How big is Barton Malow Holdings LLC's plan?

Barton Malow Holdings LLC's plan reported $313.1M in assets and 1,406 participants for 2024.

Original filing (PDF)20251013151628NAL0003433506001

Barton Malow Holdings LLC

Name: Barton Malow Holdings LLC — Barton Malow Profit, Form 5500 (2024)
Creator: Barton Malow Holdings LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Barton Malow Profit Sharing and Savings Plan

401(k) retirement plan · Barton Malow Holdings LLC's Barton Malow Profit Sharing and Savings Plan held $313.1M in plan assets for 1,406 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,406

Accounts w/ balance

1,671

Plan assets (EOY)

$313.1M

Net assets (EOY)

$313.1M

People on this filing

Valerie Skeltis signed Barton Malow Holdings LLC's 2024 Form 5500 as plan administrator.

Valerie Skeltis — 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

Barton Malow Holdings LLC's EIN is 84-3081538.

EIN 84-3081538

Plan number 001

Plan year 2024

ACK ID 20251013151628NAL0003433506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barton Malow Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barton Malow Holdings LLC's plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTON MALOW HOLDINGS LLC.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

30 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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

BARTON MALOW HOLDINGS LLC

EIN

all filings

Address

26500 AMERICAN DRIVE · SOUTHFIELD, MI · 48034

Phone

(248) 436-5000

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

2025-10-13

Pension benefit codes

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$325	—

Investments

30 direct securities · 1 pooled fund· $308.5M(99% of reported assets)

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.

Mutual Funds

$196.4M

19 holdings

Common Collective Trusts

$102.1M

7 holdings

Other securities

$8.0M

3 holdings

Bonds / Notes

$2.0M

1 holding

Common Collective Trust

1 holding

					% of plan
Fidelity Management Trust Company Fidelity 500 Index Fund	Common Collective Trusts	—	—	$50.8M	16.2%
Vanguard PRIMECAP Fund Admiral Shares	Mutual Funds	—	—	$33.0M	10.5%
Vanguard Windsor II Fund Admiral Shares	Mutual Funds	—	—	$26.4M	8.4%
Vanguard Wellington Fund Admiral Shares	Mutual Funds	—	—	$18.5M	5.9%
Money Market Fund * Fidelity Management Trust Company Fidelity Government Money Market Fund	Mutual Funds	—	—	$17.3M	5.5%
Fidelity Management Trust Company Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$15.9M	5.1%
Capital Research and Management Company American Funds 2050 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$15.8M	5.1%
Capital Research and Management Company American Funds 2045 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$14.3M	4.6%
Fidelity Management Trust Company Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$13.8M	4.4%
Capital Research and Management Company American Funds 2040 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$12.3M	3.9%
Capital Research and Management Company American Funds 2055 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$10.8M	3.4%
Capital Research and Management Company American Funds 2035 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$10.3M	3.3%
Capital Research and Management Company American Funds 2030 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$7.8M	2.5%
Fidelity Management Trust Company Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$7.3M	2.3%
Fuller Thaler FullerThaler Behavioural Sm-Cp Eq R6	Other securities	—	—	$7.0M	2.2%
Fidelity Management Trust Company Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$6.1M	1.9%
Massachusetts Financial Services MFS Research International Fund; Class R6 Shares	Mutual Funds	—	—	$5.9M	1.9%
Capital Research and Management Company American Funds 2060 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$5.9M	1.9%
Fidelity Management Trust Company Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$5.8M	1.9%
Capital Research and Management Company American Funds 2025 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$5.1M	1.6%
Capital Research and Management Company American Funds 2010 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$4.6M	1.5%
Capital Research and Management Company American Funds 2065 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$3.8M	1.2%
Fidelity Management Trust Company Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$2.4M	0.8%
Dodge & Cox Dodge & Cox Income Fund Class X	Mutual Funds	—	—	$2.3M	0.7%
Participant Loans Notes receivable from (participant loans bearing interest at rates 3.25% - 8.50%	Bonds / Notes	—	—	$2.0M	0.6%
Capital Research and Management Company American Funds 2020 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.4M	0.4%
Eventide Asset Management, LLC Eventide Dividend Opportunities Fund Class I Shares	Other securities	—	—	$851K	0.3%
Bank of New York Mellon Corporation BNY Mellon Appreciation Fund Inc; Class Y	Mutual Funds	—	—	$578K	0.2%
Capital Research and Management Company American Funds 2070 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$317K	0.1%
Cohen & Steers C&S Real Estate Sec Cl Z	Other securities	—	—	$152K	<0.1%
VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024	Common Collective Trust	—	—	$0	<0.1%