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Original filing (PDF)20250917072004NAL0000252339001
SKYLINE CONSTRUCTION ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
SKYLINE CONSTRUCTION ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
272
Accounts w/ balance
322
Plan assets (EOY)
$36.7M
Net assets (EOY)
$36.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKYLINE CONSTRUCTION ENTERPRISES, INC..
Plan sponsor
Name
SKYLINE CONSTRUCTION ENTERPRISES, INC.
EIN
84-3642337
Address
343 SANSOME ST STE 500 · SAN FRANCISCO, CA · 94104
Phone
(415) 908-1020
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
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $50K | — |
Investments
29 direct securities · 5 pooled funds· $36.9M(100% 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.
Uncategorized
$33.5M
29 holdings
Common Collective Trust
$3.4M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement Fund Registered Investment Company | — | — | — | $5.0M | 13.5% | |
| American Funds 2040 Target Date Retirement Fund Registered Investment Company | — | — | — | $4.6M | 12.6% | |
| American Funds 2035 Target Date Retirement Fund Registered Investment Company | — | — | — | $3.3M | 9.0% | |
| STANDARD CAPITAL PRESERVATION INCOM THE STANDARD · EIN 93-0242990 / PN 000 | Common Collective Trust | — | — | $3.2M | 8.8% | |
| American Funds 2045 Target Date Retirement Fund Registered Investment Company | — | — | — | $3.2M | 8.6% | |
| American Funds 2030 Target Date Retirement Fund Registered Investment Company | — | — | — | $2.7M | 7.4% | |
| American Funds 2050 Target Date Retirement Fund Registered Investment Company | — | — | — | $2.6M | 7.2% | |
| Vanguard 500 Index Fund Admiral Shares Registered Investment Company | — | — | — | $2.5M | 6.9% | |
| Vanguard Growth Index Admiral Shares Registered Investment Company | — | — | — | $2.0M | 5.3% | |
| American Funds 2025 Target Date Retirement Fund Registered Investment Company | — | — | — | $1.1M | 3.0% | |
| PIMCO Total Return Fund Institutional Class Registered Investment Company | — | — | — | $903K | 2.5% | |
| iShares Russell 2000 Small-Cap Index Fund Class K Registered Investment Company | — | — | — | $795K | 2.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares Registered Investment Company | — | — | — | $717K | 2.0% | |
| Participant loans maturing through August 2053 0 | — | — | — | $588K | 1.6% | |
| JPMorgan Global Bond Opportunities Fund Registered Investment Company | — | — | — | $557K | 1.5% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $470K | 1.3% | |
| American Funds 2060 Target Date Retirement Fund Registered Investment Company | — | — | — | $389K | 1.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Registered Investment Company | — | — | — | $384K | 1.0% | |
| MFS Core Equity Registered Investment Company | — | — | — | $366K | 1.0% | |
| Large Cap Value I Guaranteed Investment Contract | — | — | — | $236K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund Registered Investment Company | — | — | — | $219K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $187K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares Registered Investment Company | — | — | — | $154K | 0.4% | |
| American Funds 2020 Target Date Retirement Fund Registered Investment Company | — | — | — | $109K | 0.3% | |
| Small CapGrowth Fund II Fee Class R1 Common Collective Trust | — | — | — | $107K | 0.3% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $107K | 0.3% | |
| International Stock R1 Common Collective Trust | — | — | — | $99K | 0.3% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $99K | 0.3% | |
| Vanguard Mid-Cap Growth Index Admiral Shares Registered Investment Company | — | — | — | $82K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund Registered Investment Company | — | — | — | $71K | 0.2% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $27K | <0.1% | |
| American Funds Capital World Bond Registered Investment Company | — | — | — | $21K | <0.1% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $16K | <0.1% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $0 | <0.1% |