Back to filter
Original filing (PDF)20250728151136NAL0003238544001
JEFF GUNNELL CONSTRUCTION, INC.
Form 5500-SF
FILING_RECEIVED
JEFF GUNNELL CONSTRUCTION, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFF GUNNELL CONSTRUCTION, INC..
Plan sponsor
Name
JEFF GUNNELL CONSTRUCTION, INC.
EIN
94-3363469
Address
9218 BEATTY DRIVE · SACRAMENTO, CA · 95826
Phone
(916) 361-0564
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
2025-07-28
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
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.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
JIM BOWMAN CONSTRUCTION COMPANY, L.P.
JIM BOWMAN CONSTRUCTION COMPANY 401(K) PLAN
$1.2M · 75 participants
PRIME SOUTH OF THE CAROLINAS, LLC
PRIME SOUTH 401(K) PLAN
$1.2M · 16 participants
MCKEE CONSTRUCTION, INC.
MCKEE CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 19 participants
BANES GENERAL CONTRACTORS, INC.
BANES GENERAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 52 participants
CHOICE CONCRETE CONSTRUCTION, INC.
CHOICE CONCRETE CONSTRUCTION, INC. PROFIT SHARING PLAN
$1.2M · 24 participants
ANCOATS, LLC
ANCOATS, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 16 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
