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Original filing (PDF)20250825163640NAL0003997827001
NOVO CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
NOVO CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
209
Accounts w/ balance
210
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
79
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Charles Schwab & Co., Inc. Self-Directed Brokerage Accounts" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVO CONSTRUCTION, INC..
Plan sponsor
Name
NOVO CONSTRUCTION, INC.
EIN
91-2100953
Address
1460 O'BRIEN DRIVE · MENLO PARK, CA · 94025
Phone
(650) 470-1500
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
2025-08-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSEST MANAGEMENT INC | 36-4319587 | — | NONE | $3K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $314 | — |
Investments
28 direct securities· $28.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab & Co., Inc. Self-Directed Brokerage Accounts | — | — | — | $11.9M | 42.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $3.4M | 12.0% | |
| Charles Schwab & Co., Inc. S&P 500 Index Fund | — | — | — | $3.0M | 10.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.6M | 9.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.4M | 4.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.1M | 4.0% | |
| Vanguard Value Index Fund | — | — | — | $487K | 1.7% | |
| Vanguard Wellesley Income Admiral Fund | — | — | — | $403K | 1.4% | |
| Vanguard Mid Cap Index Fund | — | — | — | $396K | 1.4% | |
| Harbor Capital Appreciation Fund | — | — | — | $371K | 1.3% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $368K | 1.3% | |
| Vanguard Total International Stock Index Fund | — | — | — | $346K | 1.2% | |
| Vanguard Small Cap Index Fund | — | — | — | $301K | 1.1% | |
| American Funds American Balanced Fund | — | — | — | $283K | 1.0% | |
| PIMCO Income Fund Institutional Fund | — | — | — | $279K | 1.0% | |
| American Funds Capital Income Builder Fund | — | — | — | $278K | 1.0% | |
| Invesco Oppenheimer Discovery Fund | — | — | — | $260K | 0.9% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $159K | 0.6% | |
| Vanguard International Growth Fund | — | — | — | $132K | 0.5% | |
| Alliance Bernstein Global Bond Fund | — | — | — | $126K | 0.4% | |
| Vanguard Inflation Protected Securities Fund | — | — | — | $119K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $113K | 0.4% | |
| PGIM Jennison Mid Cap Growth R6 | — | — | — | $86K | 0.3% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | — | — | — | $74K | 0.3% | |
| Undiscovered Managers Behavioral Value Fund | — | — | — | $62K | 0.2% | |
| American Beacon International Equity Fund | — | — | — | $48K | 0.2% | |
| Fidelity Advantage Total Bond FS CL Z | — | — | — | $32K | 0.1% | |
| Charles Schwab & Co., Inc. Schwab Bank Savings | — | — | — | $25K | <0.1% |