Caitlin LAM signed FSI Construction's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FSI Construction's EIN is 26-2054706.
Download the official 2024 Form 5500 (PDF) for FSI Construction from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FSI Construction'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $158K | 18.3% | |
| JPMORGAN US EQUITY - A 116 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $113K | 13.2% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $106K | 12.3% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $76K | 8.8% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $72K | 8.4% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $71K | 8.2% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $36K | 4.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $25K | 2.9% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $23K | 2.7% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $22K | 2.6% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $20K | 2.3% | |
| FRANKLIN SM CAP GRTH A | Registered Investment Companies | — | — | $19K | 2.2% | |
| JPMORGAN CORE BOND FUND - A 117 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $15K | 1.7% | |
| BLACKROCK HIGH YIELD INV A | Registered Investment Companies | — | — | $13K | 1.5% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $13K | 1.5% | |
| AC STRAT ALLOC MOD FUND - A | Registered Investment Companies | — | — | $13K | 1.5% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $13K | 1.5% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $13K | 1.5% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $6K | 0.7% | |
| PIMCO TOTAL RETURN FUND - A 88 REGISTERED INVESTMENT COMPANY JPMORGAN US SMALL COMPANY A | Registered Investment Companies | — | — | $5K | 0.6% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $3K | 0.4% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $427 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $85 | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $5 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
