Valerie Carlson signed S&B Engineers and Constructors,Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S&B Engineers and Constructors,Ltd.'s EIN is 32-0625534.
Download the official 2024 Form 5500 (PDF) for S&B Engineers and Constructors,Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S&B Engineers and Constructors,Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $111K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $271K | — |
| PRIME CAPITAL INVESTMENT ADVISORS, |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $90.5M | 15.3% | |
| Participant Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $74.6M | 12.7% | |
| JP Morgan Large Cap Growth Fund Class R6 | Other securities | — | — | $37.5M | 6.4% | |
| Fidelity Investments Money Market Government Portfolio Institutional Class | Mutual Funds | — | — | $35.7M | 6.1% | |
| Fidelity Investments Puritan Fund Class K6 | Mutual Funds | — | — | $34.2M | 5.8% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $33.3M | 5.6% | |
| Fidelity Freedom 2030 Commingled Pool Class D | Common Collective Trusts | — | — | $25.8M | 4.4% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $25.8M | 4.4% | |
| American Funds American Mutual Fund Class R6 | Mutual Funds | — | — | $25.8M | 4.4% | |
| A party in interest as defined by ERISA. ** Cost omitted for participant-directed investments. | Other securities | — | — | $20.1M | 3.4% | |
| Fidelity Freedom 2050 Commingled Pool Class D | Common Collective Trusts | — | — | $19.5M | 3.3% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $19.5M | 3.3% | |
| Fidelity Freedom 2040 Commingled Pool Class D | Common Collective Trusts | — | — | $18.8M | 3.2% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $18.8M | 3.2% | |
| Fidelity Freedom 2045 Commingled Pool Class D | Common Collective Trusts | — | — | $17.5M | 3.0% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $17.5M | 3.0% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $17.5M | 3.0% | |
| MFS International Equity Fund Class R6 | Mutual Funds | — | — | $16.2M | 2.7% | |
| Neuberger Berman Strategic Multi-Sector Fixed Income Trust Class R | Other securities | — | — | $15.2M | 2.6% | |
| NB STR MS FXD INC R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139862 / PN 639 | Common Collective Trust | — | — | $15.2M | 2.6% | |
| Fidelity Freedom 2025 Commingled Pool Class D | Common Collective Trusts | — | — | $13.3M | 2.3% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $13.3M | 2.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $12.3M | 2.1% | |
| Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $11.0M | 1.9% | |
| American Funds New World Fund Class R6 | Mutual Funds | — | — | $9.6M | 1.6% | |
| Fidelity Investments Total Bond Fund Class K6 | Mutual Funds | — | — | $9.2M | 1.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $8.6M | 1.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $8.4M | 1.4% | |
| Fidelity Freedom 2055 Commingled Pool Class D | Common Collective Trusts | — | — | $8.2M | 1.4% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $8.2M | 1.4% | |
| Fidelity Freedom 2020 Commingled Pool Class D | Common Collective Trusts | — | — | $7.9M | 1.3% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $7.9M | 1.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $6.3M | 1.1% | |
| Participant Loans 5.25% - 10.50% 0 | Bonds / Notes | — | — | $6.1M | 1.0% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.0% | |
| Virtus Duff & Phelps Real Estate Securities Fund Class R6 | Other securities | — | — | $5.6M | 0.9% | |
| Fidelity Investments Small Cap Growth Fund Class K6 | Mutual Funds | — | — | $5.3M | 0.9% | |
| Fidelity Freedom 2060 Commingled Pool Class D | Common Collective Trusts | — | — | $3.7M | 0.6% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $3.7M | 0.6% | |
| DFA International Small Company Class I | Mutual Funds | — | — | $1.6M | 0.3% | |
| Fidelity Freedom 2015 Commingled Pool Class D | Common Collective Trusts | — | — | $1.3M | 0.2% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| Fidelity Freedom Income Commingled Pool Class D | Common Collective Trusts | — | — | $1.3M | 0.2% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| Fidelity Freedom 2065 Commingled Pool Class D | Common Collective Trusts | — | — | $1.1M | 0.2% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| Fidelity Freedom 2010 Commingled Pool Class D | Common Collective Trusts | — | — | $1.0M | 0.2% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $1.0M | 0.2% | |
| FID FRDM 2005 CP D FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | 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.
| 82-1364595 |
| — |
| CONSULTANT |
| $69K |
| — |
