Original filing (PDF)20260114212304NAL0016273777001

GHILOTTI CONSTRUCTION HOLDING COMPANY

Name: GHILOTTI CONSTRUCTION HOLDING COMPANY — GHILOTTI CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: GHILOTTI CONSTRUCTION HOLDING COMPANY

Form 5500

FILING_RECEIVED

GHILOTTI CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

93% in single holdingNo recordkeeper disclosed

Active participants

148

Accounts w/ balance

163

Plan assets (EOY)

$29.3M

Net assets (EOY)

-$57.7M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GHILOTTI CONSTRUCTION HOLDING COMPANY.

Plan sponsor

Name

GHILOTTI CONSTRUCTION HOLDING COMPANY

EIN

92-0900075

Address

246 GHILOTTI AVE · SANTA ROSA, CA · 954078152

Phone

(707) 585-1221

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-14

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $29.3M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Unallocated – 7,273,291 Shares	—	—	$86.0M	$27.3M	93.4%
	Company Allocated – 516,009 Shares	—	—	$6.1M	$1.9M	6.6%

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