Susan Bowman signed Korte Construction Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Korte Construction Company's EIN is 37-1017433.
Download the official 2024 Form 5500 (PDF) for Korte Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Korte Construction Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
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 Growth Company Fund K | Mutual Funds | — | — | $10.5M | 19.9% | |
| Fidelity Contrafund Fund K6 | Mutual Funds | — | — | $5.4M | 10.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.7M | 8.9% | |
| TRP Blue Chip Growth Fund | Other securities | — | — | $4.7M | 8.9% | |
| Columbia Dividend Income Fund Class I3 | Other securities | — | — | $4.0M | 7.5% | |
| Fidelity Managed Income Portfolio Class II | Mutual Funds | — | — | $2.4M | 4.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.4M | 4.6% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $1.9M | 3.6% | |
| Fidelity Overseas Fund K | Mutual Funds | — | — | $1.9M | 3.6% | |
| Fidelity Freedom K6 2050 | Mutual Funds | — | — | $1.7M | 3.3% | |
| Fidelity US Bond Index Adv | Mutual Funds | — | — | $1.6M | 3.1% | |
| Fidelity Freedom K6 2035 | Mutual Funds | — | — | $1.5M | 2.8% | |
| Oakmark Equity and Income Fund | Other securities | — | — | $1.4M | 2.6% | |
| Fidelity Low-Priced Stock Fund K6 | Mutual Funds | — | — | $1.3M | 2.5% | |
| Fidelity Freedom K6 2055 | Mutual Funds | — | — | $1.0M | 1.9% | |
| Fidelity Freedom K6 2030 | Mutual Funds | — | — | $972K | 1.8% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | — | $934K | 1.8% | |
| Fidelity Freedom K6 2060 | Mutual Funds | — | — | $828K | 1.6% | |
| Fidelity Freedom K6 2025 | Mutual Funds | — | — | $804K | 1.5% | |
| PIF Small Cap R6 | Other securities | — | — | $776K | 1.5% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $770K | 1.5% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $727K | 1.4% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $654K | 1.2% | |
| Fidelity Freedom K6 2040 | Mutual Funds | — | — | $517K | 1.0% | |
| Fidelity Freedom K6 2065 | Mutual Funds | — | — | $443K | 0.8% | |
| Fidelity Emerging Markets Fund K | Mutual Funds | — | — | $440K | 0.8% | |
| Fidelity Freedom K6 2045 | Mutual Funds | — | — | $432K | 0.8% | |
| Fidelity Freedom K6 2015 | Mutual Funds | — | — | $229K | 0.4% | |
| Fidelity Freedom K6 2020 | Mutual Funds | — | — | $137K | 0.3% | |
| Fidelity Inflation Protected Index Fund | Common Collective Trusts | — | — | $47K | <0.1% | |
| Fidelity Freedom K6 2010 | Mutual Funds | — | — | $31K | <0.1% | |
| Fidelity Freedom Inc. K6 | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity Money Market Trust - Gov II | Mutual Funds | — | — | $909 | <0.1% | |
| Fidelity Freedom K6 2070 | Mutual Funds | — | — | $590 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
