Marjorie Smith signed National Construction Enterprises, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Construction Enterprises, Inc.'s EIN is 35-1452196.
Download the official 2023 Form 5500 (PDF) for National Construction Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)National Construction Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $111K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT | 13-5674085 | — | INVESTMENT ADVISORY | $19K | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $6.7M | 14.6% | |
| Fidelity 500 Index Fund # | Common Collective Trusts | — | — | $5.8M | 12.6% | |
| Janus Henderson Balanced I Fund # | Mutual Funds | — | — | $5.4M | 11.7% | |
| * Principal Fixed Income Guaranteed Option # | Guaranteed Income / GIC | — | — | $4.9M | 10.7% | |
| Vanguard Target Retirement 2030 Inv Fund # | Mutual Funds | — | — | $3.5M | 7.5% | |
| Vanguard Target Retirement 2035 Inv Fund # | Mutual Funds | — | — | $1.9M | 4.1% | |
| American Funds Capital World Growth and Income R6 Fund # | Mutual Funds | — | — | $1.8M | 4.0% | |
| MFS Value R3 Fund # | Mutual Funds | — | — | $1.7M | 3.7% | |
| Vanguard Target Retirement 2045 Inv Fund # | Mutual Funds | — | — | $1.4M | 3.1% | |
| Carillon Eagle Mid Cap Growth R5 Fund # | Other securities | — | — | $1.4M | 3.0% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| Vanguard Target Retirement 2040 Inv Fund # | Mutual Funds | — | — | $1.1M | 2.4% | |
| Fidelity Mid Cap Index Fund # | Common Collective Trusts | — | — | $1.0M | 2.3% | |
| Vanguard Target Retirement 2025 Inv Fund # | Mutual Funds | — | — | $951K | 2.1% | |
| T Rowe Price Overseas Stock I Fund # | Mutual Funds | — | — | $894K | 1.9% | |
| Vanguard Intermediate-Term Treasury Admiral Fund # | Mutual Funds | — | — | $891K | 1.9% | |
| JP Morgan Mid Cap Value L Fund # | Other securities | — | — | $765K | 1.7% | |
| Vanguard Target Retirement 2050 Inv Fund # | Mutual Funds | — | — | $683K | 1.5% | |
| Fidelity Small Cap Index Fund # | Common Collective Trusts | — | — | $670K | 1.5% | |
| Maturing from February 2025 through 2036 | Other securities | — | — | $520K | 1.1% | |
| Vanguard Target Retirement 2020 Inv Fund # | Mutual Funds | — | — | $502K | 1.1% | |
| PRIN/FED TOTAL RETURN BD CIT N SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | — | $477K | 1.0% | |
| Vanguard Target Retirement 2060 Inv Fund # | Mutual Funds | — | — | $319K | 0.7% | |
| Invesco Developing Markets R6 Fund # | Mutual Funds | — | — | $294K | 0.6% | |
| Vanguard Target Retirement 2055 Inv Fund # | Mutual Funds | — | — | $192K | 0.4% | |
| Vanguard Target Retirement Income Inv Fund # | Mutual Funds | — | — | $155K | 0.3% | |
| (E) | Other securities | — | — | $21K | <0.1% | |
| Vanguard Target Retirement 2065 Inv Fund # | Mutual Funds | — | — | $21K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | 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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
