Paula Kolbeck signed Ellicott Dredges, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ellicott Dredges, LLC's EIN is 27-0062841.
Download the official 2024 Form 5500 (PDF) for Ellicott Dredges, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ellicott Dredges, LLC'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 | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 17.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 13.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $875K | 10.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $745K | 8.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $726K | 8.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $691K | 8.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $420K | 5.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $317K | 3.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $283K | 3.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $261K | 3.1% | |
| Capital Research and Management Co American Funds Grow th Fund of America R6 Fund | Mutual Funds | — | — | $187K | 2.2% | |
| Dimensional Fund Advisors DFA U.S. Large Company I Fund | Mutual Funds | — | — | $158K | 1.9% | |
| Capital Research and Management Co American Funds New Prsp R6 Fund | Mutual Funds | — | — | $112K | 1.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% w ith various maturities - | Bonds / Notes | — | — | $102K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $94K | 1.1% | |
| Capital Research and Management Co American Funds New World R6 Fund | Mutual Funds | — | — | $86K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $83K | 1.0% | |
| Principal Life Insurance Company Mid Cap S & P 400 Index Separate Account | Pooled Separate Accounts | — | — | $80K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $80K | 0.9% | |
| Vanguard Group Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $77K | 0.9% | |
| Invesco Grow th and Income R6 Fund | Mutual Funds | — | — | $73K | 0.9% | |
| Vanguard Group Vanguard Intermediate-Term Bond Index Admiral Fund | Mutual Funds | — | — | $68K | 0.8% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $55K | 0.6% | |
| Principal Life Insurance Company Diversified International Separate Account | Pooled Separate Accounts | — | — | $53K | 0.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $53K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $51K | 0.6% | |
| Western Asset Management Co. Western Asset Core Plus Bond IS Fund | Common Stocks | — | — | $46K | 0.5% | |
| PGIM Investments, LLC PGIM High Yield R6 Fund | Other securities | — | — | $37K | 0.4% | |
| Carillon Tow er Advisors Carillon Eagle Mid Cap Grow th R6 Fund | Other securities | — | — | $35K | 0.4% | |
| Vanguard Group Vanguard Small Cap Grow th Index Admiral Fund | Mutual Funds | — | — | $34K | 0.4% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $33K | 0.4% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $25K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $9K | 0.1% | |
| Capital Research and Management Co American Funds EuroPacific Grow th R6 Fund | Mutual Funds | — | — | $9K | 0.1% | |
| (E) | Other securities | — | — | $9K | 0.1% | |
| Vanguard Group Vanguard Inflation-Protected Securities Admiral Fund | Mutual Funds | — | — | $8K | <0.1% | |
| MFS Investment Management MFS Emerging Markets Debt R6 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| AB LP AB Global Bond Z Fund | Other securities | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $887 | <0.1% |
