Tammy McDonald signed SHEA, CARR & Jewell, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SHEA, CARR & Jewell, Inc.'s EIN is 20-4834444.
Download the official 2024 Form 5500 (PDF) for SHEA, CARR & Jewell, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SHEA, CARR & Jewell, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | — | $2.2M | 18.5% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $1.6M | 13.6% | |
| T. Rowe Price Target 2065 Fd | Other securities | — | — | $1.2M | 10.5% | |
| Participant Loans | Participant loans | — | — | $1.2M | 10.4% | |
| T. Rowe Price Target 2020 Fund | Other securities | — | — | $1.0M | 8.9% | |
| T. Rowe Price Target 2045 Fund | Other securities | — | — | $698K | 5.9% | |
| T. Rowe Price Target 2040 Fund | Other securities | — | — | $646K | 5.5% | |
| T. Rowe Price Target 2055 Fund | Other securities | — | — | $587K | 5.0% | |
| T. Rowe Price Target 2050 Fund | Other securities | — | — | $512K | 4.4% | |
| T. Rowe Price Target 2035 Fund | Other securities | — | — | $286K | 2.4% | |
| T. Rowe Price Target 2005 Fund | Other securities | — | — | $233K | 2.0% | |
| T. Rowe Price Target 2010 Fund | Other securities | — | — | $185K | 1.6% | |
| T. Rowe Price Rtmt Bal Fund | Other securities | — | — | $180K | 1.5% | |
| T. Rowe Price Target 2015 Fund | Other securities | — | — | $167K | 1.4% | |
| T. Rowe Price Equity Income Fd | Other securities | — | — | $148K | 1.3% | |
| T. Rowe Price Target 2060 Fund | Other securities | — | — | $138K | 1.2% | |
| T. Rowe Price Short Term Bond | Other securities | — | — | $112K | 1.0% | |
| T. Rowe Price Target 2030 Fund | Other securities | — | — | $94K | 0.8% | |
| Calvert Balanced I Fund | Other securities | — | — | $91K | 0.8% | |
| PIMCO Total Return Instl Fund | Mutual Funds | — | — | $83K | 0.7% | |
| T. Rowe Price Target 2025 Fund | Other securities | — | — | $77K | 0.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $69K | 0.6% | |
| Principal Fixed Inc Guar Option | Common Stocks | — | — | $51K | 0.4% | |
| PGIM Jennison Md Cp Gth Z Fnd | Other securities | — | — | $46K | 0.4% | |
| T Rowe Price Growth Stk Fund | Mutual Funds | — | — | $39K | 0.3% | |
| Calvert Equity I Fund | Other securities | — | — | $33K | 0.3% | |
| T Rowe Price Intl Eq Idx Fund | Common Collective Trusts | — | — | $14K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
