Madison Demaio signed Ellsworth Construction, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ellsworth Construction, LLC's EIN is 20-1717097.
Download the official 2024 Form 5500 (PDF) for Ellsworth Construction, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ellsworth Construction, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCITES INC USA | 92-5755361 | — | RIA | $308 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 Mutual Funds | Mutual Funds | — | — | $317K | 16.4% | |
| Nuveen Lifecycle Index 2050 Mutual Funds | Mutual Funds | — | — | $261K | 13.6% | |
| Nuveen Lifecycle Index 2040 Mutual Funds | Mutual Funds | — | — | $215K | 11.2% | |
| Nuveen Lifecycle Index 2055 Mutual Funds | Mutual Funds | — | — | $112K | 5.8% | |
| Nuveen Lifecycle Index Ret Inc Mutual Funds ** 143 * Participant Loans Bearing interest at 4.25% - 9.50% | Mutual Funds | — | — | $112K | 5.8% | |
| Parnassus Value Equity Fund Mutual Funds | Other securities | — | — | $112K | 5.8% | |
| Nuveen Large-Cap Growth Index Mutual Funds | Mutual Funds | — | — | $109K | 5.7% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $78K | 4.0% | |
| Nuveen Lifecycle Index 2060 Mutual Funds | Mutual Funds | — | — | $75K | 3.9% | |
| Nuveen Small-Cap Blend Index Mutual Funds | Mutual Funds | — | — | $73K | 3.8% | |
| Vanguard High Dividend Yld Idx Mutual Funds | Common Collective Trusts | — | — | $66K | 3.4% | |
| Fidelity International Index Mutual Funds | Mutual Funds | — | — | $54K | 2.8% | |
| Nuveen Lifecycle Index 2030 Mutual Funds | Mutual Funds | — | — | $53K | 2.8% | |
| PIMCO Income Fund Mutual Funds | Mutual Funds | — | — | $51K | 2.7% | |
| Vanguard Balanced Index Fund Mutual Funds | Common Collective Trusts | — | — | $43K | 2.2% | |
| PIMCO Intl Bond USD-Hedged Mutual Funds | Mutual Funds | — | — | $38K | 2.0% | |
| Vanguard Total Bond Market Idx Mutual Funds | Common Collective Trusts | — | — | $37K | 1.9% | |
| Nuveen Lifecycle Index 2035 Mutual Funds | Mutual Funds | — | — | $31K | 1.6% | |
| Nuveen Lifecycle Index 2020 Mutual Funds | Mutual Funds | — | — | $24K | 1.3% | |
| Nuveen Lifecycle Index 2025 Mutual Funds | Mutual Funds | — | — | $22K | 1.2% | |
| AB High Income Fund Mutual Funds | Other securities | — | — | $17K | 0.9% | |
| Nuveen Lifecycle Index 2065 Mutual Funds | Mutual Funds | — | — | $14K | 0.7% | |
| Floating Rate Income Fund Mutual Funds | Bonds / Notes | — | — | $9K | 0.5% | |
| Cash Interest Bearing Cash | Cash / Money Market | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
