Keeley Construction Group, Inc.'s EIN is 37-1362018.
Download the official 2024 Form 5500 (PDF) for Keeley Construction Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keeley Construction Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAG CAPITAL MANAGEMENT LLC | — | ST. LOUIS, MO | NONE | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EKON BENEFITS | 43-1317863 | ST. LOUIS, MO | NONE | $60K | — |
| MONETARY MANAGEMENT | — |
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 | |||||
|---|---|---|---|---|---|---|
| JAG Capital Management LLC Self-directed brokerage accounts - Common Stock and Corporate Bonds | Self-Directed Brokerage | — | — | $3.5M | 9.8% | |
| Fidelity 500 Index - Registered Investment Companies | Common Collective Trusts | — | — | $3.3M | 9.0% | |
| Monetary Management Group, Inc. Self-directed brokerage accounts - Common Stock and Corporate Bonds | Self-Directed Brokerage | — | — | $2.7M | 7.5% | |
| Vanguard US Grth Adm - Registered Investment Companies | Mutual Funds | — | — | $2.6M | 7.3% | |
| Vanguard Trgt Retire 2050 Inv - Registered Investment Companies | Mutual Funds | — | — | $2.2M | 6.1% | |
| JAG Capital Management LLC Self-directed brokerage accounts - Registered Investment Companies | Self-Directed Brokerage | — | — | $1.9M | 5.2% | |
| American Funds Amer Funds Washington R6 - Registered Investment Companies | Mutual Funds | — | — | $1.6M | 4.4% | |
| Vanguard Trgt Retire 2060 Inv - Registered Investment Companies | Mutual Funds | — | — | $1.6M | 4.3% | |
| Vanguard Trgt Retire 2040 Inv - Registered Investment Companies | Mutual Funds | — | — | $1.5M | 4.0% | |
| Vanguard Trgt Retire 2035 Inv - Registered Investment Companies | Mutual Funds | — | — | $1.2M | 3.4% | |
| Vanguard Trgt Retire 2045 Inv - Registered Investment Companies | Mutual Funds | — | — | $1.2M | 3.4% | |
| Vanguard Trgt Retire 2030 Inv - Registered Investment Companies | Mutual Funds | — | — | $1.1M | 3.0% | |
| T Rowe Price T Rowe Price Mid-Cap Grth I - Registered Investment Companies | Mutual Funds | — | — | $1.0M | 2.9% | |
| Vanguard Trgt Retire 2065 Inv - Registered Investment Companies | Mutual Funds | — | — | $1.0M | 2.8% | |
| Vanguard Explorer Adm - Registered Investment Companies | Mutual Funds | — | — | $915K | 2.5% | |
| METLIFE GIC GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $864K | 2.4% | |
| Vanguard Trgt Retire 2025 Inv - Registered Investment Companies | Mutual Funds | — | — | $753K | 2.1% | |
| American Century AmCent Mid-Cap Value R6 - Registered Investment Companies | Other securities | — | — | $734K | 2.0% | |
| American Century AmCent Small Cap Value R6 - Registered Investment Companies | Other securities | — | — | $649K | 1.8% | |
| Pioneer Bond K - Registered Investment Companies | Other securities | — | — | $532K | 1.5% | |
| Fidelity Mid-Cap Index - Registered Investment Companies | Mutual Funds | — | — | $485K | 1.3% | |
| Fidelity Small Cap Index - Registered Investment Companies | Mutual Funds | — | — | $449K | 1.2% | |
| Putnam Emerging Markets Eq Y - Registered Investment Companies | Mutual Funds | — | — | $440K | 1.2% | |
| Putnam International Index - Registered Investment Companies | Mutual Funds | — | — | $409K | 1.1% | |
| American Funds Amer Funds Cap World Gr&Inc R6 - Registered Investment Companies | Mutual Funds | — | — | $382K | 1.0% | |
| Fidelity Intl Index - Registered Investment Companies | Mutual Funds | — | — | $288K | 0.8% | |
| Notes receivable from participants Interest rate - 4.50% to 9.50% | Bonds / Notes | — | — | $208K | 0.6% | |
| Lord Abbett Lord Abbett Short Dur Inc R6 - Registered Investment Companies | Mutual Funds | — | — | $194K | 0.5% | |
| Monetary Management Group, Inc. Self-directed brokerage accounts - US Government Fixed Income | Self-Directed Brokerage | — | — | $175K | 0.5% | |
| Vanguard Trgt Retire Inc Fund - Registered Investment Companies | Mutual Funds | — | — | $153K | 0.4% | |
| American Funds Amer Funds Small Cap World R6 - Registered Investment Companies | Mutual Funds | — | — | $73K | 0.2% | |
| Monetary Management Group, Inc. Self-directed brokerage accounts - Cash/Money Market | Self-Directed Brokerage | — | — | $62K | 0.2% | |
| JAG Capital Management LLC Self-directed brokerage accounts - Cash/Money Market | Self-Directed Brokerage | — | — | $33K | <0.1% | |
| Vanguard Trgt Retire 2020 Inv - Registered Investment Companies | Mutual Funds | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MANCHESTER, MO |
| NONE |
| $27K |
| — |