GREG Hoffman signed Construction Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Construction Partners, Inc.'s EIN is 26-0758017.
Download the official 2024 Form 5500 (PDF) for Construction Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Construction Partners, Inc.'s plan includes profit-sharing, 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 | $424K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $17.1M | 12.8% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $15.0M | 11.2% | |
| AB Large Cap Growth I Fund | Other securities | — | $0 | $10.9M | 8.1% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $10.0M | 7.5% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $9.5M | 7.1% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $9.0M | 6.7% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $7.9M | 5.9% | |
| Participant Loans | Participant loans | — | $0 | $6.1M | 4.5% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $6.0M | 4.5% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | $0 | $5.6M | 4.2% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $5.1M | 3.8% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $4.9M | 3.6% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4.4M | 3.3% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4.3M | 3.2% | |
| Prin Real Estate Secs Inst Fd | Other securities | — | $0 | $3.6M | 2.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.6M | 2.7% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $2.0M | 1.5% | |
| PIM Com Real Ret Stra Instl Fd | Common Stocks | — | $0 | $1.8M | 1.4% | |
| BlackRock HY Portfolio K Fund | Other securities | — | $0 | $1.7M | 1.3% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.4M | 1.1% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.4M | 1.0% | |
| Undisc Mgrs Behav Value R6 Fd | Other securities | — | $0 | $1.2M | 0.9% | |
| Dodge & Cox Income I Fund | Mutual Funds | — | $0 | $1.1M | 0.8% | |
| PGIM Global Total Ret R6 Fd | Other securities | — | $0 | $1.1M | 0.8% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | $0 | $964K | 0.7% | |
| VANGUARD DEV MKTS INDEX ADM FD | Mutual Funds | — | $0 | $860K | 0.6% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $459K | 0.3% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $419K | 0.3% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $199K | 0.1% | |
| AMERICAN FUNDS 2070 TDR R6 FD | Mutual Funds | — | $0 | $4K | <0.1% | |
| VANGUARD TTL BD MKT IDX ADM FD | Common Collective Trusts | — | $0 | $4K | <0.1% | |
| VANGUARD EMG MK STK IDX ADM FD | Common Collective Trusts | — | $0 | $650 | <0.1% |
