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Original filing (PDF)20250812134133NAL0023055506001
BUILDZOOM INC
Form 5500
FILING_RECEIVED
BUILDZOOM 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holding~93 bps in Sched C fees
Active participants
49
Accounts w/ balance
120
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Wilmington Trust, N.A. MyCompass Index Moderate 2055 Fund Class R" is 26% of plan.
- 93 bps in Schedule C fees — 78% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUILDZOOM INC.
Plan sponsor
Name
BUILDZOOM INC
EIN
46-2466070
Address
548 MARKET STREET · PMB 14554 · SAN FRANCISCO, CA · 94104
Phone
(844) 336-0033
Industry
Information / Tech / Mediasee 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
2025-08-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $20K | — |
| THE HAYS FINANCIAL GROUP, LLC | 41-1931920 | — | SERVICE PROVIDER | $0 | — |
Investments
13 direct securities · 1 pooled fund· $4.5M(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
$2.4M
13 holdings
Pooled Separate Account
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT & INSURANCE ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.1M | 94.8% | |
| Wilmington Trust, N.A. MyCompass Index Moderate 2055 Fund Class R | — | — | — | $1.1M | 51.4% | |
| Wilmington Trust, N.A. MyCompass Index Moderate 2065 Fund Class R | — | — | — | $331K | 15.0% | |
| Wilmington Trust, N.A. MyCompass Index Moderate Return Fund Class R | — | — | — | $215K | 9.7% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | — | — | — | $215K | 9.7% | |
| Wilmington Trust, N.A. MyCompass Index Moderate 2045 Fund Class R | — | — | — | $213K | 9.6% | |
| Wilmington Trust, N.A. MyCompass Index Aggressive 2055 Fund Class R | — | — | — | $190K | 8.6% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund | — | — | — | $67K | 3.1% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $29K | 1.3% | |
| Voya Retirement Insurance and Annuity Company AB Large Cap Growth Fund Z | — | — | — | $6K | 0.3% | |
| Wilmington Trust Funds Small Cap Growth Fund II R1 | — | — | — | $6K | 0.3% | |
| MFS Mid Cap Growth Fd R6 Registered Investment Company | — | — | — | $6K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Fidelity Intl Index Fund | — | — | — | $6K | 0.3% | |
| Wilmington Trust, N.A. MyCompass Index Moderate 2035 Fund Class R | — | — | — | $2K | 0.1% |
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