· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ZUMWALT CONSTRUCTION, INC. — ZUMWALT CONSTRUCTION, INC. 401K RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250527131217NAL0006057089001
ZUMWALT CONSTRUCTION, INC.
Form 5500-SF
FILING_RECEIVED
ZUMWALT CONSTRUCTION, INC. 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
26
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ZUMWALT CONSTRUCTION, INC.
.
Find decision makers
Plan sponsor
Name
ZUMWALT CONSTRUCTION, INC.
EIN
77-0391018
Address
5520 E. LAMONA · FRESNO, CA · 93727
Phone
(559) 252-1000
Industry
Construction
see 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
2025-05-27
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
ALLEN TEINERT CONSTRUCTION COMPANY
TEINERT CONSTRUCTION 401(K) PLAN
$3.8M · 112 participants
ADI SYSTEMS, INC.
ADI SYSTEMS, INC. 401(K) PLAN
$3.8M · 2 participants
J.E. NOVACK CONSTRUCTION CO.
J.E. NOVACK CONSTRUCTION CO. PROFIT SHARING PLAN
$3.8M · 6 participants
BRENNAN OPERATING INC.
BRENNAN OPERATING INC. 401(K) PLAN AND TRUST
$3.8M · 28 participants
JK2 HOLMES CONSTRUCTORS, LLC
JK2 401(K) PLAN
$3.8M · 25 participants
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LANDMARK CONSTRUCTORS INC.
LANDMARK CONSTRUCTORS RETIREMENT PLAN
$3.8M · 37 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
