Anthony Krellwitz signed Utility Supply and Construction Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Utility Supply and Construction Company's EIN is 38-1783949.
Download the official 2024 Form 5500 (PDF) for Utility Supply and Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Utility Supply and Construction Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Utility Supply and Construction Company 747 shares of common stock | Common Stocks | — | $2.0M | $9.2M | 22.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.6M | 8.6% | |
| Collective investment trust Wilmington Trust MetLife Insurance Company | Common Collective Trusts | — | — | $2.5M | 6.0% | |
| CIT III FOR METLIFE GAC NO. 25554 WILMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.5M | 6.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.5M | 5.9% | |
| JP Morgan JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $2.4M | 5.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.1M | 5.0% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.0M | 4.8% | |
| Columbia Dividend Income Fund Institutional 3 Class | Other securities | — | — | $1.7M | 4.0% | |
| iShares iSharesCore US Aggregate Bond ETF | Other securities | — | $1.4M | $1.4M | 3.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.4M | 3.3% | |
| Principal MidCap Fund Institutional Class | Other securities | — | — | $1.3M | 3.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.1M | 2.6% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.0M | 2.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $781K | 1.9% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $768K | 1.8% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $743K | 1.8% | |
| iShares Core S&P 500 ETF | Common Collective Trusts | — | $628K | $687K | 1.6% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $427K | 1.0% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $418K | 1.0% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | $410K | $410K | 1.0% | |
| MFS International Diversification Fund Class I | Mutual Funds | — | $322K | $313K | 0.8% | |
| SPDR Portfolio Developed World Ex-Us ETF | Other securities | — | $221K | $214K | 0.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $203K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $191K | 0.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $176K | 0.4% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $161K | 0.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $149K | 0.4% | |
| American Funds Equity Fund American Funds New World Fund Class R-6 | Mutual Funds | — | — | $143K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $142K | 0.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $141K | 0.3% | |
| Fidelity Advisor Small Cap Growth Fund - Class Z | Mutual Funds | — | — | $140K | 0.3% | |
| Principal Real Estate Securities Fund Institutional Class | Other securities | — | — | $121K | 0.3% | |
| Dodge & Cox Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $106K | 0.3% | |
| BlackRock High Yield Institutional Fund | Other securities | — | $102K | $103K | 0.2% | |
| Microsoft Corp 237 shares of common stock | Common Stocks | — | $100K | $100K | 0.2% | |
| Vanguard Long Term Corporate Bond ETF | Mutual Funds | — | $101K | $99K | 0.2% | |
| iShares Core MSCI Emerging ETF | Other securities | — | $97K | $93K | 0.2% | |
| Janus Henderson Janus Henderson Enterprise Fund Class I | Mutual Funds | — | $96K | $92K | 0.2% | |
| Fidelity Advisor Small Cap Growth | Mutual Funds | — | $86K | $89K | 0.2% | |
| Federated Hermes Federated Hermes Institutional High Yield Bond Fund Class R6 | Other securities | — | — | $87K | 0.2% | |
| Vanguard Short-Term Federal Fund Admiral Shares | Mutual Funds | — | — | $85K | 0.2% | |
| Amazon.com Inc 380 shares of common stock | Common Stocks | — | $68K | $83K | 0.2% | |
| Victory Sycamore Victory Sycamore Established Value I | Other securities | — | $82K | $83K | 0.2% | |
| Alphabet Inc 424 shares of common stock | Common Stocks | — | $65K | $80K | 0.2% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | $79K | $76K | 0.2% | |
| Apple Inc 293 shares of common stock | Common Stocks | — | $54K | $73K | 0.2% | |
| McDonald's Corp 210 shares of common stock | Common Stocks | — | $56K | $61K | 0.1% | |
| Dimensional Fund Advisors Dimensional US Targeted Value ETF | Mutual Funds | — | $58K | $60K | 0.1% | |
| Fortive Corp 689 shares of common stock | Common Stocks | — | $48K | $52K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
