Back to filter
Original filing (PDF)20251015133352NAL0006253696001
BCCI CONSTRUCTION, LLC
Form 5500
FILING_RECEIVED
BCCI 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
130
Accounts w/ balance
173
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
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 BCCI CONSTRUCTION, LLC.
Plan sponsor
Name
BCCI CONSTRUCTION, LLC
EIN
94-3003692
Address
1160 BATTERY STREET, SUITE 250 · SAN FRANCISCO, CA · 94111
Phone
(415) 817-5100
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRASSI & CO., CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $50K | — |
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | -$8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIFORNIA RETIREMENT PLANS INC. | — | WALNUT CREEK, CA | CONTRACT ADMIN | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER RETIREMENT ADVISORY SERVICE | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
Investments
39 direct securities· $26.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Washington Mutual R4 | — | — | — | $2.9M | 10.9% | |
| Vanguard Mid Cap Index | — | — | — | $2.7M | 10.5% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $2.7M | 10.2% | |
| Fidelity US Sustainability Index | — | — | — | $1.4M | 5.2% | |
| Dimensional Fund DFA Large Cap International I | — | — | — | $1.3M | 4.9% | |
| Great-West Empower Conservative Profile Fund | — | — | — | $927K | 3.5% | |
| Fidelity Advisor Utilities | — | — | — | $924K | 3.5% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $895K | 3.4% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $894K | 3.4% | |
| BlackRock Real Estate Securities | — | — | — | $878K | 3.4% | |
| American Funds American Funds American Balanced R4 | — | — | — | $814K | 3.1% | |
| Great-West Empower Aggressive Profile Fund | — | — | — | $756K | 2.9% | |
| JP Morgan JPMorgan US Equity R6 | — | — | — | $720K | 2.8% | |
| American Funds American Funds New Perspective | — | — | — | $654K | 2.5% | |
| Vanguard 500 Index Admiral | — | — | — | $650K | 2.5% | |
| Invesco International Bond A | — | — | — | $633K | 2.4% | |
| BlackRock Health Sciences Opps Inv | — | — | — | $620K | 2.4% | |
| Janus Henderson Janus Henderson Global Tech | — | — | — | $602K | 2.3% | |
| American Funds American Funds New World Fund R4 | — | — | — | $555K | 2.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $553K | 2.1% | |
| Great-West Life & Fully Benefit-Responsive Investment Annuity Insurance Contract Guaranteed Portfolio Fund, interest Company rate of 1.20% N/A | — | — | — | $502K | 1.9% | |
| Vanguard Target Retirement Income 2050 Inv | — | — | — | $406K | 1.6% | |
| Great-West Empower Mod Cons Profile Fund | — | — | — | $362K | 1.4% | |
| Vanguard Target Retirement Income 2030 Inv | — | — | — | $362K | 1.4% | |
| American Funds American Funds SMALLCAP World R4 | — | — | — | $339K | 1.3% | |
| American Funds American Funds Bond Fund of Amer R6 | — | — | — | $323K | 1.2% | |
| American Funds American Funds Capital World G/I R6 | — | — | — | $288K | 1.1% | |
| Vanguard Target Retirement Income 2060 Inv | — | — | — | $257K | 1.0% | |
| Vanguard Target Retirement Income 2070 Inv | — | — | — | $240K | 0.9% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $234K | 0.9% | |
| Participant Loans Interest rates ranging from 4.25% to 9.5% $-0- | — | — | — | $213K | 0.8% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $212K | 0.8% | |
| Vanguard Target Retirement Income | — | — | — | $100K | 0.4% | |
| American Funds American Funds Gr and Inc | — | — | — | $81K | 0.3% | |
| Great-West Empower SecureFoundation | — | — | — | $73K | 0.3% | |
| American Funds American Funds American Hi | — | — | — | $69K | 0.3% | |
| Vanguard Target Retirement Income 2040 Inv | — | — | — | $42K | 0.2% | |
| American Funds American Funds New Economy R6 | — | — | — | $30K | 0.1% | |
| Fidelity Large Cap Growth Index | — | — | — | $5K | <0.1% |
Related plans
Other plans using CETERA ADVISOR NETWORKS LLC
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
UNIVERSAL GROUP
UNIVERSAL INSURANCE COMPANY PROFIT SHARING AND SAVINGS PLAN
$134.4M · 1,054 participants
MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC.
MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. PROFIT SHARING PLAN
$133.2M · 136 participants
IMMUCOR, INC.
IMMUCOR, INC. 401(K) SAVINGS PLAN
$128.7M · 727 participants
WORLD RESOURCES INSTITUTE
WORLD RESOURCES INSTITUTE PENSION PLAN
$126.8M · 670 participants
APEX COMPANIES, LLC
APEX COMPANIES, LLC 401(K) PLAN
$111.8M · 1,272 participants
Similar-size Construction plans
REMCO, INC.
REMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$26.1M · 629 participants
DAVIS CONSTRUCTORS & ENGINEERS, INC.
DAVIS CONSTRUCTORS & ENGINEERS, INC. 401(K) PROFIT SHARING PLAN
$26.1M · 66 participants
ANDRON CONSTRUCTION CORP.
ANDRON CONSTRUCTION CORP. RETIREMENT PLAN
$26.1M · 34 participants
JOURNEY GROUP COMPANIES
JOURNEY GROUP 401(K) PLAN
$26.1M · 283 participants
WMOG, INC.
THE MOSSER GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
$26.1M · 131 participants
FCL BUILDERS, LLC
FCL BUILDERS, LLC 401(K) PLAN
$26.0M · 264 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