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Original filing (PDF)20250908125601NAL0019468817001
SACHSE CONSTRUCTION & DEVELOPMENT COMPANY, LLC
Form 5500
FILING_RECEIVED
SACHSE CONSTRUCTION & DEVELOPMENT COMPANY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~4300 bps in Sched C feesNo recordkeeper disclosed
Active participants
314
Accounts w/ balance
437
Plan assets (EOY)
$28.3M
Net assets (EOY)
$28.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 4300 bps in Schedule C fees — 14727% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SACHSE CONSTRUCTION & DEVELOPMENT COMPANY, LLC.
Plan sponsor
Name
SACHSE CONSTRUCTION & DEVELOPMENT COMPANY, LLC
EIN
38-3011404
Address
3663 WOODWARD AVENUE · SUITE 500 · DETROIT, MI · 48201
Phone
(248) 647-4200
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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $12.2M | — |
Investments
28 direct securities · 1 pooled fund· $54.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$28.2M
28 holdings
Pooled Separate Account
$26.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $26.7M | 94.3% | |
| Standard Insurance Company T. Rowe Price Retirement I 2055 I | — | — | — | $2.3M | 8.1% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $2.2M | 7.9% | |
| Columbia Contrarian Core Inst Fund | — | — | — | $1.8M | 6.3% | |
| T. Rowe Price Retirement I 2030 I | — | — | — | $1.8M | 6.3% | |
| MFS International Diversification R6 | — | — | — | $1.6M | 5.7% | |
| T. Rowe Price Retirement I 2035 I | — | — | — | $1.6M | 5.6% | |
| Fidelity 500 Index | — | — | — | $1.5M | 5.2% | |
| MFS Value R6 | — | — | — | $1.4M | 5.1% | |
| T. Rowe Price Retirement I 2045 I | — | — | — | $1.3M | 4.6% | |
| Standard Insurance Company Fully benefit-responsive contract - The Standard Stable Asset A | — | — | — | $1.3M | 4.4% | |
| Carillon Eagle MC Growth R6 | — | — | — | $1.0M | 3.6% | |
| T. Rowe Price Retirement I 2040 I | — | — | — | $974K | 3.4% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $962K | 3.4% | |
| Vanguard Int Term Bond Index Admiral | — | — | — | $908K | 3.2% | |
| T. Rowe Price Retirement I 2050 I | — | — | — | $835K | 3.0% | |
| T. Rowe Price Retirement I 2025 I | — | — | — | $829K | 2.9% | |
| T. Rowe Price Retirement I 2015 I | — | — | — | $753K | 2.7% | |
| JPMorgan U.S. Equity R6 | — | — | — | $691K | 2.4% | |
| Vanguard Wellington Admiral | — | — | — | $674K | 2.4% | |
| T. Rowe Price Mid Cap Value | — | — | — | $671K | 2.4% | |
| Voya Small Cap Growth I | — | — | — | $665K | 2.4% | |
| MainStay Large Cap Growth I | — | — | — | $515K | 1.8% | |
| T. Rowe Price Retirement I 2020 I | — | — | — | $511K | 1.8% | |
| American Funds New Perspective R6 | — | — | — | $499K | 1.8% | |
| DFA U.S. Targeted Value Instit | — | — | — | $458K | 1.6% | |
| Participants Participant notes receivable bearing interest rates from 3.25 to 8.50 percent - | — | — | — | $319K | 1.1% | |
| Vanguard Small Cap Index Admiral | — | — | — | $225K | 0.8% | |
| PIMCO Long Duration Total Return | — | — | — | $10K | <0.1% |
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