Kerri Dutra-Kelly signed Timberline Construction Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Timberline Construction Corp.'s EIN is 04-3454516.
Download the official 2024 Form 5500 (PDF) for Timberline Construction Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Timberline Construction Corp.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PENSION CONSULTANTS LLC | 81-0776852 | — | ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $2.2M | 14.7% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $1.9M | 13.1% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $1.9M | 12.9% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $1.4M | 9.4% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.4M | 9.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 6.9% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $958K | 6.5% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $758K | 5.1% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $719K | 4.9% | |
| MFS Growth Fund Class R6 | Mutual Funds | — | — | $652K | 4.4% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $389K | 2.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $273K | 1.9% | |
| various dates through December 2029, collateralized by participant's vested account balance. | Other securities | — | — | $208K | 1.4% | |
| BlackRock Equity Dividend Fund Class I | Other securities | — | — | $196K | 1.3% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $112K | 0.8% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $100K | 0.7% | |
| Baron Small Cap Fund | Common Collective Trusts | — | — | $69K | 0.5% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $66K | 0.4% | |
| Invesco Comstock Fund Class R6 | Mutual Funds | — | — | $64K | 0.4% | |
| MGL International Core Equity Fund Class R6 | Other securities | — | — | $59K | 0.4% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $56K | 0.4% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $46K | 0.3% | |
| Virtus Ceredex Mid Cap Value Equity Fund Class R6 | Other securities | — | — | $36K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $32K | 0.2% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $18K | 0.1% | |
| PIMCO Low Duration Fund Institutional Class | Mutual Funds | — | — | $15K | <0.1% | |
| TCW MetWest Total Return Bond Fund | Other securities | — | — | $12K | <0.1% | |
| TCW Select Equities Fund Class I | Other securities | — | — | $11K | <0.1% | |
| PIMCO Real Return Fund Admin | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
