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Original filing (PDF)20250827171516NAL0005078099001
DESILVA GATES CONTRUCTION, LP
Form 5500
FILING_RECEIVED
ODS RETIREMENT PLAN
401(k) retirement plan
Active participants
312
Accounts w/ balance
456
Plan assets (EOY)
$89.6M
Net assets (EOY)
$89.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DESILVA GATES CONTRUCTION, LP.
Plan sponsor
Name
DESILVA GATES CONTRUCTION, LP
EIN
68-0344477
Address
11555 DUBLIN BLVD. · DUBLIN, CA · 94568
Phone
(925) 829-9220
Industry
Constructionsee all
Plan administrator
Name
RETIREMENT PLAN ADMINISTRATIVE COMMITTEE
EIN
68-0344477
City
DUBLIN, CA
Phone
(925) 829-9220
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CUTTONE & MASTRO, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | 23-1945930 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON QUINN AND ASSOCIATES | — | EMERYVILLE, CA | CONTRACT ADMIN | $5K | — |
Investments
26 direct securities · 1 pooled fund· $88.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$81.7M
26 holdings
Common Collective Trust
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $12.1M | 13.5% | |
| Empower Guaranteed Interest Account | — | — | — | $10.5M | 11.7% | |
| JPMorgan Large Cap Growth | — | — | — | $7.9M | 8.8% | |
| GGT FIDELITY INST AM CORE PL FXD IN GREAT GRAY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $6.7M | 7.5% | |
| Vanguard Wellington Fund | — | — | — | $5.9M | 6.6% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $5.7M | 6.4% | |
| American Funds AmerFunds EuroPacific Growth Fund | — | — | — | $5.4M | 6.0% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund | — | — | — | $4.3M | 4.8% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value Fund | — | — | — | $4.0M | 4.5% | |
| Vanguard Small Cap Index Fund | — | — | — | $3.1M | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $2.7M | 3.0% | |
| T. Rowe Price T. Rowe Price Small-Cap Stock Fund | — | — | — | $2.6M | 2.9% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $2.4M | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $1.9M | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $1.6M | 1.8% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $1.6M | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $1.5M | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $1.5M | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $1.5M | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $1.5M | 1.6% | |
| Vanguard Total Intl Stock Index Fund | — | — | — | $1.1M | 1.2% | |
| Notes receivable from Participant 3.25% - 8.50% | — | — | — | $930K | 1.0% | |
| Vanguard Mid Cap Index Fund | — | — | — | $704K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $656K | 0.7% | |
| Federated Kaufmann Small Cap Fund | — | — | — | $569K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $48K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $12K | <0.1% |
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