Linda SALA signed Plote Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plote Construction, Inc.'s EIN is 36-2814492.
Download the official 2024 Form 5500 (PDF) for Plote Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plote Construction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 Index Fund | Common Collective Trusts | — | — | $4.2M | 16.9% | |
| Wilmington Trust T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $3.5M | 13.8% | |
| GG TRP RET 2040 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $3.5M | 13.8% | |
| LARGE CAP GR IV I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.8M | 11.2% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.3M | 9.1% | |
| Wilmington Trust T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $2.1M | 8.6% | |
| GG TRP RET 2030 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.1M | 8.6% | |
| Wilmington Trust T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $1.4M | 5.5% | |
| GG TRP RET 2050 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.5% | |
| Vanguard Dividend Growth Fund Investor Shares | Mutual Funds | — | — | $1.2M | 4.8% | |
| Wilmington Trust T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $988K | 4.0% | |
| GG TRP RET 2060 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $988K | 4.0% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | — | $677K | 2.7% | |
| Metropolitan West Total Return Bond Fund Class Institutional | Other securities | — | — | $550K | 2.2% | |
| Wilmington Trust T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $466K | 1.9% | |
| GG TRP RET 2055 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $466K | 1.9% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 | Other securities | — | — | $458K | 1.8% | |
| Wilmington Trust T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $448K | 1.8% | |
| GG TRP RET 2025 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $448K | 1.8% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $381K | 1.5% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $370K | 1.5% | |
| Wilmington Trust T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $339K | 1.4% | |
| GG TRP RET 2045 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $339K | 1.4% | |
| Registered investment companies T. Rowe Price QM U.S. Small Cap Growth Equity Fund | Other securities | — | — | $316K | 1.3% | |
| Fidelity FID Mid Cap Index Fund | Common Collective Trusts | — | — | $295K | 1.2% | |
| American Century Mid Cap Value Fund R6 Class ** - American Funds New World Fund Class R-6 | Mutual Funds | — | — | $294K | 1.2% | |
| DFA US Targeted ValueFund | Mutual Funds | — | — | $262K | 1.0% | |
| Janus Aspen Balanced Portfolio Institutional Fund | Mutual Funds | — | — | $228K | 0.9% | |
| Participant loans 4.25% - 9.50% interest, maturing through 2029 -0- | Bonds / Notes | — | — | $208K | 0.8% | |
| Vanguard 500 Index Fund Admiral Class ** - Vanguard Mid Cap Index Fund Admiral Shares ** - Vanguard REIT Index Fund Admiral Shares | Common Collective Trusts | — | — | $182K | 0.7% | |
| Wilmington Trust T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $152K | 0.6% | |
| GG TRP RET 2035 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $152K | 0.6% | |
| Wilmington Trust T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $123K | 0.5% | |
| GG TRP RET 2005 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $123K | 0.5% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $122K | 0.5% | |
| Fidelity FID Intl Index Fund | Common Collective Trusts | — | — | $79K | 0.3% | |
| Wilmington Trust T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $63K | 0.3% | |
| GG TRP RET 2020 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $63K | 0.3% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $34K | 0.1% | |
| Wilmington Trust T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $32K | 0.1% | |
| GG TRP RET 2010 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $32K | 0.1% | |
| Fidelity FID US Bond Index Fund | Common Collective Trusts | — | — | $26K | 0.1% | |
| Wilmington Trust T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $22K | <0.1% | |
| GG TRP RET 2065 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $22K | <0.1% | |
| Fidelity FID Sm Cap Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | 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.
