Cirks Construction, Inc.'s EIN is 33-0803265.
Download the official 2024 Form 5500 (PDF) for Cirks Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cirks Construction, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUTIY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO CA, CA | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| COTA STREET MANAGED BLEND DECUMMULA AST WILMINGTON TRUST · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $1.7M | 14.2% | |
| T. Rowe Price Retirement 2040 | Mutual Funds | — | — | $1.7M | 13.9% | |
| T. Rowe Price Retirement 2045 | Mutual Funds | — | — | $1.5M | 12.7% | |
| COTA STREET MANAGED BLEND ACCUMMULA AST WILMINGTON TRUST · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $1.1M | 9.0% | |
| Nuveen Large Cap Growth | Mutual Funds | — | — | $923K | 7.7% | |
| T. Rowe Price Retirement 2050 | Mutual Funds | — | — | $848K | 7.1% | |
| COTA STREET MANAGED FIXED INCOME DE AST WILMINGTON TRUST · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $572K | 4.8% | |
| T. Rowe Price Retirement 2035 | Mutual Funds | — | — | $468K | 3.9% | |
| COTA STREET MANAGED EQUITY ACC AST WILMINGTON TRUST · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $374K | 3.1% | |
| Fidelity 500 Index | Mutual Funds | — | — | $343K | 2.9% | |
| COTA STREET MANAGED FIXED INCOME AC AST WILMINGTON TRUST · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $299K | 2.5% | |
| Participant Loans through September 2045 0 | Participant loans | — | — | $281K | 2.4% | |
| COTA STREET MANAGED EQUITY DECUMMUL AST WILMINGTON TRUST · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $279K | 2.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $203K | 1.7% | |
| T. Rowe Price Retirement 2060 | Mutual Funds | — | — | $162K | 1.4% | |
| T. Rowe Price Retirement 2055 | Mutual Funds | — | — | $158K | 1.3% | |
| Fidelity Advisor Total Bond | Mutual Funds | — | — | $154K | 1.3% | |
| T. Rowe Price Retirement 2030 | Mutual Funds | — | — | $92K | 0.8% | |
| JPMorgan U.S. Value | Mutual Funds | — | — | $83K | 0.7% | |
| Fidelity Small Cap Growth ** 114 Mutual Funds Fidelity Small Cap Index | Mutual Funds | — | — | $81K | 0.7% | |
| American Funds New Perspective | Mutual Funds | — | — | $64K | 0.5% | |
| Columbia Global Tech Growth Instl | Mutual Funds | — | — | $53K | 0.4% | |
| American Funds American Balanced | Mutual Funds | — | — | $50K | 0.4% | |
| Goldman Sachs Int'l EQ Inc | Mutual Funds | — | — | $33K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $33K | 0.3% | |
| Allspring Special Mid Cap Value | Mutual Funds | — | — | $32K | 0.3% | |
| MFS INTNL GROWTH EQUITY (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $30K | 0.2% | |
| T ROWE US MID CAP GRW EQTY (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $27K | 0.2% | |
| MFS Int'l New Discovery | Mutual Funds | — | — | $27K | 0.2% | |
| Lord Abbett Short Duration Income | Mutual Funds | — | — | $22K | 0.2% | |
| American Funds Inflation Linked BD | Mutual Funds | — | — | $18K | 0.1% | |
| American Funds New World | Mutual Funds | — | — | $17K | 0.1% | |
| T. Rowe Price Financial Services | Mutual Funds | — | — | $13K | 0.1% | |
| PGIM High Yield | Mutual Funds | — | — | $13K | 0.1% | |
| Dreyfus Government Cash Mgmt Instl | Mutual Funds | — | — | $12K | 0.1% | |
| PGIM Global Total Return | Mutual Funds | — | — | $9K | <0.1% | |
| Blackrock Health Sciences Opps | Mutual Funds | — | — | $8K | <0.1% | |
| Cohen & Steers Global Realty | Mutual Funds | — | — | $2K | <0.1% | |
| Allspring Special Small Cap Value | Mutual Funds | — | — | $1K | <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 |
|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INV ADVISORS LLC | 61-1758632 | SANTA BARBARA, CA | INVESTMENT ADVISOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | TORRANCE, CA | CONTRACT ADMIN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POLLARO & ASSOCIATES | 46-3852095 | LAKEWOOD, CA | AUDITOR | $10K | — |
