Associated Construction and Engineering, Inc.'s EIN is 27-4752336.
Download the official 2025 Form 5500 (PDF) for Associated Construction and Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Associated Construction and Engineering, Inc.'s plan includes a self-directed brokerage window, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INS. CO. | 84-0467907 | — | RECORDKEEPER | $680 | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.6M | 77.0% | |
| Group Annuity Contract * General Account Group Annuity Contract | Common Stocks | — | — | $981K | 16.4% | |
| MFS Lifetime 2050 R2 Pooled Separate Account | Pooled Separate Accounts | — | — | $923K | 15.4% | |
| Invesco Balanced-Risk Commodity Strat R Pooled Separate Account | Pooled Separate Accounts | — | — | $580K | 9.7% | |
| MFS Lifetime 2045 R2 Pooled Separate Account | Pooled Separate Accounts | — | — | $513K | 8.6% | |
| MFS Lifetime 2035 R2 Pooled Separate Account | Pooled Separate Accounts | — | — | $389K | 6.5% | |
| Participant Loans Interest rates at (3.00% ~ 8.00%) $0 | Bonds / Notes | — | — | $364K | 6.1% | |
| MFS Lifetime 2055 R2 Pooled Separate Account | Pooled Separate Accounts | — | — | $307K | 5.1% | |
| MFS Lifetime 2060 R2 Pooled Separate Account | Pooled Separate Accounts | — | — | $251K | 4.2% | |
| MFS Lifetime 2030 R2 Pooled Separate Account | Pooled Separate Accounts | — | — | $184K | 3.1% | |
| MFS Lifetime 2040 R2 Pooled Separate Account | Pooled Separate Accounts | — | — | $166K | 2.8% | |
| Pimco Income R Pooled Separate Account | Pooled Separate Accounts | — | — | $164K | 2.7% | |
| Massmutual 60/40 Allocation R3 Pooled Separate Account | Pooled Separate Accounts | — | — | $116K | 1.9% | |
| MFS Lifetime 2025 R2 Pooled Separate Account | Pooled Separate Accounts | — | — | $115K | 1.9% | |
| MFS Lifetime Income R2 Pooled Separate Account | Pooled Separate Accounts | — | — | $108K | 1.8% | |
| American Century Inflation Adjs Bond R Pooled Separate Account | Pooled Separate Accounts | — | — | $102K | 1.7% | |
| MM S&P 500 Index R3 Pooled Separate Account | Pooled Separate Accounts | — | — | $82K | 1.4% | |
| Massmutual Disciplined Gr R3 Pooled Separate Account | Pooled Separate Accounts | — | — | $66K | 1.1% | |
| Massmutual Balanced R3 Pooled Separate Account | Pooled Separate Accounts | — | — | $66K | 1.1% | |
| Massmutual Disciplined Value R3 Pooled Separate Account | Pooled Separate Accounts | — | — | $56K | 0.9% | |
| Franklin Growth R Pooled Separate Account | Pooled Separate Accounts | — | — | $51K | 0.8% | |
| American Funds Capital World Gr&Inc R2E Pooled Separate Account ** 149 American Funds Fundamental Invs R2E Pooled Separate Account | Pooled Separate Accounts | — | — | $48K | 0.8% | |
| Virtus Ceredex Mid-Cap Value Equity A Pooled Separate Account | Pooled Separate Accounts | — | — | $43K | 0.7% | |
| Invesco Core Bond R Pooled Separate Account | Pooled Separate Accounts | — | — | $40K | 0.7% | |
| Empower S&P Small Cap 600 Index L Pooled Separate Account | Pooled Separate Accounts | — | — | $38K | 0.6% | |
| Massmutual Mid Cap Growth R3 Pooled Separate Account | Pooled Separate Accounts | — | — | $35K | 0.6% | |
| Franklin Small Cap Value R Pooled Separate Account | Pooled Separate Accounts | — | — | $30K | 0.5% | |
| Invesco Diversified Dividend R Pooled Separate Account | Pooled Separate Accounts | — | — | $22K | 0.4% | |
| Templeton Foreign R Pooled Separate Account | Pooled Separate Accounts | — | — | $21K | 0.4% | |
| Invesco Main Street Mid Cap R Pooled Separate Account | Pooled Separate Accounts | — | — | $17K | 0.3% | |
| Massmutual High Yield R3 Pooled Separate Account | Pooled Separate Accounts | — | — | $16K | 0.3% | |
| Empower International Index Inv Pooled Separate Account | Pooled Separate Accounts | — | — | $16K | 0.3% | |
| Dws Rreef Real Estate Securities R Pooled Separate Account | Pooled Separate Accounts | — | — | $16K | 0.3% | |
| Massmutual 40/60 Allocation R3 Pooled Separate Account | Pooled Separate Accounts | — | — | $12K | 0.2% | |
| Invesco International Diversified R Pooled Separate Account | Pooled Separate Accounts | — | — | $10K | 0.2% | |
| Invesco Small Cap Growth R Pooled Separate Account | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| American Funds New World R2E Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| CPS EMPLOYER BENEFITS INSURANCE SOL | 20-8421265 | NEWPORT BEACH, CA | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EEC ADMINISTRATION | 46-0857343 | TUSTIN, CA | CONTRACT ADMIN | $4K | — |
| EEC ADMINISTRATION | 46-0857343 | TUSTIN, CA | TPA | $800 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA AUDIT GROUP | 81-4637885 | FAIR OAKS, CA | CPA | $20K | — |
