Kelsey Alden signed Haselden Construction LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Haselden Construction LLC's EIN is 30-0956514.
Download the official 2024 Form 5500 (PDF) for Haselden Construction LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Haselden Construction LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA ADVISORY SERVICES INC | 48-1233289 | — | ADVISOR | $50K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| GG TRP RD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $7.8M | 13.3% | |
| Fidelity** 500 Index Fund | Common Collective Trusts | — | — | $7.0M | 11.8% | |
| GG TRP RD 2030 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $6.3M | 10.7% | |
| GG TRP RD 2040 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $5.6M | 9.6% | |
| GG TRP RD 2050 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $4.8M | 8.1% | |
| GG TRP RD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $4.3M | 7.2% | |
| GG TRP RD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $4.2M | 7.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $2.6M | 4.4% | |
| Fidelity** Self-directed brokerage account - BrokerageLink | Self-Directed Brokerage | — | — | $2.6M | 4.4% | |
| Fidelity** Blue Chip Growth K6 Fund | Mutual Funds | — | — | $2.4M | 4.0% | |
| GG TRP RD 2060 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $2.1M | 3.5% | |
| GG TRP RD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.1% | |
| Fidelity** Mid Cap Index Fund | Common Collective Trusts | — | — | $915K | 1.6% | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund I Class | Other securities | — | — | $883K | 1.5% | |
| Goldman Sachs Small Cap Value Insights Fund Class R6 | Other securities | — | — | $688K | 1.2% | |
| Fidelity** Small Cap Index Fund | Common Collective Trusts | — | — | $659K | 1.1% | |
| Metropolitan West Total Return Bond Fund Plan Class | Other securities | — | — | $590K | 1.0% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $548K | 0.9% | |
| Allspring Special Mid Cap Value Fund - Class R6 | Other securities | — | — | $521K | 0.9% | |
| Participants** Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $447K | 0.8% | |
| Vanguard Money market fund - Federal Money Market Fund Investor Shares | Mutual Funds | — | — | $439K | 0.7% | |
| GG TRP RD 2020 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $379K | 0.6% | |
| JPMorgan Government Bond Fund Class R6 | U.S. Treasuries | — | — | $350K | 0.6% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $345K | 0.6% | |
| GG TRP RD 2005 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $333K | 0.6% | |
| GG TRP RD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $247K | 0.4% | |
| DFA Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $10K |
| — |
