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Original filing (PDF)20251014200040NAL0001789107001
DISCOVERY BUILDERS, INC.
Form 5500
FILING_RECEIVED
DISCOVERY BUILDERS, INC. 401 K PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
146
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISCOVERY BUILDERS, INC..
Plan sponsor
Name
DISCOVERY BUILDERS, INC.
EIN
68-0406953
Address
3240 STONE VALLEY RD. W · SUITE 2 · ALAMO, CA · 94507
Phone
(925) 682-6419
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
JOHNSTON, GREMAUX & ROSSI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RETAINED BY EMPLOYER | $62K | — |
| AMERIPRISE FINANCIAL SERVICES, INC. | — | MINNEAPOLIS, MN | RETAINED BY EMPLOYER | $0 | — |
Investments
27 direct securities· $11.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amer Cent One Choice 2045 R6 | — | — | — | $2.3M | 20.4% | |
| Vanguard 500 Index Fd Admiral | — | — | — | $1.1M | 9.6% | |
| Amer Cent One Choice 2030 R6 | — | — | — | $976K | 8.8% | |
| T Rowe Price Blue Chip Grth I | — | — | — | $777K | 7.0% | |
| Amer Cent One Choice 2050 R6 | — | — | — | $723K | 6.5% | |
| Vanguard Mid Cap Index Adm | — | — | — | $708K | 6.4% | |
| Amer Cent One Choice 2040 R6 | — | — | — | $542K | 4.9% | |
| Amer Cent One Choice 2055 R6 | — | — | — | $497K | 4.5% | |
| Amer Cent One Choice 2035 R6 | — | — | — | $479K | 4.3% | |
| T Rowe Price Health Sciences I | — | — | — | $467K | 4.2% | |
| PIMCO Short-Term Fund (Inst) 9 Amer Cent One Choice In Ret R6 | — | — | — | $403K | 3.6% | |
| PIMCO Government MMkt Inst | — | — | — | $368K | 3.3% | |
| Amer Fundamental Investors R6 | — | — | — | $296K | 2.7% | |
| BlackRock Total Return Fund | — | — | — | $244K | 2.2% | |
| DFA Int Core Equity Prt Inst | — | — | — | $221K | 2.0% | |
| Janus Henderson Triton N | — | — | — | $192K | 1.7% | |
| May 2025 to June 2035. - | — | — | — | $179K | 1.6% | |
| Oakmark Fund Investor | — | — | — | $150K | 1.3% | |
| Lord Abbett Short Dur Inc R6 | — | — | — | $107K | 1.0% | |
| Amer Cent One Choice 2025 R6 | — | — | — | $84K | 0.8% | |
| JP Morgan Large Growth R6 | — | — | — | $81K | 0.7% | |
| Undiscovered Mgrs Behav Val R6 | — | — | — | $77K | 0.7% | |
| Vanguard Materials Ind Fd Adm | — | — | — | $61K | 0.6% | |
| DFA Emerging Markets (I) | — | — | — | $48K | 0.4% | |
| Vanguard Total Int Idx Adm | — | — | — | $40K | 0.4% | |
| PIMCO Income Fund Inst | — | — | — | $40K | 0.4% | |
| Amer Cent One Choice 2060 R6 | — | — | — | $25K | 0.2% |
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