Barwoo KIM signed National Capitol Contracting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Capitol Contracting, LLC's EIN is 22-3863092.
Download the official 2024 Form 5500 (PDF) for National Capitol Contracting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Capitol Contracting, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.1M | 14.8% | |
| TRP BLUE CHIP GRTH I Mutual Fund | Other securities | — | — | $966K | 13.3% | |
| FID FDM IDX 2045 INV Mutual Fund | Common Collective Trusts | — | — | $897K | 12.3% | |
| FID FDM IDX 2040 INV Mutual Fund | Common Collective Trusts | — | — | $680K | 9.4% | |
| FID FDM IDX 2025 INV Mutual Fund | Common Collective Trusts | — | — | $578K | 8.0% | |
| FID FDM IDX 2035 INV Mutual Fund | Common Collective Trusts | — | — | $489K | 6.7% | |
| FID FDM IDX 2055 INV Mutual Fund | Common Collective Trusts | — | — | $397K | 5.5% | |
| FID FDM IDX 2050 INV Mutual Fund | Common Collective Trusts | — | — | $393K | 5.4% | |
| FID FDM IDX 2030 INV Mutual Fund | Common Collective Trusts | — | — | $313K | 4.3% | |
| DFA US LG CAP VAL Mutual Fund | Mutual Funds | — | — | $269K | 3.7% | |
| FID FDM IDX 2010 INV Mutual Fund | Common Collective Trusts | — | — | $212K | 2.9% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $194K | 2.7% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $151K | 2.1% | |
| FID FDM IDX 2060 INV Mutual Fund | Common Collective Trusts | — | — | $139K | 1.9% | |
| FID FDM IDX 2020 INV Mutual Fund | Common Collective Trusts | — | — | $104K | 1.4% | |
| FID TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $82K | 1.1% | |
| DFA INTL VALUE I Mutual Fund | Mutual Funds | — | — | $80K | 1.1% | |
| FID GOVT MMKT K6 Mutual Fund | Mutual Funds | — | — | $78K | 1.1% | |
| Participant Notes Receivable 4.75%-9.50% matures 10/7/32 | Bonds / Notes | — | — | $66K | 0.9% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $44K | 0.6% | |
| FID FDM IDX 2015 INV Mutual Fund | Common Collective Trusts | — | — | $35K | 0.5% | |
| FID FDM IDX 2065 INV Mutual Fund | Common Collective Trusts | — | — | $12K | 0.2% | |
| PIF REAL EST SEC R6 Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| FID INTM TR BD IDX Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
