How big is Specialty Construction, Inc.'s plan?

Specialty Construction, Inc.'s plan reported $25.5M in assets and 117 participants for 2024.

Original filing (PDF)20250718150141NAL0000916323001

Specialty Construction, Inc.

Name: Specialty Construction, Inc. — Specialty Constructio, Form 5500 (2024)
Creator: Specialty Construction, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Specialty Construction, Inc. Retirement Plan

401(k) retirement plan · Specialty Construction, Inc.'s Specialty Construction, Inc. Retirement Plan held $25.5M in plan assets for 117 participants in 2024, with Empower as recordkeeper.

Signals · 1

High average account balance

Active participants

117

Accounts w/ balance

132

Plan assets (EOY)

$25.5M

Net assets (EOY)

$25.5M

Plan identifiers

Specialty Construction, Inc.'s EIN is 77-0443569.

EIN 77-0443569

Plan number 001

Plan year 2024

ACK ID 20250718150141NAL0000916323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Specialty Construction, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Specialty Construction, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (95th percentile).

Plan sponsor

Name

SPECIALTY CONSTRUCTION, INC.

EIN

all filings

Address

645 CLARION COURT · SAN LUIS OBISPO, CA · 93401

Phone

(805) 543-1706

Industry

Construction

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$78K	—
EMPOWER ADVISORY GROUP	—	GREENWOOD VILLAGE, CO	INVEST MNGT	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH EQUITY SERVICES

Investments

35 direct securities· $25.1M(98% of reported assets)

Other securities

$18.3M

26 holdings

Mutual Funds

$3.8M

6 holdings

Common Collective Trusts

$2.7M

2 holdings

Bonds / Notes

$231K

1 holding

					% of plan
T. Rowe Price Retirement 2025 I Fund "	Other securities	—	—	$2.2M	8.7%
Vanguard Total Stock Market Index Admiral Fund "	Common Collective Trusts	—	—	$2.1M	8.1%
Key Guaranteed Portfolio Fund Guaranteed account	Other securities	—	—	$1.9M	7.6%
Harbor Capital Appreciation Retirement Fund "	Other securities	—	—	$1.9M	7.4%
T. Rowe Price Retirement 2050 I Fund "	Other securities	—	—	$1.6M	6.2%
Vanguard Equity Income Fund "	Mutual Funds	—	—	$1.5M	6.0%
Chautauqua International Growth Instl Fund "	Other securities	—	—	$1.3M	5.2%
Baron Growth R6 Fund Mutual fund	Other securities	—	—	$1.2M	4.9%
T. Rowe Price Retirement 2035 I Fund "	Other securities	—	—	$1.1M	4.4%
Vanguard Small Cap Value Index Admiral Fund "	Mutual Funds	—	—	$940K	3.7%
John Hancock Bond R6 Fund "	Other securities	—	—	$932K	3.7%
T. Rowe Price Retirement 2030 I Fund "	Other securities	—	—	$909K	3.6%
John Hancock Disciplined Value Mid Cap R6 Fund "	Other securities	—	—	$822K	3.2%
T. Rowe Price Retirement 2040 I Fund "	Other securities	—	—	$793K	3.1%
Fidelity Emerging Markets K Fund "	Mutual Funds	—	—	$710K	2.8%
Schwab Fdmtl Intl LG Co Index Fund "	Common Collective Trusts	—	—	$662K	2.6%
T. Rowe Price Health Sciences I Fund "	Other securities	—	—	$512K	2.0%
Blackrock Real Estate Securities Instl Fund "	Other securities	—	—	$503K	2.0%
T. Rowe Price Retirement 2045 I Fund "	Other securities	—	—	$470K	1.8%
Neuberger Berman Genesis R6 Fund "	Other securities	—	—	$458K	1.8%
Franklin Utilities R6 Fund "	Mutual Funds	—	—	$370K	1.5%
Harbor Small Cap Value Retirement Fund "	Other securities	—	—	$332K	1.3%
T. Rowe Price Retirement 2065 I Fund "	Other securities	—	—	$248K	1.0%
Empower US Govt Securities Fund Inst Fund "	Other securities	—	—	$240K	0.9%
Participant Loans (5.25% - 10.50%) -	Bonds / Notes	—	—	$231K	0.9%
Fidelity Balanced Fund "	Mutual Funds	—	—	$192K	0.8%
T. Rowe Price Retirement 2060 I Fund "	Other securities	—	—	$167K	0.7%
T. Rowe Price Retirement 2020 I Fund "	Other securities	—	—	$160K	0.6%
BNY Mellon Natural Resources Y Fund "	Other securities	—	—	$144K	0.6%
T. Rowe Price Retirement 2055 I Fund "	Other securities	—	—	$124K	0.5%
Blackrock High Yield Bond Instl Fund "	Other securities	—	—	$121K	0.5%
T. Rowe Price Balanced I Fund "	Other securities	—	—	$60K	0.2%
Vanguard Long-Term Investment-Grade Admiral Fund "	Mutual Funds	—	—	$28K	0.1%
T. Rowe Price Retirement 2010 I Fund "	Other securities	—	—	$26K	0.1%
T. Rowe Price Retirement 2015 I Fund "	Other securities	—	—	$2K	<0.1%