Devin Stein signed Miles-McClellan Construction Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miles-McClellan Construction Company, Inc.'s EIN is 31-0987415.
Download the official 2024 Form 5500 (PDF) for Miles-McClellan Construction Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miles-McClellan Construction Company, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $33K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.1M | 12.8% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $1.9M | 11.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.1M | 6.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.1M | 6.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.0M | 6.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $962K | 5.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $960K | 5.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $838K | 5.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $817K | 4.9% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $764K | 4.6% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $511K | 3.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $499K | 3.0% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $466K | 2.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $457K | 2.7% | |
| Fidelity Investments Fidelity Retirement Money Market Portfolio ** 14 JP Morgan JP Morgan US Equity R6 | Mutual Funds | — | — | $322K | 1.9% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $278K | 1.7% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $256K | 1.5% | |
| Vanguard Institutional Treasury Index Admiral | Mutual Funds | — | — | $226K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $187K | 1.1% | |
| Vanguard Small-Cap Growth Index Admiral | Mutual Funds | — | — | $173K | 1.0% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $151K | 0.9% | |
| Fidelity Investments Fidelity International Growth | Mutual Funds | — | — | $118K | 0.7% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $110K | 0.7% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $107K | 0.6% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $107K | 0.6% | |
| Great Gray Trust PGIM High Yield Bond R | Other securities | — | — | $89K | 0.5% | |
| PGIM HI YLD BD CIT R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275331 / PN 001 | Common Collective Trust | — | — | $89K | 0.5% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $88K | 0.5% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $76K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $61K | 0.4% | |
| Vanguard Inflation-Protected Securities Admiral | Mutual Funds | — | — | $46K | 0.3% | |
| American Funds American New Perspective R6 | Mutual Funds | — | — | $33K | 0.2% | |
| Pimco Global Bond Opportunity | Mutual Funds | — | — | $21K | 0.1% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $19K | 0.1% | |
| Vanguard Target Retirement Income Fund ** 25 Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $4K | <0.1% | |
| CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| WILSON, SHANNON & SNOW, INC. | 31-0829879 | — | ACCOUNTANT/AUDITOR | $10K | — |