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Original filing (PDF)20250903174106NAL0032091890001
LEVEL 10 CONSTRUCTION, LP
Form 5500
FILING_RECEIVED
LEVEL 10 CONSTRUCTION, LP 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
163
Accounts w/ balance
266
Plan assets (EOY)
$35.1M
Net assets (EOY)
$35.1M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Balanced Index Fund Admiral Pooled Separate Account" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVEL 10 CONSTRUCTION, LP.
Plan sponsor
Name
LEVEL 10 CONSTRUCTION, LP
EIN
45-3369524
Address
1050 ENTERPRISE WAY, SUITE 250 · SUNNYVALE, CA · 94089
Phone
(408) 747-5000
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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM CAPITAL MGMT | 94-3018049 | — | NONE | $58K | — |
Investments
20 direct securities · 1 pooled fund· $68.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$35.1M
20 holdings
Pooled Separate Account
$33.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $33.8M | 96.3% | |
| Vanguard Balanced Index Fund Admiral Pooled Separate Account | — | — | — | $10.2M | 29.1% | |
| Fidelity 500 Index Pooled Separate Account | — | — | — | $9.2M | 26.2% | |
| Vanguard Midcap Growth Index Admiral Pooled Separate Account | — | — | — | $1.5M | 4.2% | |
| American Century Mid Cap Value Pooled Separate Account | — | — | — | $1.4M | 4.1% | |
| Vanguard Total Int Stock Index Adm Pooled Separate Account | — | — | — | $1.4M | 3.9% | |
| Vanguard Target Retirement 2030 Pooled Separate Account | — | — | — | $1.3M | 3.7% | |
| Vanguard Target Retirement 2050 Pooled Separate Account | — | — | — | $1.3M | 3.6% | |
| Fidelity Large Cap Growth Index Pooled Separate Account | — | — | — | $1.2M | 3.4% | |
| Vanguard Target Retirement 2060 Pooled Separate Account | — | — | — | $1.1M | 3.2% | |
| Vanguard Target Retirement 2040 Pooled Separate Account | — | — | — | $1.0M | 2.9% | |
| Vanguard Small Cap Index Admiral Pooled Separate Account | — | — | — | $984K | 2.8% | |
| AUL Stable Value Account Insurance Co. General Account*** | — | — | — | $875K | 2.5% | |
| DFA Real Estate Securities Pooled Separate Account | — | — | — | $680K | 1.9% | |
| Janus Henderson Balanced Fund Class N Pooled Separate Account | — | — | — | $656K | 1.9% | |
| Vanguard High-Yield Corp Admiral Pooled Separate Account | — | — | — | $473K | 1.3% | |
| Goldmansachs Money Market Government R6 Pooled Separate Account | — | — | — | $431K | 1.2% | |
| maturing through June 2043 - | — | — | — | $418K | 1.2% | |
| Vanguard Midcap Value Index Admiral Pooled Separate Account | — | — | — | $385K | 1.1% | |
| BNY Mellon Bond Market Index Fund I Pooled Separate Account | — | — | — | $377K | 1.1% | |
| Vanguard Target Retirement 2020 Pooled Separate Account | — | — | — | $202K | 0.6% |