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SACRAMENTO BUILDERS EXCHANGE, INC. — SRBX RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250903141043NAL0015452481001
SACRAMENTO BUILDERS EXCHANGE, INC.
Form 5500-SF
FILING_RECEIVED
SRBX RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
31
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SACRAMENTO BUILDERS EXCHANGE, INC.
.
Find decision makers
Plan sponsor
Name
SACRAMENTO BUILDERS EXCHANGE, INC.
EIN
94-0824560
Address
5370 ELVAS AVE. · SACRAMENTO, CA · 95819
Phone
(916) 442-8991
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
PNP FINANCIAL INC.
EIN
85-1917457
City
ROSEVILLE, CA
Phone
(916) 600-1892
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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WASHINGTON STATE ASSOCIATION OF COUNTIES
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 28% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WASHINGTON STATE ASSOCIATION OF COUNTIES 401(K) PROFIT SHARING PLAN
$1.7M · 18 participants
DEL MESA CARMEL COMMUNITY ASSOCIATION, INC
DEL MESA CARMEL COMMUNITY ASSOCIATION INC. 401(K) PLAN
$1.7M · 23 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
