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Original filing (PDF)20250620142832NAL0005860800001

ALLIANCE CUSTOM BUILDERS

Form 5500-SF
FILING_RECEIVED
ALLIANCE CUSTOM BUILDERS INC
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE CUSTOM BUILDERS.
Plan sponsor
Name
ALLIANCE CUSTOM BUILDERS
EIN
68-0480697
Address
PO BOX 2028 · NOVATO, CA · 949482028
Phone
(415) 893-0408
Industry
Constructionsee all
Plan administrator
Name
CHRIS CHAPEK
EIN
39-3560915
City
NOVATO, CA
Phone
(415) 893-0408
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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