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Original filing (PDF)20251013162537NAL0001707793001
BORDERLAND CONSTRUCTION COMPANY, INC.
Form 5500
FILING_RECEIVED
BORDERLAND CONSTRUCTION CO., INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
90% in single holdingNo recordkeeper disclosed
Active participants
344
Accounts w/ balance
342
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Current" is 90% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BORDERLAND CONSTRUCTION COMPANY, INC..
Plan sponsor
Name
BORDERLAND CONSTRUCTION COMPANY, INC.
EIN
86-0323497
Address
400 E 38TH ST P.O. BOX 27406 · TUCSON, AZ · 85713
Phone
(520) 623-0900
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REGIER CARR & MONROE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $11K | — |
Investments
2 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Current | — | — | — | $11.4M | 96.7% | |
| Value | — | — | — | $1.3M | 10.9% |
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