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Original filing (PDF)20251008155338NAL0003130595001
CATAMOUNT CONSTRUCTORS, INC.
Form 5500
FILING_RECEIVED
CATAMOUNT CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
344
Accounts w/ balance
467
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATAMOUNT CONSTRUCTORS, INC..
Plan sponsor
Name
CATAMOUNT CONSTRUCTORS, INC.
EIN
58-2288306
Address
1527 COLE BOULEVARD, SUITE 100 · LAKEWOOD, CO · 80401
Phone
(303) 679-0087
Industry
Constructionsee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS | 81-3968784 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE | 31-1582098 | — | TPA | $0 | — |
Investments
35 direct securities · 1 pooled fund· $57.2M(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
$29.3M
35 holdings
Pooled Separate Account
$27.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $27.9M | 92.0% | |
| American Funds 2035 T Date | — | — | — | $4.4M | 14.5% | |
| Fidelity 500 Index Fund | — | — | — | $3.5M | 11.5% | |
| American Funds 2055 T Date | — | — | — | $2.4M | 7.8% | |
| American Funds 2040 T Date | — | — | — | $2.1M | 7.0% | |
| American Funds 2030 T Date | — | — | — | $1.9M | 6.3% | |
| American Funds 2050 T Date | — | — | — | $1.7M | 5.8% | |
| American Funds 2045 T Date | — | — | — | $1.5M | 4.9% | |
| Voya Retirement Insurance and Annuity Company** Investment contact - Voya Fixed Account | — | — | — | $1.2M | 4.0% | |
| Mass Investors Grw Stk Fund | — | — | — | $914K | 3.0% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $884K | 2.9% | |
| Vanguard Small-Cap Index Fund | — | — | — | $767K | 2.5% | |
| Baird Aggregate Bond Fund | — | — | — | $757K | 2.5% | |
| American Funds Cap Wld G&I | — | — | — | $747K | 2.5% | |
| Hartford Intl Opport Fd | — | — | — | $729K | 2.4% | |
| American Funds 2025 T Date | — | — | — | $631K | 2.1% | |
| JPMorgan Equity Income Fund | — | — | — | $610K | 2.0% | |
| American Funds 2060 T Date | — | — | — | $569K | 1.9% | |
| American Funds New World | — | — | — | $557K | 1.8% | |
| Vanguard Balanced Index Fund | — | — | — | $535K | 1.8% | |
| Dimensional Fund Advisors Real Estate Secs Port Ins | — | — | — | $433K | 1.4% | |
| Dimensional Fund Advisors US Targeted Vl Port Ins | — | — | — | $339K | 1.1% | |
| PGIM Global Total Return Fund | — | — | — | $301K | 1.0% | |
| American Funds 2065 T Date | — | — | — | $296K | 1.0% | |
| American Century Mid Cap Value Fund | — | — | — | $241K | 0.8% | |
| PGIM High Yield Fund | — | — | — | $233K | 0.8% | |
| BlackRock High Yield Port Ins | — | — | — | $213K | 0.7% | |
| through October 2029 - | — | — | — | $213K | 0.7% | |
| Hartford Balanced Income Fund | — | — | — | $154K | 0.5% | |
| Dimensional Fund Advisors US Small Cap Portfolio Ins | — | — | — | $108K | 0.4% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $95K | 0.3% | |
| American Funds 2020 T Date | — | — | — | $89K | 0.3% | |
| American Funds 2010 T Date | — | — | — | $68K | 0.2% | |
| American Funds 2015 T Date | — | — | — | $51K | 0.2% | |
| Voya** Gv Mny Mkt Fund | — | — | — | $37K | 0.1% | |
| Vanguard Explorer Fund | — | — | — | $22K | <0.1% |