· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AZTEC CONSULTANTS — AZTEC CONSULTANTS RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014104221NAL0005518498001
AZTEC CONSULTANTS
Form 5500-SF
FILING_RECEIVED
AZTEC CONSULTANTS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
27
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AZTEC CONSULTANTS
.
Find decision makers
Plan sponsor
Name
AZTEC CONSULTANTS
EIN
68-0262823
Address
2021 OMEGA ROAD, SUITE 200 · SAN RAMON, CA · 94583
Phone
(925) 837-1050
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
STELLAR CONSTRUCTION CO., INC.
STELLAR CONSTRUCTION CO., INC. CASH BALANCE PENSION PLAN
$4.0M · 7 participants
T.U. PARKS CONSTRUCTION COMPANY
T. U. PARKS CONSTRUCTION RETIREMENT PLAN
$4.0M · 31 participants
AMPCO CONTRACTING, INC.
AMPCO CONTRACTING, INC. 401(K) PREVAILING WAGE PLAN
$4.0M · 119 participants
MATHERS CONSTRUCTION CO.
MATHERS CONSTRUCTION CO. 401(K) PLAN
$4.0M · 110 participants
CAMBRO CONSTRUCTION, INC.
CAMBRO CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.0M · 83 participants
SALCO CONSTRUCTION, INC.
SALCO CONSTRUCTION, INC. PROFIT SHARING PLAN AND TRUST
$4.0M · 26 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
