Paul Detwiler,III signed New Enterprise Stone & LIME Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Enterprise Stone & LIME Co., Inc.'s EIN is 23-1374051.
Download the official 2024 Form 5500 (PDF) for New Enterprise Stone & LIME Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Enterprise Stone & LIME Co., 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 | $181K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 48-1305000 | — | INVESTMENT ADVISORY | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Institutional Index Instl Fund a | Mutual Funds | — | — | $38.5M | 15.9% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend 2030 CF Fund a | Other securities | — | — | $21.9M | 9.0% | |
| JPMCB SMRTRTMT PASS BL 2030 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $21.9M | 9.0% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend 2035 CF Fund a | Other securities | — | — | $17.9M | 7.4% | |
| JPMCB SMRTRTMT PASS BL 2035 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $17.9M | 7.4% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend 2040 CF Fund a | Other securities | — | — | $16.4M | 6.8% | |
| JPMCB SMRTRTMT PASS BL 2040 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $16.4M | 6.8% | |
| Fully-Benefit Responsive Investment Contracts * Principal Life Insurance Fixed Income Guaranteed Option a | Other securities | — | — | $16.2M | 6.7% | |
| MFS Investment Management Growth R6 Fund a | Mutual Funds | — | — | $15.7M | 6.5% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend 2025 CF Fund a | Other securities | — | — | $13.8M | 5.7% | |
| JPMCB SMRTRTMT PASS BL 2025 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $13.8M | 5.7% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend 2045 CF Fund a | Other securities | — | — | $12.8M | 5.3% | |
| JPMCB SMRTRTMT PASS BL 2045 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $12.8M | 5.3% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend 2055 CF Fund a | Other securities | — | — | $11.2M | 4.6% | |
| JPMCB SMRTRTMT PASS BL 2055 CF JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $11.2M | 4.6% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend 2050 CF Fund a | Other securities | — | — | $9.5M | 3.9% | |
| JPMCB SMRTRTMT PASS BL 2050 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $9.5M | 3.9% | |
| ClearBridge Investments Small Cap Growth IS Fund a | Other securities | — | — | $8.7M | 3.6% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend Inc CF Fund a | Common Collective Trusts | — | — | $7.9M | 3.3% | |
| JPMCB SMRTRTMT PASS BL INC CF JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $7.9M | 3.3% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend 2020 CF Fund a | Other securities | — | — | $6.8M | 2.8% | |
| JPMCB SMRTRTMT PASS BL 2020 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $6.8M | 2.8% | |
| Dodge and Cox Funds International Stock I Fund a | Mutual Funds | — | — | $6.5M | 2.7% | |
| JP Morgan Funds US Value R6 Fund a | Other securities | — | — | $5.9M | 2.4% | |
| JP Morgan Funds Mid Cap Growth I Fund a | Other securities | — | — | $4.9M | 2.0% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend 2060 CF Fund a | Other securities | — | — | $4.9M | 2.0% | |
| JPMCB SMRTRTMT PASS BL 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $4.9M | 2.0% | |
| Vanguard Group Small Cap Index Admiral Fund a | Mutual Funds | — | — | $4.5M | 1.8% | |
| Vanguard Group Mid Cap Index Adm Fund a | Mutual Funds | — | — | $4.2M | 1.7% | |
| Participant Loans 3.25% - 8.50% | Bonds / Notes | — | — | $3.8M | 1.6% | |
| BlackRock High Yield Bond Portfolio a | Other securities | — | — | $2.0M | 0.8% | |
| Registered Investment Companies American Century Investments Mid-Cap Value Fund R6 a | Other securities | — | — | $1.8M | 0.8% | |
| JP Morgan Chase Bank, N.A. Smart Retirement Passive Blend 2065 CF Fund a | Other securities | — | — | $1.4M | 0.6% | |
| JPMCB SMRTRTMT PASS BL 2065 CF JPMORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| Vanguard Group Inflation-Protected Securities Admiral Fund a | Mutual Funds | — | — | $1.3M | 0.5% | |
| JP Morgan Funds Core Plus Bond R6 Fund a | Other securities | — | — | $1.0M | 0.4% | |
| The American Funds New World R6 a | Mutual Funds | — | — | $949K | 0.4% | |
| Vanguard Group Total International Stock Index Admiral Fund a | Mutual Funds | — | — | $922K | 0.4% | |
| American Beacon Small Cap Value Fund R6 a | Other securities | — | — | $675K | 0.3% | |
| Vanguard Group Real Estate Index Admiral Fund a | Mutual Funds | — | — | $441K | 0.2% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT DRE 2020 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT DRE 2025 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT DRE 2030 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT DRE 2035 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT DRE 2040 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT DRE 2045 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT DRE 2050 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT DRE 2055 CF FD JPMORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT DRE 2060 CF FD JPMORGAN CHASE BANK, N.A. · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT | $56K | — |
