Kevin Geshwender signed Berglund Construction Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berglund Construction Company's EIN is 36-2058060.
Download the official 2024 Form 5500 (PDF) for Berglund Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berglund Construction Company'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $315 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $50K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Trust Company, LLC JP Morgan SmartRetirement Blend 2035 R6 | Common Stocks | — | — | $2.9M | 16.8% | |
| Empower Trust Company, LLC JP Morgan SmartRetirement Blend 2030 R6 | Common Stocks | — | — | $2.6M | 15.4% | |
| Empower Trust Company, LLC JP Morgan SmartRetirement Blend 2050 R6 | Common Stocks | — | — | $2.1M | 12.2% | |
| Empower Trust Company, LLC JP Morgan SmartRetirement Blend 2045 R6 | Common Stocks | — | — | $1.9M | 11.2% | |
| Empower Trust Company, LLC JP Morgan SmartRetirement Blend 2040 R6 | Common Stocks | — | — | $1.3M | 7.5% | |
| Empower Trust Company, LLC JP Morgan SmartRetirement Blend 2055 R6 | Common Stocks | — | — | $1.0M | 6.0% | |
| Empower Trust Company, LLC iShares S&P 500 Index K | Common Collective Trusts | — | — | $924K | 5.4% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 001 | Common Collective Trust | — | — | $746K | 4.4% | |
| Collective investment trusts ** Empower Trust Company, LLC Reliance MetLife Series 25053 | Common Collective Trusts | — | — | $711K | 4.1% | |
| Empower Trust Company, LLC JP Morgan SmartRetirement Blend 2025 R6 | Common Stocks | — | — | $580K | 3.4% | |
| Empower Trust Company, LLC PIMCO Income Institutional | Mutual Funds | — | — | $254K | 1.5% | |
| Empower Trust Company, LLC JP Morgan SmartRetirement Blend 2060 R6 | Common Stocks | — | — | $244K | 1.4% | |
| Empower Trust Company, LLC JP Morgan Large Cap Growth R6 | Common Stocks | — | — | $239K | 1.4% | |
| Empower Trust Company, LLC Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $232K | 1.4% | |
| Empower Trust Company, LLC BlackRock Total Return K | Common Stocks | — | — | $224K | 1.3% | |
| Empower Trust Company, LLC MFS Technology R6 | Mutual Funds | — | — | $218K | 1.3% | |
| Empower Trust Company, LLC JP Morgan SmartRetirement Blend 2020 R6 | Common Stocks | — | — | $215K | 1.3% | |
| Empower Trust Company, LLC iShares Russell Small/Mid-Cap Index | Common Stocks | — | — | $185K | 1.1% | |
| Empower Trust Company, LLC iShares MSCI Total International Index | Common Stocks | — | — | $181K | 1.1% | |
| Empower Trust Company, LLC Driehaus Emerging Markets Growth Institutional | Common Stocks | — | — | $177K | 1.0% | |
| Empower Trust Company, LLC Columbia Dividend Income Institutional 3 | Common Stocks | — | — | $175K | 1.0% | |
| s ** Empower Trust Company, LLC American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $174K | 1.0% | |
| Empower Trust Company, LLC BlackRock Mid-Cap Growth Equity K | Common Stocks | — | — | $170K | 1.0% | |
| Empower Trust Company, LLC Cohen & Steers Real Estate Securities Z | Common Stocks | — | — | $154K | 0.9% | |
| Empower Trust Company, LLC DFA U.S. Small Cap | Mutual Funds | — | — | $116K | 0.7% | |
| Notes receivable from participants ** Participant loans Participant loans (interest rates ranging | Participant loans | — | — | $69K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
