08-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MAXWELL LOCKE RITTER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GWN SECURITIES, INC | — | PALM BEACH GARDENS, FL | NONE | $34K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $7K | — |
Investments
25 direct securities· $19.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.8M | 15.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.5M | 12.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.2M | 11.5% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.1M | 11.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.2M | 6.5% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.2M | 6.3% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $967K | 5.1% | |
| American Funds New Economy R6 American Funds 0 | — | — | — | $900K | 4.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $884K | 4.7% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $637K | 3.4% | |
| Hartford Dividend & Growth Y Hartford 0 | — | — | — | $528K | 2.8% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $491K | 2.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $453K | 2.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $394K | 2.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $366K | 1.9% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $230K | 1.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $215K | 1.1% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $183K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $179K | 0.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $160K | 0.8% | |
| American Funds Intl Gr & Inc R6 American Funds 0 | — | — | — | $160K | 0.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 421 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $130K | 0.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $47K | 0.3% | |
| PIMCO Total Return Instl PIMCO 0 | — | — | — | $21K | 0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $8K | <0.1% |
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