Matt BARR signed J.F. Edwards Construction's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.F. Edwards Construction's EIN is 36-2483432.
Download the official 2024 Form 5500 (PDF) for J.F. Edwards Construction from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.F. Edwards Construction's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS | — | NEW YORK, NY | NONE | $43K | — |
| GOLDMAN SACHS. |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX N/L K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $3.3M | 20.9% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $2.1M | 13.1% | |
| MFS Value R6 MFS 0 | Mutual Funds | — | — | $1.9M | 12.1% | |
| T. ROWE PRICE LARGE CAP GROWTH TR-E T. ROWE PRICE · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $1.6M | 10.3% | |
| STATE STREET US BOND INDEX N/L M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $1.3M | 8.2% | |
| American Eupac R6 American Funds 0 | Mutual Funds | — | — | $1.3M | 8.1% | |
| PRUDENTIAL CORE BOND 7 PGIM INVESTMENTS · EIN 23-6994310 / PN 125 | Common Collective Trust | — | — | $1.2M | 7.8% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | Mutual Funds | — | — | $696K | 4.5% | |
| Fidelity Emerging Markets Index Fidelity 0 | Mutual Funds | — | — | $635K | 4.1% | |
| INVESCO STABLE VALUE TRUST A1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $578K | 3.7% | |
| STATE STREET RUSSELL S/M CAP IDX N/ STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $350K | 2.2% | |
| PIMCO Income Instl PIMCO 0 | Mutual Funds | — | — | $165K | 1.1% | |
| BlackRock Advantage SMID Cap K BlackRock 0 | Other securities | — | — | $38K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PASADENA, CA |
| NONE |
| $21K |
| — |
| ANDERSON, LOWER, WHITLOW, PC | — | BETTENDORF, IA | NONE | $14K | — |
| UNITED CAPITAL FINANCIAL ADVS LLC | 27-0493248 | — | NONE | $11K | — |
| UNITED CAPITAL FINANCIAL. | — | PASADENA, CA | NONE | $9K | — |
