· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TOM DEASON BUILDING COMPANY INC — TOM DEASON BUILDING COMPANY INC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714104141NAL0001548720001
TOM DEASON BUILDING COMPANY INC
Form 5500-SF
FILING_RECEIVED
TOM DEASON BUILDING COMPANY INC 401K PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
21
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 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
TOM DEASON BUILDING COMPANY INC
.
Find decision makers
Plan sponsor
Name
TOM DEASON BUILDING COMPANY INC
EIN
46-2664203
Address
26784 VISTA TERRACE · LAKE FOREST, CA · 92630
Phone
(949) 246-9223
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
2025-07-14
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
SCHAEFFER FAMILY HOMES, LLC
SCHAEFFER FAMILY HOMES, LLC CASH BALANCE PENSION PLAN AND TRUST
$1.1M · 14 participants
HABITAT FOR HUMANITY OF DURHAM, INC.
HABITAT FOR HUMANITY OF DURHAM, INC. 401(K) PLAN
$1.1M · 33 participants
WESTERN LIVING CONCEPTS
WESTERN LIVING CONCEPTS 401(K) PLAN
$1.1M · 72 participants
KARL LUTZ MONUMENT COMPANY, INC.
KARL LUTZ MONUMENT COMPANY, INC. 401(K) PLAN
$1.1M · 8 participants
A & G RESIDENTIAL LLC
A & G RESIDENTIAL LLC 401(K) PLAN
80
Knocking points off
53% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 15 participants
WILSON HOMES, INC.
WILSON HOMES, INC.401(K) PLAN
$1.1M · 4 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
