Brian Penner signed Mitchell & Stark Construction Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitchell & Stark Construction Co., Inc.'s EIN is 35-0964820.
Download the official 2024 Form 5500 (PDF) for Mitchell & Stark Construction Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitchell & Stark Construction Co., Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD NATIONAL TRUST COMPANY | 35-0525700 | BLOOMINGTON, IN | N/A | $51K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard S&P 500 Etf 382 shares | Common Collective Trusts | — | — | $2.6M | 20.4% | |
| SPDR Portfolio S&P 500 Growth Etf 15,848 shares | Common Collective Trusts | — | — | $1.4M | 10.7% | |
| SPDR Portfolio S&P 500 Vale Etf 23,183 shares | Common Collective Trusts | — | — | $1.2M | 9.1% | |
| Vanguard Ftse Developed Mkts Etf 15,212 shares | Mutual Funds | — | — | $727K | 5.6% | |
| Voya GNMA Income Cl l FD 91,914 shares | Agency / Mortgage-Backed | — | — | $671K | 5.2% | |
| Cash and Cash Equivalents Cash 471,985 shares | Cash / Money Market | — | — | $472K | 3.6% | |
| Schwab US Small Cap Etf 14,260 shares | Mutual Funds | — | — | $369K | 2.8% | |
| Federated Treasury Obligation #68 300,071 shares | Other securities | — | — | $300K | 2.3% | |
| High Yield Bond Is Fd 19,445 shares | Other securities | — | — | $172K | 1.3% | |
| Vanguard Small-Cap Growth Etf 405 shares | Mutual Funds | — | — | $113K | 0.9% | |
| Vanguard Small-Cap Value Etf 557 shares | Mutual Funds | — | — | $110K | 0.8% | |
| Vanguard Mid-Cap Growth Etf 4,912 shares | Mutual Funds | — | — | $97K | 0.7% | |
| Federal Home Loan Bank 4.500% 95,000 shares | Bonds / Notes | — | — | $95K | 0.7% | |
| Federal Home Loan Bank 4.750% 95,000 shares | Bonds / Notes | — | — | $95K | 0.7% | |
| Vanguard Mid-Cap Value Etf 586 shares | Mutual Funds | — | — | $95K | 0.7% | |
| U.S. Treasury Note 4.500% 95,000 shares | U.S. Treasuries | — | — | $95K | 0.7% | |
| Nextera Energy capital 90,000 shares | Other securities | — | — | $90K | 0.7% | |
| Vanguard Ftse Emerging Mkts Etf 2,017 shares | Mutual Funds | — | — | $89K | 0.7% | |
| Twdc Enterprise 18 Corp 90,000 shares | Common Stocks | — | — | $89K | 0.7% | |
| Federal Home Loan Bank 3.125% 90,000 shares | Bonds / Notes | — | — | $88K | 0.7% | |
| U.S. Treasury Note 3.875% 90,000 shares | U.S. Treasuries | — | — | $85K | 0.7% | |
| Federal Home Loan Bank 4.750% 80,000 shares | Bonds / Notes | — | — | $81K | 0.6% | |
| Federal Farm Credit Bank 4.500% 80,000 shares | Bonds / Notes | — | — | $79K | 0.6% | |
| iShares S&P 100 Etf 272 shares | Mutual Funds | — | — | $79K | 0.6% | |
| U.S. Government Securities Federal Farm Credit Bank 4.000% 80,000 shares | Bonds / Notes | — | — | $79K | 0.6% | |
| Pepsico Inc 80,000 shares | Common Stocks | — | — | $78K | 0.6% | |
| U.S. Treasury Note 3.125% 80,000 shares | U.S. Treasuries | — | — | $77K | 0.6% | |
| U.S. Treasury Note 2.875% 80,000 shares | U.S. Treasuries | — | — | $76K | 0.6% | |
| John Deere Capital Corp 75,000 shares | Common Stocks | — | — | $76K | 0.6% | |
| Abbvie Inc 75,000 shares | Corporate Bonds | — | — | $75K | 0.6% | |
| Truist Finl Corp 75,000 shares | Common Stocks | — | — | $75K | 0.6% | |
| U.S. Treasury Note 4.625% 70,000 shares | U.S. Treasuries | — | — | $71K | 0.5% | |
| JPMorgan Chase & Co Fix-To-Float 65,000 shares | Common Stocks | — | — | $65K | 0.5% | |
| Franklin Ftse India Etf 1,668 shares | Mutual Funds | — | — | $63K | 0.5% | |
| Morgan Stanley Bk 60,000 shares | Other securities | — | — | $60K | 0.5% | |
| Goldman Sachs Group Inc. 60,000 shares | Common Stocks | — | — | $60K | 0.5% | |
| Municipal Securities Evansville In Sewage Wks Rev Taxbl 60,000 shares | Bonds / Notes | — | — | $59K | 0.5% | |
| U.S. Treasury Note 1.875% 60,000 shares | U.S. Treasuries | — | — | $58K | 0.4% | |
| U.S. Treasury Note 2.000% 60,000 shares | U.S. Treasuries | — | — | $58K | 0.4% | |
| Federal Home Loan Bank 2.750% 60,000 shares | Bonds / Notes | — | — | $56K | 0.4% | |
| U.S. Treasury Note 3.500% 60,000 shares | U.S. Treasuries | — | — | $56K | 0.4% | |
| Adams County NE 55,000 shares | Other securities | — | — | $56K | 0.4% | |
| Polk Cnty IA Go 55,000 shares | Other securities | — | — | $55K | 0.4% | |
| Keycorp 55,000 shares | Other securities | — | — | $55K | 0.4% | |
| Morgan Stanley 55,000 shares | Other securities | — | — | $54K | 0.4% | |
| Anthem Inc. 55,000 shares | Common Stocks | — | — | $54K | 0.4% | |
| U.S. Treasury Note 2.125% 55,000 shares | U.S. Treasuries | — | — | $53K | 0.4% | |
| Amazon.Com Inc. 60,000 shares | Common Stocks | — | — | $51K | 0.4% | |
| Royal Bk Canada 50,000 shares | Other securities | — | — | $50K | 0.4% | |
| Aon Corp 50,000 shares | Common Stocks | — | — | $50K | 0.4% |