CARI Roberts signed C.A.S.E. Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C.A.S.E. Construction, Inc.'s EIN is 35-1975007.
Download the official 2024 Form 5500 (PDF) for C.A.S.E. Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C.A.S.E. 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $13K | — |
| NATIONWIDE RETIREMENT PLANS | 31-4156830 | COLUMBUS, OH | NONE | $621 | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $570 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Amfds 2035 Trgtdtrtrmt R6 | Other securities | — | — | $931K | 21.6% | |
| Amfds 2030 Trgtdtrtrmt R6 | Other securities | — | — | $582K | 13.5% | |
| Fiduciary Investment Trust Balanced Portfolio Class C | Other securities | — | — | $396K | 9.2% | |
| Amfds 2040 Trgtdtrtrmt R6 | Other securities | — | — | $368K | 8.6% | |
| Fiduciary Investment Trust Aggressive Portfolio Class C | Other securities | — | — | $284K | 6.6% | |
| Jpm Lgcap Gr R6 | Other securities | — | — | $225K | 5.2% | |
| Amfds 2045 Trgtdtrtrmt R6 | Other securities | — | — | $210K | 4.9% | |
| Amfds 2025 Trgtdtrtrmt R6 | Other securities | — | — | $140K | 3.2% | |
| Vngrd 500 Index Fd As | Common Collective Trusts | — | — | $136K | 3.2% | |
| Amfds 2055 Trgtdtrtrmt R6 | Other securities | — | — | $132K | 3.1% | |
| Notes receivable from participants | Other securities | — | — | $126K | 2.9% | |
| Pgim Ttl Rtn Bd R6 | Other securities | — | — | $113K | 2.6% | |
| Amfds 2060 Trgtdtrtrmt R6 | Other securities | — | — | $106K | 2.5% | |
| Vngrd Mid-Cap Idx Fd As | Common Collective Trusts | — | — | $75K | 1.7% | |
| Fit Mod Cnsrv | Other securities | — | — | $62K | 1.4% | |
| Fit Gr | Other securities | — | — | $62K | 1.4% | |
| Vngrd Sm Cap Indx Fd As | Other securities | — | — | $61K | 1.4% | |
| Amfds 2050 Trgtdtrtrmt R6 | Other securities | — | — | $52K | 1.2% | |
| Mfs Intl Divrs R6 | Mutual Funds | — | — | $44K | 1.0% | |
| Vngrd Eq Inc Adml | Common Stocks | — | — | $29K | 0.7% | |
| Amfds 2065 Trgtdtrtrmt R6 | Other securities | — | — | $27K | 0.6% | |
| Vngrd Mdcap Val Indx Adml | Other securities | — | — | $18K | 0.4% | |
| Amfds Am Bal R6 | Other securities | — | — | $11K | 0.3% | |
| Fid 500 Indx | Mutual Funds | — | — | $11K | 0.3% | |
| Jpm Mdcap Gr R6 | Other securities | — | — | $9K | 0.2% | |
| Fidadv Intl Gr Z | Other securities | — | — | $7K | 0.2% | |
| Amcent Smcap Gr R6 | Other securities | — | — | $7K | 0.2% | |
| Fid Intl Indx | Mutual Funds | — | — | $7K | 0.2% | |
| Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $7K | 0.2% | |
| Gdmnscs Gqgptnrintloppr R6 | Other securities | — | — | $7K | 0.2% | |
| Nw Loomis Allcap Gr R6 | Other securities | — | — | $6K | 0.1% | |
| Nationwide Fixed Select Contract | Other securities | — | — | $6K | 0.1% | |
| Avantis U.S. Large Cap Value Fund | Other securities | — | — | $6K | 0.1% | |
| Fed Hrms Gov Oblgtns Prmr | Other securities | — | — | $5K | 0.1% | |
| Jpm Eq Inc R5 | Common Stocks | — | — | $5K | 0.1% | |
| Avantis Emerging Markets Equity Fund - Institutional Class | Other securities | — | — | $4K | <0.1% | |
| Mfs Mdcap Gr R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Diamond Hill Mdcap I | Other securities | — | — | $3K | <0.1% | |
| Prncpl Glbl Realest R6 | Other securities | — | — | $3K | <0.1% | |
| Amfds 2010 Trgtdtrtrmt R6 | Other securities | — | — | $3K | <0.1% | |
| Legal & General Commodity Strategy Fund - Institutional Shares | Other securities | — | — | $2K | <0.1% | |
| Pimco Real Rtn Inst | Mutual Funds | — | — | $2K | <0.1% | |
| Vngrd Explr Adml | Other securities | — | — | $2K | <0.1% | |
| Avantis U.S. Small Cap Value Fund - Institutional Class | Other securities | — | — | $2K | <0.1% | |
| Fid Us Bd Indx | Mutual Funds | — | — | $2K | <0.1% | |
| Blackrock High Yield Portfolio - Class K | Other securities | — | — | $1K | <0.1% | |
| Dfa Emrg Mkts Core Eq 2 Portfolio - Inst | Mutual Funds | — | — | $1K | <0.1% | |
| Pimcocomdyrealrtnstratinst | Other securities | — | — | $855 | <0.1% | |
| Ab Global Bond Fund - Class Z | Other securities | — | — | $298 | <0.1% | |
| Blkrk Ttl Rtn K | Other securities | — | — | $238 | <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 |
|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $408 | — |
