Steven Thomas signed HOLT Construction Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HOLT Construction Corp.'s EIN is 13-1758574.
Download the official 2024 Form 5500 (PDF) for HOLT Construction Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HOLT Construction Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | 13-3745616 | — | CONTRACT ADMINISTRATOR | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lfpth Indx 2030 K Fund " | Other securities | — | — | $3.7M | 13.6% | |
| BlackRock Lfpth Indx 2040 K Fund " | Other securities | — | — | $2.6M | 9.7% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $2.5M | 9.2% | |
| BlackRock Lfpth Indx 2050 K Fund " | Other securities | — | — | $2.1M | 7.6% | |
| BlackRock Lfpth Ind Rtrmt K Fund " | Other securities | — | — | $2.0M | 7.3% | |
| BlackRock Lfpth Indx 2035 K Fund " | Other securities | — | — | $1.6M | 5.7% | |
| BlackRock Lfpth Indx 2045 K Fund " | Other securities | — | — | $1.5M | 5.6% | |
| BlackRock Lfpth Indx 2055 K Fund " | Other securities | — | — | $1.4M | 5.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.6% | |
| BlackRock Lfpth Indx 2060 K Fund " | Other securities | — | — | $1.2M | 4.3% | |
| Invesco Discovery Mid Cap Growth Fund " | Mutual Funds | — | — | $909K | 3.3% | |
| iShares MSCI EAFE Int Idx K Fund " | Common Collective Trusts | — | — | $900K | 3.3% | |
| Am Funds New Economy R6 Fund " | Other securities | — | — | $856K | 3.1% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $598K | 2.2% | |
| Fidelity Total Bond K6 Fund Mutual fund | Mutual Funds | — | — | $571K | 2.1% | |
| Participant loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $478K | 1.8% | |
| BlackRock Lfpth Indx 2065 K Fund " | Other securities | — | — | $456K | 1.7% | |
| Columbia Div Income I3 Fund " | Other securities | — | — | $302K | 1.1% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $236K | 0.9% | |
| T. Rowe Price Real Estate I Fund " | Other securities | — | — | $235K | 0.9% | |
| Vanguard Explorer Admiral Fund " | Mutual Funds | — | — | $232K | 0.8% | |
| Fidelity Mid Cap Val Index Fund " | Common Collective Trusts | — | — | $228K | 0.8% | |
| Life Insurance Policies Various Policies | Other securities | — | — | $201K | 0.7% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $144K | 0.5% | |
| DFA US Targeted Value I Fund " | Mutual Funds | — | — | $143K | 0.5% | |
| Invesco Developing Markets Y " | Mutual Funds | — | — | $106K | 0.4% | |
| DFA US Large Cap Value I Fund " | Mutual Funds | — | — | $53K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
