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Original filing (PDF)20251217091910NAL0003870161001
BRAVO CONCRETE CONSTRUCTION SERVICES, INC. DBA BRAVO CONCRETE
Form 5500
FILING_RECEIVED
BRAVO CONCRETE CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 3
Late filing · 1.0 mo64% in single holding~130 bps in Sched C fees
Active participants
135
Accounts w/ balance
135
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
96
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- Top holding "Great West Moderate Strategy Fund" is 64% of plan.
- 130 bps in Schedule C fees — 150% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRAVO CONCRETE CONSTRUCTION SERVICES, INC. DBA BRAVO CONCRETE.
Plan sponsor
Name
BRAVO CONCRETE CONSTRUCTION SERVICES, INC. DBA BRAVO CONCRETE
EIN
73-1730834
Address
681 WEST LA CADENA DRIVE · RIVERSIDE, CA · 92501
Phone
(951) 680-9009
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
2025-12-17
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
OZUROVICH & ASSOCIATES, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY BENEFITS GROUP INC. | 87-3709842 | — | INVESTMENT MANAGEMENT | $6K | — |
| NOVE 401(K)ASSOCIATES | — | HOUSTON, TX | INVESTMENT MANAGEMENT | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EGPS INC. | 20-2097762 | NEWYORK, NY | TPA | $2K | — |
Investments
8 direct securities· $2.2M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great West Moderate Strategy Fund | — | — | — | $1.4M | 58.4% | |
| Great West Moderate Aggressive Strategy Fund | — | — | — | $418K | 17.5% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $161K | 6.8% | |
| Great West Small Cap Growth Fund | — | — | — | $81K | 3.4% | |
| with maturity dates through August 2029 0 | — | — | — | $75K | 3.1% | |
| Great West Mid Cap Growth Fund | — | — | — | $56K | 2.3% | |
| PGIM High Yield Fund | — | — | — | $4K | 0.2% | |
| Alliance Bernstein Large Cap Growth Fund | — | — | — | $3K | 0.1% |
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