· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERKELEY DESIGN BUILD, INC. — BERKELEY DESIGN BUILD, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723151435NAL0003633953001
BERKELEY DESIGN BUILD, INC.
Form 5500-SF
FILING_RECEIVED
BERKELEY DESIGN BUILD, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERKELEY DESIGN BUILD, INC.
.
Find decision makers
Plan sponsor
Name
BERKELEY DESIGN BUILD, INC.
EIN
46-0470935
Address
5427 TELEGRAPH AVE STE A · OAKLAND, CA · 94609
Phone
(510) 547-7196
Industry
Construction
see 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
2025-07-23
Pension benefit codes
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)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
SH BUILDERS, LLC
SH BUILDERS, LLC 401(K) PLAN
$1.7M · 9 participants
FORM-UP FOUNDATIONS, LLC
FORM-UP FOUNDATIONS 401(K) PLAN
$1.7M · 70 participants
SHAWN P. BETTEGA CONSTRUCTION, INC.
BETTEGA CONSTRUCTION 401(K) PROFIT SHARING PLAN
$1.7M · 18 participants
BLOCK CONSTRUCTION LLC
BLOCK CONSTRUCTION LLC SAFE HARBOR 401(K) PLAN
$1.7M · 70 participants
C.A. REED CONSTRUCTION
C.A. REED CONSTRUCTION CASH BALANCE PLAN
$1.7M · 8 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
K S K CONSTRUCTION GROUP LLC
K S K CONSTRUCTION GROUP LLC 401(K) PLAN
$1.7M · 40 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
