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Original filing (PDF)20251014121528NAL0005863682001
ANDERSON PACIFIC ENGINEERING CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
ANDERSON PACIFIC ENGINEERING CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Signals · 3
85% in single holding~107 bps in Sched C feesNo recordkeeper disclosed
Active participants
146
Accounts w/ balance
188
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Sloy, Dahl, Holst Common collective trust fund - Sloy, Dahl, Holst SDH Balanced Fund" is 85% of plan.
- 107 bps in Schedule C fees — 271% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDERSON PACIFIC ENGINEERING CONSTRUCTION, INC..
Plan sponsor
Name
ANDERSON PACIFIC ENGINEERING CONSTRUCTION, INC.
EIN
94-1636147
Address
1370 NORMAN AVENUE · SANTA CLARA, CA · 950542056
Phone
(408) 970-9900
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
2025-10-14
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLOY, DAHL & HOLST, INC. | 93-0989022 | VANCOUVER, WA | NONE | $79K | — |
| CORPORATE PENSION CONSULTANTS | 77-0116716 | LOS GATOS, CA | NONE | $72K | — |
| PLANTE & MORAN PLLC | 38-1498605 | DENVER, CO | NONE | $30K | — |
| CHARLES SCHWAB BANK | 42-1558009 | AUSTIN, TX | NONE | $7K | — |
| CHARLES SCHWAB BANK | 42-1558009 | AUSTIN, TX | NONE | $7K | — |
Investments
2 direct securities · 1 pooled fund· $17.6M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Common Collective Trust
$15.5M
1 holding
Uncategorized
$2.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SLOY, DAHL & HOLST BALANCE CLASS 1 SLOY, DAHL & HOLST, INC. · EIN 93-0989022 / PN 000 | Common Collective Trust | — | — | $15.5M | 85.5% | |
| Charles Schwab Bank Non-Interest Bearing Cash | — | — | $1.5M | $1.5M | 8.3% | |
| Participants Participant notes receivable bearing interest at rates ranging from 5.25 to 10.50 percent - | — | — | $619K | $619K | 3.4% |