How big is Construction Loan Services II, LLC's plan?

Construction Loan Services II, LLC's plan reported $7.6M in assets and 256 participants for 2024.

Original filing (PDF)20250724132842NAL0007154144001

Construction Loan Services II, LLC

Name: Construction Loan Services II, LLC — Construction, Form 5500 (2024)
Creator: Construction Loan Services II, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Construction Loan Services II, LLC Retirement Trust

401(k) retirement plan · Construction Loan Services II, LLC's Construction Loan Services II, LLC Retirement Trust held $7.6M in plan assets for 256 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

256

Accounts w/ balance

183

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Helen YOON signed Construction Loan Services II, LLC's 2024 Form 5500 as plan administrator.

Helen YOON — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Construction Loan Services II, LLC's EIN is 83-2780659.

EIN 83-2780659

Plan number 001

Plan year 2024

ACK ID 20250724132842NAL0007154144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Construction Loan Services II, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Construction Loan Services II, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSTRUCTION LOAN SERVICES II, LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

CONSTRUCTION LOAN SERVICES II, LLC

EIN

all filings

Address

1019 39TH AVE SE STE 220 · PUYALLUP, WA · 98374

Phone

(206) 267-2650

Industry

Finance & Insurance

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

2025-07-24

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$24K	—

Investments

29 direct securities· $7.5M(98% of reported assets)

Mutual Funds

$5.9M

19 holdings

Common Collective Trusts

$1.1M

5 holdings

Other securities

$444K

4 holdings

U.S. Treasuries

$60K

1 holding

					% of plan
Fidelity Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$994K	13.0%
Fidelity Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$770K	10.1%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$762K	10.0%
Fidelity Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$643K	8.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$623K	8.2%
Fidelity Freedom 2045 Fund Mutual Fund	Mutual Funds	—	—	$622K	8.1%
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$597K	7.8%
Fidelity Freedom 2060 Fund Mutual Fund	Mutual Funds	—	—	$325K	4.3%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$309K	4.1%
AS Special Mid Cap Value Fund Mutual Fund	Other securities	—	—	$301K	3.9%
Fidelity Freedom 2065 Fund Mutual Fund	Mutual Funds	—	—	$170K	2.2%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$168K	2.2%
Janus Henderson Growth and Income Fund Mutual Fund	Mutual Funds	—	—	$155K	2.0%
Fidelity International Capital Appreciation Fund Mutual Fund	Mutual Funds	—	—	$141K	1.9%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$136K	1.8%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$134K	1.8%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$114K	1.5%
Victory Sophus Emerging Markets Fund Mutual Fund	Other securities	—	—	$101K	1.3%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$91K	1.2%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$89K	1.2%
Fidelity Freedom 2025 Fund Mutual Fund	Mutual Funds	—	—	$88K	1.2%
JPMorgan Government Bond Fund Mutual Fund	U.S. Treasuries	—	—	$60K	0.8%
Investments * Fidelity Government Money Market Fund Money Market Mutual Fund	Mutual Funds	—	—	$58K	0.8%
American Century Small Cap Value Fund Mutual Fund	Other securities	—	—	$29K	0.4%
Goldman Sachs Inflation Protected Securities Fund Mutual Fund	Other securities	—	—	$14K	0.2%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$10K	0.1%
Fidelity Freedom 2020 Fund Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Janus Henderson Triton Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Freedom 2070 Fund Mutual Fund 220 * Fidelity Freedom Income Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%