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Original filing (PDF)20250729141400NAL0004862304001

CLAYSTONE CONSTRUCTION, INC.

Form 5500
FILING_RECEIVED
CLAYSTONE CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
140
Accounts w/ balance
116
Plan assets (EOY)
Net assets (EOY)
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
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 CLAYSTONE CONSTRUCTION, INC..
Plan sponsor
Name
CLAYSTONE CONSTRUCTION, INC.
EIN
81-0766628
Address
11840 HIGHWAY 52 · FORT LUPTON, CO · 80621
Phone
(303) 857-7830
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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2A · Age/service weighted or new comparability
2J · 401(k) feature
2T · Default investment account (QDIA)
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
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $91K

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.

InvestmentTypeCurrent value% of plan
RT METLIFE 25053 50
RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001
Common Collective Trust
$68K75.2%
STABLE VALUE FUND R1
GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653
Common Collective Trust
$22K24.8%

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