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B.A. MORRISON GENERAL CONTRACTOR — B.A. MORRISON GENERAL CONTRACTOR 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250926102032NAL0010004240001
B.A. MORRISON GENERAL CONTRACTOR
Form 5500-SF
FILING_RECEIVED
B.A. MORRISON GENERAL CONTRACTOR 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
12
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
86
/ 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
B.A. MORRISON GENERAL CONTRACTOR
.
Find decision makers
Plan sponsor
Name
B.A. MORRISON GENERAL CONTRACTOR
EIN
94-3229280
Address
2544 CASTRO VALLEY BLVD. · CASTRO VALLEY, CA · 94546
Phone
(510) 538-9817
Industry
Construction
see 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
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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BBI CONSTRUCTION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
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SHAMROCK DEVELOP & CONST INC
SHAMROCK DEVELOP & CONST INC 401(K) PROFIT SHARING PLAN & TRUST
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 12 participants
ESSENTIAL CONSTRUCTION & MAINTEN
ESSENTIAL CONSTRUCTION MAINTENANCE SERVICES 401K PLAN
$1.0M · 25 participants
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
