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Original filing (PDF)20251014083903NAL0005123330001
BLUE MOUNTAIN CONSTRUCTION SERVICES, INC.
Form 5500
FILING_RECEIVED
BLUE MOUNTAIN CONSTRUCTION SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
360
Accounts w/ balance
462
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE MOUNTAIN CONSTRUCTION SERVICES, INC..
Plan sponsor
Name
BLUE MOUNTAIN CONSTRUCTION SERVICES, INC.
EIN
75-3025653
Address
707 ALDRIDGE ROAD, SUITE B · VACAVILLE, CA · 95688
Phone
(707) 451-8111
Industry
Plumbing, Heating, AC Contractors· 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $42K | — |
Investments
18 direct securities · 1 pooled fund· $24.6M(100% 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
$12.7M
18 holdings
Pooled Separate Account
$12.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $12.0M | 91.8% | |
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value * Fidelity Large Cap Growth Index Pooled Separate Accounts | — | — | — | $2.7M | 20.5% | |
| T. Rowe Price Large Cap Value Pooled Separate Accounts | — | — | — | $2.4M | 18.6% | |
| ClearBridge International Growth Account Pooled Separate Accounts | — | — | — | $1.2M | 9.4% | |
| DFA International Value Portfolio Pooled Separate Accounts | — | — | — | $1.2M | 9.3% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Pooled Separate Accounts | — | — | — | $1.1M | 8.5% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Pooled Separate Accounts | — | — | — | $902K | 6.9% | |
| Vanguard Small Cap Value Index Admiral Pooled Separate Accounts | — | — | — | $825K | 6.3% | |
| Minnesota Life General Account Guaranteed Investment Contract | — | — | — | $725K | 5.6% | |
| Vanguard Total International Bond Index Fund Admiral Shares Pooled Separate Accounts | — | — | — | $572K | 4.4% | |
| John Hancock Bond Pooled Separate Accounts | — | — | — | $494K | 3.8% | |
| Securian AM S&P 500 Index Pooled Separate Accounts | — | — | — | $190K | 1.5% | |
| Wellington Disciplined US Equity Pooled Separate Accounts | — | — | — | $85K | 0.7% | |
| Fidelity Real Estate Index Pooled Separate Accounts | — | — | — | $73K | 0.6% | |
| Securian AM Money Market Pooled Separate Accounts | — | — | — | $72K | 0.5% | |
| Vanguard Mid-Cap Growth Index Admiral Pooled Separate Accounts | — | — | — | $41K | 0.3% | |
| T. Rowe Price Small Cap Stock Pooled Separate Accounts | — | — | — | $38K | 0.3% | |
| Pax Global Environmental Markets Fund Institutional Class Pooled Separate Accounts | — | — | — | $13K | 0.1% | |
| Columbia High Yield Bond Institution Pooled Separate Accounts | — | — | — | $11K | <0.1% |
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