Davis Construction, Inc.'s EIN is 38-1912617.
Download the official 2024 Form 5500 (PDF) for Davis Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davis Construction, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| KDP RETIREMENT PLAN SERVICES INC | — | GRAND RAPIDS, MI | CONTRACT ADMIN | $8K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $5.9M | 68.6% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.4M | 16.6% | |
| PUTNAM RETIREMENT ADV TRUST 2035 X PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.4M | 16.0% | |
| PUTNAM RETIREMENT ADV TRUST 2055 X PUTNAM INVESTMENTS · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.3M | 15.2% | |
| PUTNAM RETIREMENT ADV TRUST 2060 X PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $879K | 10.1% | |
| PUTNAM RETIREMENT ADV TRUST 2050 X PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $583K | 6.7% | |
| PUTNAM RETIREMENT ADV TRUST 2040 X PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $552K | 6.4% | |
| PUTNAM RETIREMENT ADV TRUST 2045 X PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $494K | 5.7% | |
| PUTNAM RETIREMENT ADV TRUST 2030 X PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $493K | 5.7% | |
| [Assets held in participant loans] | Other | — | — | $232K | 2.7% | |
| PUTNAM RETIREMENT ADV TRUST 2025 X PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $192K | 2.2% | |
| PUTNAM RETIREMENT ADV TRUST MAT X PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $46K | 0.5% | |
| PUTNAM RETIREMENT ADV TRUST 2020 PUTNAM INVESTMENTS · EIN 26-0771792 / PN 264 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $2K | — |
| GRADIENT SECURITIES LLC | — | SHOREVIEW, MN | BROKER/ADVISOR | $0 | — |
