Original filing (PDF)20251007151318NAL0004770177001

UMBRIA BUILDERS, LLC

Name: UMBRIA BUILDERS, LLC — UMBRIA BUILDERS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: UMBRIA BUILDERS, LLC

Form 5500-SF

FILING_RECEIVED

UMBRIA BUILDERS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UMBRIA BUILDERS, LLC.

Plan sponsor

Name

UMBRIA BUILDERS, LLC

EIN

46-1595670

Address

1490 SOUTH PRICE ROAD · SUITE 215 · CHANDLER, AZ · 85286

Phone

(602) 399-2856

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

BIZAL BUILT, INC.

BIZAL BUILT, INC. 401(K) SAVINGS

$2.1M · 3 participants

RIVER VIEW CONSTRUCTION, INC.

RIVER VIEW CONSTRUCTION, INC. OPERATORS 401(K) PLAN

$2.1M · 65 participants

BRUDER CONSTRUCTION, INC.

BRUDER CONSTRUCTION PROFIT SHARING 401(K) PLAN

$2.1M · 15 participants

OSTMO CONSTRUCTION

OSTMO CONSTRUCTION 401(K) PLAN

$2.1M · 15 participants

RED POINT DEVELOPMENT, INC.

RED POINT DEVELOPMENT 401(K) PLAN

$2.1M · 8 participants