JEFF Dugan signed Stevens Construction Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stevens Construction Corp.'s EIN is 39-0926065.
Download the official 2024 Form 5500 (PDF) for Stevens Construction Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stevens Construction Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $35K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $5.9M | 16.3% | |
| EMPOWER LIFETIME 2055 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 015 | Common Collective Trust | — | — | $2.8M | 7.7% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $2.4M | 6.6% | |
| EMPOWER LIFETIME 2045 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 014 | Common Collective Trust | — | — | $2.3M | 6.4% | |
| Dodge & Cox | Mutual Funds | — | — | $2.1M | 5.9% | |
| EMPOWER LIFETIME 2040 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 050 | Common Collective Trust | — | — | $1.9M | 5.3% | |
| EMPOWER LIFETIME 2035 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 013 | Common Collective Trust | — | — | $1.8M | 4.9% | |
| EMPOWER LIFETIME 2050 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 051 | Common Collective Trust | — | — | $1.7M | 4.6% | |
| Baird | Other securities | — | — | $1.5M | 4.3% | |
| Empower | Other securities | — | — | $1.5M | 4.2% | |
| Fidelity | Mutual Funds | — | — | $1.3M | 3.7% | |
| EMPOWER LIFETIME 2030 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 049 | Common Collective Trust | — | — | $1.1M | 3.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $873K | 2.4% | |
| Capital Group | Common Stocks | — | — | $835K | 2.3% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $835K | 2.3% | |
| Artisan Funds | Other securities | — | — | $820K | 2.3% | |
| American Funds | Mutual Funds | — | — | $790K | 2.2% | |
| Ishares | Other securities | — | — | $776K | 2.1% | |
| T. Rowe Price | Other securities | — | — | $717K | 2.0% | |
| Vanguard | Mutual Funds | — | — | $664K | 1.8% | |
| Vanguard | Mutual Funds | — | — | $621K | 1.7% | |
| PIMCO | Mutual Funds | — | — | $614K | 1.7% | |
| Vanguard | Mutual Funds | — | — | $605K | 1.7% | |
| Empower | Other securities | — | — | $565K | 1.6% | |
| DFA | Mutual Funds | — | — | $535K | 1.5% | |
| COHEN & STEERS U S REALTY FUND CLAS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $489K | 1.3% | |
| EMPOWER LIFETIME 2025 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 012 | Common Collective Trust | — | — | $349K | 1.0% | |
| T. Rowe Price | Other securities | — | — | $221K | 0.6% | |
| Credit Suisse | Other securities | — | — | $205K | 0.6% | |
| EMPOWER LIFETIME 2020 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 047 | Common Collective Trust | — | — | $197K | 0.5% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $10K |
| — |
