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Original filing (PDF)20250709103400NAL0007976832001
ELITE PROPERTIES OF AMERICA, INC. DBA CLASSIC COMPANIES
Form 5500
FILING_RECEIVED
THE CLASSIC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
406
Accounts w/ balance
269
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELITE PROPERTIES OF AMERICA, INC. DBA CLASSIC COMPANIES.
Plan sponsor
Name
ELITE PROPERTIES OF AMERICA, INC. DBA CLASSIC COMPANIES
DBA
CLASSIC COMPANIES
EIN
84-1130622
Address
2138 FLYING HORSE CLUB DRIVE · COLORADO SPRINGS, CO · 80921
Phone
(719) 785-3273
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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BIGGS KOFFORD, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $51K | — |
| CORRUNDUM GROUP MANAGEMENT | 84-1207738 | — | NONE | $51K | — |
| ALERUS FINANCIAL N.A. | 45-6062081 | — | NONE | $39K | — |
Investments
32 direct securities· $31.7M(100% of reported assets)
Uncategorized
$31.2M
31 holdings
Mutual Funds
$519K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $4.1M | 12.8% | |
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $3.2M | 10.1% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $3.0M | 9.5% | |
| Vanguard 500 Index Fund - Admiral Mutual fund | — | — | — | $2.8M | 8.7% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $2.4M | 7.5% | |
| American Funds Growth Fund of America R6 Mutual fund | — | — | — | $2.3M | 7.4% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $1.9M | 6.0% | |
| American Funds Europacific Growth R6 Mutual fund | — | — | — | $1.3M | 4.2% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $1.3M | 4.1% | |
| Money market * Alerus Money Market Money market | — | — | — | $1.2M | 3.7% | |
| Franklin Small-Mid Cap Growth R6 Mutual fund | — | — | — | $1.1M | 3.6% | |
| American Funds American Balanced R6 Mutual fund | — | — | — | $1.1M | 3.4% | |
| Dodge and Cox Stock Fund Mutual fund | — | — | — | $931K | 2.9% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $765K | 2.4% | |
| Vanguard Mid-Cap Index Fund - Admiral Mutual fund | — | — | — | $548K | 1.7% | |
| American Beacon Small Cap Value Mutual fund | Mutual Funds | — | — | $519K | 1.6% | |
| SPDR Gold Shares Mutual fund | — | — | — | $500K | 1.6% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $475K | 1.5% | |
| Vanguard Small Cap Index - Admiral Mutual fund | — | — | — | $325K | 1.0% | |
| Dodge & Cox Income Fund Mutual fund | — | — | — | $289K | 0.9% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $286K | 0.9% | |
| T. Rowe Price Growth Stock I Mutual fund | — | — | — | $264K | 0.8% | |
| from February 15, 2025 through October 15, 2029 | — | — | — | $251K | 0.8% | |
| Franklin Gold & Precious Metals Mutual fund | — | — | — | $209K | 0.7% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $202K | 0.6% | |
| American Funds Washington Mutual R6 Mutual fund | — | — | — | $186K | 0.6% | |
| American Funds New World R6 Mutual fund | — | — | — | $113K | 0.4% | |
| Vanguard Target Retirement 2065 Mutual fund | — | — | — | $38K | 0.1% | |
| Vanguard Developed Markets Index Mutual fund | — | — | — | $32K | 0.1% | |
| Carillon Eagle Small Cap Growth Fund Mutual fund | — | — | — | $24K | <0.1% | |
| Templeton Foreign R6 Mutual fund | — | — | — | $13K | <0.1% | |
| Virtus Mid-Cap Value Fund Institutional Mutual fund | — | — | — | $5K | <0.1% |