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Original filing (PDF)20251006145724NAL0006748016001
BLACH CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
BLACH CONSTRUCTION COMPANY RETIREMENT PLAN
401(k) retirement plan
Active participants
101
Accounts w/ balance
151
Plan assets (EOY)
$38.8M
Net assets (EOY)
$38.8M
How this plan invests
This plan
39 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 BLACH CONSTRUCTION COMPANY.
Plan sponsor
Name
BLACH CONSTRUCTION COMPANY
EIN
94-2224284
Address
2244 BLACH PLACE SUITE 100 · SAN JOSE, CA · 95131
Phone
(408) 244-7100
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SVCS, LLC | 81-3968784 | — | INVESTMENT ADVISOR | $53K | — |
| SARATOGA RESEARCH & INVESTMENT MMGT | 77-0401310 | — | INVESTMENT ADVISOR | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES | 31-1582098 | — | THIRD PARTY ADMIN | $25K | — |
Investments
39 direct securities· $37.1M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund | — | — | — | $3.2M | 8.3% | |
| Fidelity Advisor Growth Opportunities Fund | — | — | — | $2.9M | 7.4% | |
| Fidelity 500 Index Fund | — | — | — | $2.6M | 6.8% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $2.6M | 6.7% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $2.6M | 6.6% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $2.4M | 6.1% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $1.6M | 4.2% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $1.6M | 4.1% | |
| Empower Investments Fixed Account | — | — | — | $1.6M | 4.0% | |
| Columbia Seligman Technology and Information Fund | — | — | — | $1.4M | 3.7% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $1.4M | 3.6% | |
| American Funds American Balanced Fund | — | — | — | $1.3M | 3.4% | |
| American Funds New Perspective Fund | — | — | — | $1.0M | 2.6% | |
| T. Rowe Price New Horizons Fund | — | — | — | $865K | 2.2% | |
| Victory Sycamore Established Value Fund | — | — | — | $752K | 1.9% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $705K | 1.8% | |
| American Century Large Cap Equity Fund | — | — | — | $691K | 1.8% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $682K | 1.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $651K | 1.7% | |
| Victory Pioneer Bond Fund | — | — | — | $618K | 1.6% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $586K | 1.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $521K | 1.3% | |
| American Funds New World Fund | — | — | — | $511K | 1.3% | |
| T. Rowe Price Dividend Growth Fund | — | — | — | $478K | 1.2% | |
| MassMutual Inflation-Protected and Income Fd | — | — | — | $476K | 1.2% | |
| JP Morgan Mid Cap Growth Fund | — | — | — | $464K | 1.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $460K | 1.2% | |
| American Funds EuroPacific Growth Fund | — | — | — | $431K | 1.1% | |
| Fidelity International Index Fund | — | — | — | $314K | 0.8% | |
| Empower: Participant Loans/Notes receivable from participants | — | — | — | $297K | 0.8% | |
| LLIPA | — | — | $113K | $266K | 0.7% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $250K | 0.6% | |
| American Funds Mortgage Fund | — | — | — | $232K | 0.6% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $221K | 0.6% | |
| Fidelity Freedom Index Income Fund | — | — | — | $184K | 0.5% | |
| DFA U.S. Targeted Value Portfolio | — | — | — | $95K | 0.2% | |
| Victory Pioneer Balanced Fund | — | — | — | $89K | 0.2% | |
| MassMutual High Yield Fund | — | — | — | $64K | 0.2% | |
| MFS International New Discovery Fund | — | — | — | $37K | <0.1% |
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