Anthony Giaquinto signed James J. Anderson Construction's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
James J. Anderson Construction's EIN is 23-2177868.
Download the official 2024 Form 5500 (PDF) for James J. Anderson Construction from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)James J. Anderson Construction'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 |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $24K | — |
| KREISCHER MILLER CARROLL ENGINEERIN | 23-1980475 |
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 | |||||
|---|---|---|---|---|---|---|
| DWS S&P 500 INDEX FUND-S | Registered Investment Companies | — | — | $5.6M | 20.1% | |
| FEDERATED CAPITAL PRESERV -ISP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.9M | 10.3% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $2.0M | 7.2% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $1.9M | 6.8% | |
| PIMCO TOTAL RETURN - ADMIN | Registered Investment Companies | — | — | $1.9M | 6.7% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $1.6M | 5.6% | |
| DWS CROCI EQUITY DIV S | Registered Investment Companies | — | — | $1.5M | 5.3% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $1.3M | 4.8% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $1.3M | 4.6% | |
| FID ADV WORLDWIDE I | Registered Investment Companies | — | — | $1.1M | 4.1% | |
| AMER FND GR FND OF AMERICA-R4 | Registered Investment Companies | — | — | $1.1M | 4.0% | |
| MAC SMALL CAP CORE INST | Registered Investment Companies | — | — | $973K | 3.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $951K | 3.4% | |
| AMERICAN FUNDS SMCAP WRLD -R4 | Registered Investment Companies | — | — | $787K | 2.8% | |
| FEDERATED HERMES KAUFMANN IS | Registered Investment Companies | — | — | $715K | 2.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $450K | 1.6% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $388K | 1.4% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $327K | 1.2% | |
| TROWEPRICE RETIRE 2020 INV 280 REGISTERED INVESTMENT COMPANY JAN HEND DEV WORLD BOND T | Registered Investment Companies | — | — | $322K | 1.2% | |
| VIRTUS NFJ MID-CAP VALUE INST | Registered Investment Companies | — | — | $196K | 0.7% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $194K | 0.7% | |
| NUVEEN INTL EQUITY IDX RET | Registered Investment Companies | — | — | $162K | 0.6% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $159K | 0.6% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $96K | 0.3% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $35K | 0.1% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $19K |
| — |
