Tommy Horst signed Cleveland Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cleveland Construction, Inc.'s EIN is 30-0044564.
Download the official 2024 Form 5500 (PDF) for Cleveland Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cleveland Construction, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $72K | — |
| ERISA SERVICES MIDWEST LLC | 84-2028419 | — | RECORDKEEPER | $50K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Solutions, LLC * Transamerica Retirement Managed Account: FIT Balanced B | Other securities | — | — | $10.0M | 47.4% | |
| COMMON COLLECTIVE TRUST TRANSAMERICA RETIREMENT SOLUTIONS LLC/MANAGED ACCT FIT BALANCED B · EIN 13-3689044 / PN 000 | Common Collective Trust | — | — | $10.0M | 47.4% | |
| COMMON COLLECTIVE TRUST TRANSAMERICA RETIREMENT SOLUTIONS LLC/MANAGED ACCT FIT GROWTH B · EIN 13-3689044 / PN 000 | Common Collective Trust | — | — | $2.2M | 10.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.7M | 8.3% | |
| American Funds American Century One Choice 2035 I | Mutual Funds | — | — | $1.2M | 5.5% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $922K | 4.4% | |
| Solutions, LLC Conservative B * Transamerica Retirement Transamerica Stable Value Fund | Stable Value | — | — | $874K | 4.2% | |
| COMMON COLLECTIVE TRUST TRANSAMERICA RETIREMENT SOLUTIONS, LLC/MANAGED ACCT FIT AGGRESSIVE B · EIN 13-3689044 / PN 000 | Common Collective Trust | — | — | $650K | 3.1% | |
| JP Morgan JP Morgan Mid Cap Growth R6 | Other securities | — | — | $401K | 1.9% | |
| Solutions, LLC * Transamerica Retirement Managed Account: FIT Moderately | Other securities | — | — | $370K | 1.8% | |
| COMMON COLLECTIVE TRUST TRANSAMERICA RETIREMENT SOLUTIONS LLC/MANAGED ACCT FIT MOD CONS B · EIN 13-3689044 / PN 000 | Common Collective Trust | — | — | $370K | 1.8% | |
| Solutions, LLC * Notes receivable form Interest rates ranging from 5.25% - 10.50% $- | Bonds / Notes | — | — | $369K | 1.8% | |
| Vanguard Equity-Income Admiral | Mutual Funds | — | — | $337K | 1.6% | |
| MFS International Diversification R6 ** 866 PGIM Total Return Bond R6 | Mutual Funds | — | — | $295K | 1.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $264K | 1.3% | |
| American Funds American Century One Choice 2045 I | Mutual Funds | — | — | $194K | 0.9% | |
| Registered investment companies American Funds American Century One Choice 2025 I | Mutual Funds | — | — | $188K | 0.9% | |
| American Funds American Century One Choice 2060 I | Mutual Funds | — | — | $168K | 0.8% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $152K | 0.7% | |
| Fidelity Advisor International Growth Z | Mutual Funds | — | — | $145K | 0.7% | |
| American Funds American Century One Choice 2040 I | Mutual Funds | — | — | $134K | 0.6% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $97K | 0.5% | |
| American Funds American Century One Choice 2055 I | Mutual Funds | — | — | $80K | 0.4% | |
| American Funds American Century One Choice In Ret I ** 26 American Funds American Century Small Cap Growth R6 | Mutual Funds | — | — | $66K | 0.3% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $50K | 0.2% | |
| American Funds American Century One Choice 2050 I | Mutual Funds | — | — | $45K | 0.2% | |
| BlackRock Strategic Global Bond K | Other securities | — | — | $33K | 0.2% | |
| Solutions, LLC * Transamerica Retirement Managed Account: FIT Conservative B | Other securities | — | — | $19K | <0.1% | |
| COMMON COLLECTIVE TRUST TRANSAMERICA RETIREMENT SOLUTIONS LLC/MANAGED ACCT FIT CONSERVATIVE B · EIN 13-3689044 / PN 000 | Common Collective Trust | — | — | $19K | <0.1% | |
| Janus Henderson Janus Henderson Global Equity Income A | Mutual Funds | — | — | $17K | <0.1% | |
| participants, net of deemed | Other securities | — | — | $14K | <0.1% | |
| American Funds American Century One Choice 2030 I | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PRIME CAPITAL INV ADVISORS, LLC | 82-1364595 | — | INV ADVISORY PLAN | $30K | — |
