Original filing (PDF)20251007104543NAL0002393235001

BETHLEHEM CONSTRUCTION, INC.

Name: BETHLEHEM CONSTRUCTION, INC. — BETHLEHEM CONSTRUCTION, INC.401(K) PLAN, Form 5500 (2024)
Creator: BETHLEHEM CONSTRUCTION, INC.

Form 5500

FILING_RECEIVED

BETHLEHEM CONSTRUCTION, INC.401(K) PLAN

401(k) retirement plan

Signals · 1

~270 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$772K

Net assets (EOY)

$772K

How this plan invests

This plan

1 collective trust

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)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETHLEHEM CONSTRUCTION, INC..

Plan sponsor

Name

BETHLEHEM CONSTRUCTION, INC.

EIN

91-1116560

Address

5505 TITCHENAL WAY · CASHMERE, WA · 98815

Phone

(509) 782-1001

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

2025-10-07

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	ADVISOR	$14K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
HUNNEX & SHOEMAKER, INC.	91-1072394	—	NONE	$4K	—
ASSUREDPARTNERS INVESTMENT ADVISORS	45-2712335	—	—	$2K	—
M HOLDINGS SECURITIES, INC.	91-1802259

Investments

1 pooled fund· $0(0% 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.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005	Common Collective Trust	$0	<0.1%

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