· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROVELLI CONSTRUCTION INC — BROVELLI CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260128122059NAL0004191875001
BROVELLI CONSTRUCTION INC
Form 5500-SF
FILING_RECEIVED
BROVELLI CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 2.4 mo
Active participants
11
Accounts w/ balance
9
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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
90
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
BROVELLI CONSTRUCTION INC
.
Find decision makers
Plan sponsor
Name
BROVELLI CONSTRUCTION INC
EIN
47-0934348
Address
9 SAINT JAMES CT · ORINDA, CA · 945631113
Phone
(925) 258-5000
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
2026-01-28
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
LEDNOR CORPORATION T/A GUTTER HELMET SYSTEMS
LEDNOR CORPORATION T/A GUTTER HELMET SYSTEMS 401(K) PLAN
$3.2M · 34 participants
O'NEAL BUILDERS, INC.
O'NEAL BUILDERS, INC. 401(K) PROFIT-SHARING PLAN & TRUST
$3.2M · 4 participants
E & A RESTORATION INC
E & A RESTORATION INC RETIREMENT PLAN
$3.2M · 18 participants
ENVIRONS GROUP, LLC
ENVIRONS GROUP, LLC 401(K) & PROFIT SHARING PLAN
$3.2M · 12 participants
BACHMAN'S ROOFING, BUILDING & REMODELING, INC.
100
Knocking points off
Filed 2.4 months past the 10.5-month grace window.
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.
BACHMAN'S ROOFING, BUILDING & REMODELING, INC. 401(K) PLAN
$3.2M · 95 participants
FOX & FOXX DEVELOPMENT, LLC
FOX & FOXX DEVELOPMENT, LLC 401(K) PLAN
$3.2M · 19 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
