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Original filing (PDF)20250728164251NAL0000925251001
COMSTOCK CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
COMSTOCK CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
35% in single holdingNo recordkeeper disclosed
Active participants
102
Accounts w/ balance
119
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Bell Bank Balanced Fund" is 35% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMSTOCK CONSTRUCTION, INC..
Plan sponsor
Name
COMSTOCK CONSTRUCTION, INC.
EIN
45-0320073
Address
280 SOUTH 11TH STREET · WAHPETON, ND · 58075
Phone
(701) 642-3207
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
2025-07-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BELL BANK | 45-0283315 | — | NONE | $32K | — |
Investments
19 direct securities · 5 pooled funds· $15.1M(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
$9.4M
19 holdings
Common Collective Trust
$5.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BELL BALANCED FUND BELL BANK · EIN 20-1146941 / PN 001 | Common Collective Trust | — | — | $5.3M | 35.3% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $4.0M | 26.3% | |
| Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $2.2M | 14.5% | |
| Vanguard Target Retirement 2030 Fund Investor Shares | — | — | — | $1.0M | 6.9% | |
| Dodge & Cox Income Fund | — | — | — | $582K | 3.9% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $300K | 2.0% | |
| American Funds EuroPacific Growth Fund | — | — | — | $299K | 2.0% | |
| Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $257K | 1.7% | |
| Vanguard Target Retirement 2025 Fund Investor Shares | — | — | — | $212K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Investor Shares | — | — | — | $185K | 1.2% | |
| Vanguard Target Retirement Income Fund Investor Shares | — | — | — | $118K | 0.8% | |
| Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $88K | 0.6% | |
| Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $84K | 0.6% | |
| Vanguard Target Retirement 2070 Fund Investor Shares | — | — | — | $74K | 0.5% | |
| Hartford Small Cap Value Fund | — | — | — | $61K | 0.4% | |
| Vanguard Target Retirement 2045 Fund Investor Shares | — | — | — | $55K | 0.4% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $53K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Investor Shares | — | — | — | $51K | 0.3% | |
| Principal SmallCap Growth Fund I Institutional Class | — | — | — | $41K | 0.3% | |
| MFS Mid Cap Value Fund | — | — | — | $37K | 0.2% | |
| BELL AGGRESIVE GROWTH FUND BELL BANK · EIN 35-2315678 / PN 001 | Common Collective Trust | — | — | $33K | 0.2% | |
| Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $30K | 0.2% | |
| BELL MODERATE GROWTH FUND BELL BANK · EIN 20-1146868 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| BELL INCOME FUND BELL BANK · EIN 35-2315676 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
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