Andrea White signed Cementation USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cementation USA, Inc.'s EIN is 20-3542645.
Download the official 2024 Form 5500 (PDF) for Cementation USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cementation USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $157K | — |
| EMPOWER ADVISOR GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $34K | — |
| Name | EIN | Location | Relation |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| 3 38 INVESTMENT FIDUCIARIES INC | — | SIMI VALLEY, CA | INVESTMENT ADVISOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADISER | $0 | — |
| MORGAN STANLEY INSURANCE SERVICES I | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES, LLC | — | KANSAS CITY, MO | CONTRACT ADMIN | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.8M | 15.0% | |
| INDEXSELECT MODERATE 2035 FUND CLR6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $4.2M | 10.8% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.8M | 9.8% | |
| INDEXSELECT MODERATE 2045 FUMD CLR6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $3.2M | 8.2% | |
| INDEXSELECT MODERATE RETIRE FD CLR6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.1M | 7.9% | |
| INDEXSELECT MODERATE 2055 FUND CLR6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $2.9M | 7.4% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.6M | 6.6% | |
| Group annuity contract * Empower Annuity Company Key Guaranteed | Common Stocks | — | — | $2.3M | 5.9% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $1.7M | 4.4% | |
| Capital Group American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $1.7M | 4.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.6M | 4.2% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.5M | 4.0% | |
| JP Morgan JPMorgan Global Allocation R6 | Other securities | — | — | $847K | 2.2% | |
| Capital Group American Funds American Balanced R6 | Mutual Funds | — | — | $810K | 2.1% | |
| American Century American Century Focused Intl Gr R6 | Mutual Funds | — | — | $693K | 1.8% | |
| Capital Group American Funds Inflation Linked Bd R6 | Mutual Funds | — | — | $674K | 1.7% | |
| Capital Group American Funds New World R6 | Mutual Funds | — | — | $496K | 1.3% | |
| Participant notes receivable Interest Rate 4.25% - 9.50% | Bonds / Notes | — | — | $358K | 0.9% | |
| MFS Research International R6 | Mutual Funds | — | — | $173K | 0.4% | |
| Dimensional DFA U.S. Vector Equity I | Mutual Funds | — | — | $133K | 0.3% | |
| PGIM US Real Estate R6 | Other securities | — | — | $128K | 0.3% | |
| INDEXSELECT MODERATE 2065 FUMD CLR6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $88K | 0.2% | |
| Franklin Templeton Putnam International Value R6 | Mutual Funds | — | — | $42K | 0.1% | |
| Franklin Templeton Putnam Small Cap Growth R6 | Mutual Funds | — | — | $31K | <0.1% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $9K | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUMD CLR6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
