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Original filing (PDF)20250711121339NAL0006311521001
AMES CONSTRUCTION
Form 5500
FILING_RECEIVED
AMES CONSTRUCTION BENEFIT PLAN
Health & welfare plan
Signals · 3
~11441 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
3,127
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
-$161K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 11441 bps in Schedule C fees — 21902% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMES CONSTRUCTION.
Plan sponsor
Name
AMES CONSTRUCTION
EIN
41-0871375
Address
2500 COUNTY ROAD 42 W · BURNSVILLE, MN · 55337
Phone
(952) 435-7106
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON MIDWEST | 34-1174529 | — | BROKER | $119K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCBSMN, INC. | 41-0984460 | — | ADMIN FEES | $943K | — |
| CVS/CAREMARK | 05-0340626 | — | ADMIN FEES | $130K | — |
| LYRA HEALTH | 47-2935915 | — | ADMIN FEES | $102K | — |
| RPW SOLUTIONS LLC | 88-1100312 | — | FEES | $73K | — |
| DDMN ASO, LLC | 41-1852523 | — | ADMIN FEES | $58K | — |
| BENECO | 45-5138085 | — | FEES | $30K | — |
| ALERUS | 45-0140105 | — | FEES | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.