ERIK Kellerman signed BAST Hatfield Construction, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BAST Hatfield Construction, LLC's EIN is 27-0649178.
Download the official 2024 Form 5500 (PDF) for BAST Hatfield Construction, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BAST Hatfield Construction, LLC'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANK NA | 16-1268674 | — | NONE | $78K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Mid Cap Index | Mutual Funds | — | $33K | $5.4M | 17.6% | |
| Dodge & Cox Income Fund | Mutual Funds | — | $51K | $4.5M | 14.7% | |
| Blackrock High Yield K | Other securities | — | $8K | $4.4M | 14.4% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | $278K | $2.3M | 7.5% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | $872K | $2.2M | 7.1% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | $13K | $1.5M | 5.0% | |
| JPMorgan Emerging Markets Equity Fund Class R6 | Other securities | — | $35K | $1.4M | 4.5% | |
| American Beacon Small Cap Value R6 | Other securities | — | $881 | $1.0M | 3.4% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares | Mutual Funds | — | $610K | $1.0M | 3.4% | |
| Cohen & Steers Realty Shares | Other securities | — | $81K | $1.0M | 3.3% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | $351K | $716K | 2.3% | |
| Schwab Bank Savings | Mutual Funds | — | — | $368K | 1.2% | |
| Notes receivable from participants | Other securities | — | — | $303K | 1.0% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | $217K | $303K | 1.0% | |
| Vanguard Total International Stock Index - Admiral Shares | Mutual Funds | — | $303K | $303K | 1.0% | |
| Vanguard Small-Cap Index Fund - Admiral Shares | Common Collective Trusts | — | $716K | $276K | 0.9% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | $512K | $217K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
