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Original filing (PDF)20250804145407NAL0001378339001
BAYLEY CONSTRUCTION
Form 5500
FILING_RECEIVED
BAYLEY CONSTRUCTION PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
133
Plan assets (EOY)
$27.9M
Net assets (EOY)
$27.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
48 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 BAYLEY CONSTRUCTION.
Plan sponsor
Name
BAYLEY CONSTRUCTION
EIN
91-1764930
Address
8005 S.E. 28TH STREET · MERCER ISLAND, WA · 98040
Phone
(206) 621-8884
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
2025-08-04
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
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
Investments
40 direct securities · 11 pooled funds· $30.2M(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
$27.2M
39 holdings
Common Collective Trust
$2.9M
11 holdings
Mutual Funds
$49K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Small Cap Stock Fund | — | — | — | $2.6M | 9.3% | |
| Dodge & Cox Stock Fund | — | — | — | $2.4M | 8.6% | |
| Vanguard Balanced Index Admiral Fund | — | — | — | $2.3M | 8.4% | |
| T Rowe Price Mid Cap Growth Fund | — | — | — | $2.3M | 8.3% | |
| Growth Fund Growth Fund of America | — | — | — | $2.1M | 7.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.0M | 7.1% | |
| Principal/BlackRock S&P 500 Index CIT N | — | — | — | $1.8M | 6.5% | |
| Vanguard International Growth Fund | — | — | — | $1.7M | 6.0% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.6M | 5.7% | |
| Vanguard Small Cap Value Index Adm Fund | — | — | — | $1.5M | 5.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.3M | 4.5% | |
| Vanguard Federal Money Market Investor Fund | — | — | — | $917K | 3.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $615K | 2.2% | |
| Baron Small Cap Retail Fund | — | — | — | $549K | 2.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $543K | 1.9% | |
| T Rowe Price Blue Chip Growth Fund | — | — | — | $535K | 1.9% | |
| Principal High Yield Instl Fund | — | — | — | $513K | 1.8% | |
| Vanguard Energy Index Fund | — | — | — | $472K | 1.7% | |
| PIMCO Total Return Instl Fund | — | — | — | $469K | 1.7% | |
| PRIN/BR BOND INDEX CIT N SEI TRUST COMPANY · EIN 94-3226244 / PN 001 | Common Collective Trust | — | — | $386K | 1.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $385K | 1.4% | |
| JP Morgan US Equity R6 Fund | — | — | — | $366K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $300K | 1.1% | |
| Vanguard Material Index Adm Fund | — | — | — | $293K | 1.1% | |
| Janus Henderson Growth & Income Fund | — | — | — | $276K | 1.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $265K | 0.9% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $264K | 0.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $257K | 0.9% | |
| Principal/BlackRock S&P Mid Index CIT TR | — | — | — | $194K | 0.7% | |
| Principal/BlackRock S&P 500 Index CIT TR | — | — | — | $166K | 0.6% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $110K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $102K | 0.4% | |
| Principal/BlackRock S&P Mid Index CIT N | — | — | — | $70K | 0.3% | |
| (E) | — | — | — | $67K | 0.2% | |
| Loans to Participants * Plan Participants Notes receivable from participants (interest rates of 4.25% to 9.50% with various maturities) | — | — | — | $67K | 0.2% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $58K | 0.2% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $57K | 0.2% | |
| Vanguard Total Intl Stock Index Adm Fund | — | — | — | $50K | 0.2% | |
| Acadian Emerging Markets Equity Fund | Mutual Funds | — | — | $49K | 0.2% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $47K | 0.2% | |
| Northern Global Real Estate Index | — | — | — | $28K | 0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| PIMCO Real Return/Institutional - TR | — | — | — | $20K | <0.1% | |
| American Funds EuroPacific Gr R6 TR | — | — | — | $20K | <0.1% | |
| (E) | — | — | $50K | $17K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $17K | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| PIMCO High Yield Fund I- TR | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement Income Inv Fund | — | — | — | $4K | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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