Bonnie McLean signed Lee Contracting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lee Contracting, Inc.'s EIN is 38-3243830.
Download the official 2024 Form 5500 (PDF) for Lee Contracting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lee Contracting, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $69K | $2.8M | 11.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $56K | $2.7M | 10.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $51K | $2.6M | 10.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $42K | $2.3M | 8.9% | |
| * Nationwide Fixed Select Option 2,133,354 units | Insurance Contracts | — | $2.1M | $2.2M | 8.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $49K | $2.2M | 8.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $40K | $2.1M | 8.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $69K | $1.8M | 7.0% | |
| Fidelity 500 Index 5,200 shares | Mutual Funds | — | $5K | $1.1M | 4.2% | |
| Fidelity LC Growth Index 22,939 shares | Mutual Funds | — | $23K | $899K | 3.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $23K | $855K | 3.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $47K | $838K | 3.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $12K | $399K | 1.6% | |
| New Perspective Fund 5,310 shares | Other securities | — | $5K | $330K | 1.3% | |
| Goldman Sachs GQG Prt Int O R6 15,489 shares | Other securities | — | $15K | $303K | 1.2% | |
| American Century Ultra R6 2,397 shares | Other securities | — | $2K | $241K | 1.0% | |
| Fidelity Mid Cap Index 6,700 shares | Mutual Funds | — | $7K | $226K | 0.9% | |
| Fidelity Sm Cap Index 5,828 shares | Mutual Funds | — | $6K | $161K | 0.6% | |
| Fidelity International Index Fund 3,092 shares | Common Collective Trusts | — | $3K | $147K | 0.6% | |
| Invesco Comstock R6 4,934 shares | Mutual Funds | — | $5K | $141K | 0.6% | |
| Fidelity LC Value Index 7,350 shares | Mutual Funds | — | $7K | $133K | 0.5% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | $1K | $118K | 0.5% | |
| BlackRock Liquidity Funds BlackRock Liquidity FedFund 99,353 shares | Cash / Money Market | — | $99K | $99K | 0.4% | |
| BR High Yield Bond Portfolio 12,534 shares | Other securities | — | $13K | $89K | 0.4% | |
| DFA Emerging Markets Core Equity Portfolio 3,063 shares | Mutual Funds | — | $3K | $71K | 0.3% | |
| BlackRock Large Cap Index K 52,174 shares | Other securities | — | $52K | $71K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $5K | $64K | 0.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $56K | 0.2% | |
| TRP Global Multi-Sector Bond Fund 5,490 shares | Other securities | — | $5K | $55K | 0.2% | |
| Fidelity Intermediate Trs Bd Index 5,054 shares | Mutual Funds | — | $5K | $48K | 0.2% | |
| PGIM Jennison Small Co R6 1,325 shares | Common Stocks | — | $1K | $32K | 0.1% | |
| DFA International Value Portfolio 1,558 shares | Mutual Funds | — | $2K | $32K | 0.1% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 13,852 shares | Mutual Funds | — | $14K | $26K | 0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | $1K | $21K | <0.1% | |
| Smallcap World Fund Inc 247 shares | Common Stocks | — | — | $17K | <0.1% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 79 shares 146 Nuveen Lifecycle Index 2060 Fund - Class R6 8,939 shares | Mutual Funds | — | $9K | $17K | <0.1% | |
| BlackRock Strategic Income Opportunities Portfolio 1,465 shares | Other securities | — | $1K | $14K | <0.1% | |
| Fidelity Long Term Treasury Bd Index 394 shares | Mutual Funds | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $34 | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% |
