Back to filter
Original filing (PDF)20250522120124NAL0002239507001
BRANAGH HOLDINGS, INC.
Form 5500-SF
FILING_RECEIVED
BRANAGH DEVELOPMENT 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
27
Accounts w/ balance
33
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 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
100
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 BRANAGH HOLDINGS, INC..
Plan sponsor
Name
BRANAGH HOLDINGS, INC.
EIN
82-3759444
Address
3800 MT. DIABLO BLVD · SUITE 200 · LAFAYETTE, CA · 94549
Phone
(925) 743-9500
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
2025-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
PARADISE CUSTOM KITCHENS, INC.
DOUTRICH HOMES, INC. / PARADISE CUSTOM KITCHENS, INC. 401(K) PLAN
$3.7M · 27 participants
WINDMILLER DESIGN BUILD, INC.
WINDMILLER DESIGN BUILD, INC. 401(K) PROFIT SHARING PLAN
$3.7M · 15 participants
FRYMER DEVELOPMENT, INC.
FRYMER DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN
$3.7M · 26 participants
RA NEMETZ CONSTRUCTION CO INC
RA NEMETZ CONSTRUCTION CO INC 401K PROFIT SHARING PLAN
$3.7M · 3 participants
DORSEY FAMILY HOMES, INC.
DORSEY FAMILY HOMES, INC. 401K PLAN
$3.7M · 4 participants
1-800 HANSONS, LLC
1-800 HANSON'S, LLC 401(K) PLAN
$3.7M · 190 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