Jonathan Shaw signed Shaw Brothers Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shaw Brothers Construction, Inc.'s EIN is 01-0350537.
Download the official 2024 Form 5500 (PDF) for Shaw Brothers Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shaw Brothers Construction, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $2K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | CUSTODIAN | $242 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | CUSTODIAN | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF " | Mutual Funds | — | $1.9M | $2.5M | 9.3% | |
| American New Perspectives A Fund " | Other securities | — | $1.2M | $1.7M | 6.3% | |
| American Mutual A Fund " | Other securities | — | $947K | $1.5M | 5.7% | |
| American Capital Inc Builder A Fund " | Common Stocks | — | $1.2M | $1.5M | 5.4% | |
| Vanguard S&P 500 ETF " | Common Collective Trusts | — | $901K | $1.4M | 5.3% | |
| Schwab Treasury Obligation Money Inv Fund Interest-bearing cash account | Mutual Funds | — | $1.3M | $1.3M | 5.0% | |
| American WA Mutual A Fund " | Other securities | — | $860K | $1.2M | 4.5% | |
| MSPBNA Preferred Savings " | Other securities | — | $899K | $899K | 3.3% | |
| American New World A Fund " | Other securities | — | $786K | $759K | 2.8% | |
| American Fundamental Inv A Fund " | Other securities | — | $399K | $625K | 2.3% | |
| Janus Henderson European Focused I Fund Mutual fund | Mutual Funds | — | $600K | $601K | 2.2% | |
| Morgan Stanley Private Bank " | Other securities | — | $469K | $469K | 1.7% | |
| Vanguard Small Cap Value ETF " | Mutual Funds | — | $400K | $453K | 1.7% | |
| Pacer US Cash Cows 100 ETF Exchange traded fund | Cash / Money Market | — | $304K | $308K | 1.1% | |
| Northern Illinois 2/15/28 " | Other securities | — | $266K | $262K | 1.0% | |
| BMW Bank of North America 3/17/27 " | Other securities | — | $248K | $255K | 0.9% | |
| PNC Bank 11/1/25 " | Other securities | — | $250K | $249K | 0.9% | |
| Prudential Financial 11/15/29 " | Other securities | — | $249K | $244K | 0.9% | |
| Discover Bank 8/24/26 " | Other securities | — | $240K | $243K | 0.9% | |
| CIBC Bank USA 3/24/26 " | Other securities | — | $240K | $242K | 0.9% | |
| Thermo Gisher Scientific 8/10/30 " | Other securities | — | $245K | $242K | 0.9% | |
| American Amcap " | Other securities | — | $211K | $242K | 0.9% | |
| Southern First Bank 5/26/25 " | Other securities | — | $240K | $242K | 0.9% | |
| Pinnacle Bank 5/8/25 " | Other securities | — | $240K | $240K | 0.9% | |
| Valleystar Credit Union 11/16/27 " | Other securities | — | $230K | $236K | 0.9% | |
| Amerant Bank 3/23/26 " | Other securities | — | $230K | $232K | 0.9% | |
| US Bancorp 6/1/26 " | Common Stocks | — | $211K | $207K | 0.8% | |
| GreenState Credit Union 8/29/28 " | Other securities | — | $200K | $207K | 0.8% | |
| Cummins Inc. 2/15/27 " | Common Stocks | — | $210K | $207K | 0.8% | |
| Numerica Credit Union 12/29/27 " | Other securities | — | $200K | $205K | 0.8% | |
| Customers Bank 6/27/28 " | Other securities | — | $200K | $205K | 0.8% | |
| UBS AG London 9/11/28 " | Common Stocks | — | $205K | $205K | 0.8% | |
| Valley National Bank 6/24/27 " | Other securities | — | $200K | $204K | 0.8% | |
| Toyota Motor Credit Corp 9/11/28 " | Common Stocks | — | $199K | $203K | 0.7% | |
| Sallie Mae Bank 7/26/27 " | Other securities | — | $203K | $203K | 0.7% | |
| American Express 3/23/26 Certificate of deposit | Other securities | — | $200K | $202K | 0.7% | |
| BHP Billiton Finance USA 9/8/28 " | Other securities | — | $197K | $202K | 0.7% | |
| Global Federal Credit Union 5/12/26 " | Other securities | — | $200K | $201K | 0.7% | |
| John Deer Capital 3/3/26 " | Other securities | — | $202K | $201K | 0.7% | |
| City National Bank 11/24/25 " | Other securities | — | $200K | $201K | 0.7% | |
| American Honda Finance 3/12/27 " | Other securities | — | $200K | $200K | 0.7% | |
| Eagle Bank 1/21/25 " | Other securities | — | $200K | $200K | 0.7% | |
| Cigna Group 5/15/29 " | Common Stocks | — | $201K | $200K | 0.7% | |
| IBM Corp 7/27/25 " | Common Stocks | — | $200K | $199K | 0.7% | |
| Bank of America 3/3/26 " | Other securities | — | $199K | $199K | 0.7% | |
| John Deer Capital 9/15/27 " | Other securities | — | $196K | $198K | 0.7% | |
| Gilead Sciences Inc 3/1/26 " | Common Stocks | — | $199K | $198K | 0.7% | |
| Bank of Montreal 11/27/29 " | Other securities | — | $200K | $197K | 0.7% | |
| Comcast Corp 3/1/26 " | Common Stocks | — | $188K | $197K | 0.7% | |
| Toronto Dominion 9/11/25 " | Other securities | — | $178K | $195K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
