VERA Vadeboncoeur signed Fernandes Masonry, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fernandes Masonry, Inc.'s EIN is 04-3377972.
Download the official 2024 Form 5500 (PDF) for Fernandes Masonry, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fernandes Masonry, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| ASCENSUS HOLDINGS, INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $4.3M | 23.6% | |
| EAIC Investment Fixed Account-Series Class VI | Other securities | — | — | $2.6M | 14.5% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $2.5M | 13.7% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $2.0M | 11.0% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $1.7M | 9.4% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $988K | 5.4% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $437K | 2.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $399K | 2.2% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $396K | 2.2% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $292K | 1.6% | |
| various dates through December 2029, collateralized by * Participant Loans participant's vested account balance. | Participant loans | — | — | $274K | 1.5% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $190K | 1.0% | |
| Fidelity International Index | Mutual Funds | — | — | $177K | 1.0% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $139K | 0.8% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $139K | 0.8% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $112K | 0.6% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $105K | 0.6% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $99K | 0.5% | |
| Principal Real Estate Securities FD R6 | Other securities | — | — | $88K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $84K | 0.5% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $69K | 0.4% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $62K | 0.3% | |
| Nuveen Lifecycle Index Retirement Inc R6 | Mutual Funds | — | — | $56K | 0.3% | |
| DFA Inflation Protected Securities I | Mutual Funds | — | — | $50K | 0.3% | |
| PGIM High-Yield R6 | Other securities | — | — | $48K | 0.3% | |
| John Hancock Bond R6 | Other securities | — | — | $43K | 0.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $42K | 0.2% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $24K | 0.1% | |
| Invesco Corporate Bond R6 | Mutual Funds | — | — | $23K | 0.1% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $21K | 0.1% | |
| Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS |
| — |
| SAN RAFEAL, CA |
| INVESTMENT ADVISOR |
| $30K |
| — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLIAGE, CO | INVESTMENT MANAGEMENT | $4K | — |
