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Original filing (PDF)20260216123744NAL0006322866001

GLY CONSTRUCTION, INC.

Form 5500
FILING_RECEIVED
GLY CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
183
Accounts w/ balance
272
Plan assets (EOY)
$104.1M
Net assets (EOY)
$104.1M
How this plan invests
This plan
33 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 GLY CONSTRUCTION, INC..
Plan sponsor
Name
GLY CONSTRUCTION, INC.
EIN
91-0817919
Address
14432 SE EASTGATE WAY · #300 · BELLEVUE, WA · 98007
Phone
(425) 451-8877
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-02-16
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
CAPITAL GROUP RETIREMENT PLAN SERVIIRVINE, CARECORDKEEPER$27K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
ROBERT W. BAIRD & CO.39-6037917MILWAUKEE, WIINVESTMENT ADVISOR$75K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
DEFINITI, LLC85-0833363THE WOODLANDS, TXCONTRACT ADMINISTRATOR$16K

Investments

32 direct securities· $101.8M(98% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard 500 Index Fund - Admiral Mutual Fund$9.0M8.6%
American Funds 2050 Trgt Date Retire R6 Mutual Fund$8.9M8.6%
American Funds Washington Mutual R6 Mutual Fund$8.9M8.5%
American Funds Growth Fund Of Amer R6 Mutual Fund$8.7M8.4%
American Funds Eupac R6 Mutual Fund$6.4M6.2%
JPMorgan Large Cap Growth R6 Mutual Fund$5.9M5.7%
American Funds 2045 Trgt Date Retire R6 Mutual Fund$5.9M5.6%
Vanguard Mid Cap Index Adm Mutual Fund$5.3M5.1%
American Funds 2040 Trgt Date Retire R6 Mutual Fund$5.1M4.9%
American Funds New World R6 Mutual Fund$4.0M3.8%
American Funds 2055 Trgt Date Retire R6 Mutual Fund$3.9M3.7%
Vanguard Small Cap Index Fund - Admiral Mutual Fund$3.6M3.5%
American Funds New Economy R6 Mutual Fund$2.7M2.6%
American Funds Income Fund Of America R6 Mutual Fund$2.7M2.6%
American Funds 2035 Trgt Date Retire R6 Mutual Fund$2.4M2.3%
American Funds 2060 Trgt Date Retire R6 Mutual Fund$2.4M2.3%
Vanguard Total Intl Stock Index Admiral Mutual Fund$2.4M2.3%
American Funds 2030 Trgt Date Retire R6 Mutual Fund$2.1M2.1%
American Funds Us Govt Money Market R6 Cash Equivalent$1.7M1.6%
American Funds Invmt Co of America R6 Mutual Fund$1.6M1.5%
American Funds Us Government Sec R6 Mutual Fund$1.3M1.2%
American Funds Fundamental Investors R6 Mutual Fund$1.2M1.1%
American Funds Smallcap World R6 Mutual Fund$1.2M1.1%
American Funds Capital World G/I R6 Mutual Fund$1.0M1.0%
Lord Abbett Short Duration Income R6 Mutual Fund$861K0.8%
Dodge & Cox Income Fund - I Mutual Fund$740K0.7%
American Funds 2065 Trgt Date Retire R6 Mutual Fund$676K0.6%
* Participant Loans Maturities through May 2030, interest rate 7%, secured by vested balance -0-$586K0.6%
Vanguard Total Bond Market Index Admiral Mutual Fund$457K0.4%
American Funds 2025 Trgt Date Retire R6 Mutual Fund$253K0.2%
Ab Global Bond Z Mutual Fund$107K0.1%
American Funds 2020 Target Date Fund R6 Mutual Fund$17K<0.1%

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