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DE ANZA TILE COMPANY, INC. — DE ANZA TILE EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250929163819NAL0018167986001
DE ANZA TILE COMPANY, INC.
Form 5500
FILING_RECEIVED
DE ANZA TILE EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
50% in single holding
Active participants
85
Accounts w/ balance
137
Plan assets (EOY)
$4.4M
Net assets (EOY)
-$20.5M
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)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DE ANZA TILE COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
DE ANZA TILE COMPANY, INC.
EIN
94-2709028
Address
45755 NORTH PORT LOOP WEST · FREMONT, CA · 94538
Phone
(510) 933-7600
Industry
Construction
see 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
2025-09-29
Pension benefit codes
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $3.8M
(88% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Allocated - 651,318 shares
—
—
$14.9M
$1.9M
43.9%
Unallocated - 648,682 shares
—
—
$23.6M
$1.9M
43.7%
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Knocking points off
Top holding "Allocated - 651,318 shares" is 50% of plan.
Helping the score
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