Back to filter
Original filing (PDF)20250815143452NAL0010263571001
RED POINTE ROOFING, LP
Form 5500
FILING_RECEIVED
RED POINTE ROOFING 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
25 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RED POINTE ROOFING, LP.
Plan sponsor
Name
RED POINTE ROOFING, LP
EIN
90-0957014
Address
1814 N. NEVILLE STREET · ORANGE, CA · 92865
Phone
(714) 685-0010
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
2024-09-30
Filed
2025-08-15
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $2K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | INVESTMENT ADVISORY | $10K | — |
Investments
25 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TA LIFEGOAL 2025 BLACKROCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $0 | — |
| PRUDENTIAL TOTAL RTURN BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 602 | Pooled Separate Account | $0 | — |
| VIRTUS CEREDEX MD-CP VAL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | $0 | — |
| SSGA S&P MID CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2050 BLKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2035 BLKROCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2040 BLKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2045 BLKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2055 BLKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | $0 | — |
| AMERICAN FDS GR FD OF AMERICA RT OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 250 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL RET BLACKROCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2060 WITH BLKRCK RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | $0 | — |
| FEDERATED INSTL HI YLD BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 575 | Pooled Separate Account | $0 | — |
| CLEARBRIDGE SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 380 | Pooled Separate Account | $0 | — |
| JPMORGAN EQUITY INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 584 | Pooled Separate Account | $0 | — |
| TA INTL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 669 | Pooled Separate Account | $0 | — |
| TA VANGUARD TOTAL STOCK MKT IDX RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | $0 | — |
| ALLSPRING SPECIAL SM CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 749 | Pooled Separate Account | $0 | — |
| STATE STREET U.S. BOND IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | $0 | — |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 712 | Pooled Separate Account | $0 | — |
| IVY MID CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 515 | Pooled Separate Account | $0 | — |
| BNY MELLO INTL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 528 | Pooled Separate Account | $0 | — |
| DFA U.S.TARGETED VAL PORT RET OPT TRANSAMERICA LIFE INS COM · EIN 39-0989781 / PN 527 | Pooled Separate Account | $0 | — |
| JPMORGAN LARGE CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2030 BLACKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | $0 | — |
Related plans
Other plans using PRIME CAPITAL INVESTMENT ADVISORS
HINES INTERESTS LIMITED PARTNERSHIP
PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP
$873.2M · 2,799 participants
S&B ENGINEERS AND CONSTRUCTORS,LTD.
S & B ENGINEERS AND CONSTRUCTORS, LTD. RETIREMENT SAVINGS PLAN
$589.8M · 4,764 participants
TENNESSEE FARMERS COOPERATIVE
CO-OP PENSION PLAN
$406.0M · 3,289 participants
TENNESSEE FARMERS COOPERATIVE
CO-OP PENSION PLAN
$385.7M · 3,312 participants
DIAMOND OFFSHORE MANAGEMENT COMPANY
DIAMOND OFFSHORE 401(K) PLAN
$377.4M · 948 participants
ENVOY SOLUTIONS, LLC
ENVOY SOLUTIONS RETIREMENT SAVINGS PLAN
$281.7M · 3,808 participants
Similar-size Construction plans
SEEBURGER AND SONS ROOFING INC
SEEBURGER & SONS ROOFING INC 401K PLAN
$0
WESTFALL INC. DBA COAST CONSTRUCTION
WESTFALL INC. DBA COAST CONST 401(K) P/S PLAN
$0
BLUE STAR STEEL INC
BLUE STAR STEEL INC 401K
$0
AUSTIN CONSTRUCTION, INC.
AUSTIN CONSTRUCTION, INC. 401K RETIREMENT SAVINGS PLAN
$0
NEIGHBORHOOD HEATING AND COOLING, LLC
DANIEL HOOD ROOFING SYSTEMS 401(K) PLAN
$0
MASONRY DESIGN, INC.
MASONRY DESIGN, INC. 401(K) PROFIT SHARING PLAN
$0
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B