Steven Van PEE signed Super Excavator, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Super Excavator, Inc.'s EIN is 39-1050777.
Download the official 2024 Form 5500 (PDF) for Super Excavator, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Super Excavator, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | BROKER/DEALER | $14K | — |
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 |
|---|---|---|---|---|---|
| SIKICH CPA, LLC | 54-1172176 | — | AUDITOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.4M | 12.8% | |
| TIAA-CREF Lifecycle Index 2040 Fund | Mutual Funds | — | — | $2.2M | 8.3% | |
| TIAA-CREF Lifecycle Index 2030 Fund | Mutual Funds | — | — | $1.9M | 7.2% | |
| TIAA-CREF Lifecycle Index 2035 Fund | Mutual Funds | — | — | $1.9M | 7.2% | |
| TIAA-CREF Lifecycle Index 2050 Fund | Mutual Funds | — | — | $1.4M | 5.3% | |
| LARGE CAP VALUE FUND - FEE CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.4M | 5.2% | |
| Vanguard Treasury Money Market Fund Investment | Mutual Funds | — | — | $1.3M | 4.9% | |
| TIAA-CREF Lifecycle Index 2045 Fund | Mutual Funds | — | — | $1.2M | 4.6% | |
| and Money Market Mutual Funds American Funds American Balanced Fund | Mutual Funds | — | — | $1.1M | 4.0% | |
| LARGE CAP GROWTH FUND III - FEE CLA GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.8% | |
| Group Annuity Contract VOYA Retirement Insurance and * Annuity Company Group Annuity Contract | Common Stocks | — | — | $974K | 3.6% | |
| TIAA-CREF Lifecycle Index 2025 Fund | Mutual Funds | — | — | $829K | 3.1% | |
| TIAA-CREF Lifecycle Index 2055 Fund | Mutual Funds | — | — | $817K | 3.0% | |
| T. Rowe Price Science and Technology Fund | Other securities | — | — | $812K | 3.0% | |
| TIAA-CREF Lifecycle Index 2020 Fund | Mutual Funds | — | — | $768K | 2.9% | |
| Hartford Funds Dividend and Growth Fund | Other securities | — | — | $756K | 2.8% | |
| TIAA-CREF Lifecycle Index Retirement Income Fund | Mutual Funds | — | — | $664K | 2.5% | |
| Virtus Mutual Funds Mid-Cap Value Fund | Other securities | — | — | $533K | 2.0% | |
| TIAA-CREF Lifecycle Index 2060 Fund | Mutual Funds | — | — | $442K | 1.6% | |
| T. Rowe Price Global Stock Fund | Other securities | — | — | $409K | 1.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $395K | 1.5% | |
| CORE PLUS BOND FUND - FEE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $388K | 1.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $331K | 1.2% | |
| MID CAP GROWTH FUND - FEE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $239K | 0.9% | |
| Hartford Schroders International Multi-Cap Value Fund | Other securities | — | — | $238K | 0.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $206K | 0.8% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $167K | 0.6% | |
| Goldman Sachs Small Cap Value Insights Fund | Other securities | — | — | $116K | 0.4% | |
| TIAA-CREF Lifecycle Index 2065 Fund | Mutual Funds | — | — | $94K | 0.3% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $93K | 0.3% | |
| SMALL CAP GROWTH FUND II - FEE CLAS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $89K | 0.3% | |
| EMERGING MARKETS FUND - FEE CLASS R GREAT GRAY TRUST COMPANY, LLC · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $88K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $86K | 0.3% | |
| Western Asserts Core Bond Fund | Other securities | — | — | $85K | 0.3% | |
| Dimensional Fund Advisor LP Inflation Protected Securities Portfolio Fund | Mutual Funds | — | — | $73K | 0.3% | |
| INTERNATIONAL EQUITY FUND - FEE CLA GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $68K | 0.3% | |
| Fidelity Long Term Treasury Bond Index | U.S. Treasuries | — | — | $57K | 0.2% | |
| Lazard Global Investment Bank Global Listed Infrastructure Portfolio Fund | Other securities | — | — | $7K | <0.1% | |
| and Money Market Mutual Funds (Continued) TIAA-CREF Lifecycle Index 2015 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| VOYA Investments Government Money Market Fund | Cash / Money Market | — | — | $4K | <0.1% |
