SUE Miller signed Construction Resources Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Construction Resources Management, Inc.'s EIN is 39-1542489.
Download the official 2024 Form 5500 (PDF) for Construction Resources Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Construction Resources Management, Inc.'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $117K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Grow th Fund - | Mutual Funds | — | — | $15.8M | 8.8% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | $8.8M | $11.4M | 6.3% | |
| Baird Intermediate Bond Fd Instl | Other securities | — | $11.8M | $10.9M | 6.0% | |
| MFS International | Mutual Funds | — | $5.5M | $10.0M | 5.6% | |
| Baird Core Plus Bond Inst | Other securities | — | $9.3M | $9.5M | 5.3% | |
| Invesco Equally Weighted S&P 500 Fund | Common Collective Trusts | — | $8.8M | $8.1M | 4.5% | |
| Vanguard 500 Index Fund - | Common Collective Trusts | — | — | $6.9M | 3.8% | |
| Carillon Reams Core Bond Fund | Other securities | — | $7.0M | $6.5M | 3.6% | |
| CASTLEARK SMALL COMPANY GROWTH CASTLEARK · EIN 46-4251197 / PN 001 | Common Collective Trust | — | — | $6.4M | 3.5% | |
| Vanguard Developed Markets Fund | Mutual Funds | — | $6.4M | $6.1M | 3.4% | |
| Janus Henderson Enterprise Fund - | Mutual Funds | — | — | $6.0M | 3.4% | |
| Vanguard Target Retirement 2040 Fund - | Mutual Funds | — | — | $4.6M | 2.5% | |
| Boston Partners All-Cap Value Fund | Other securities | — | $4.3M | $4.3M | 2.4% | |
| Vanguard Extended Markets Fund | Mutual Funds | — | $4.3M | $4.2M | 2.3% | |
| Dodge & Cox Income Fund - | Mutual Funds | — | — | $4.2M | 2.3% | |
| Vanguard Target Retirement 2055 Fund - | Mutual Funds | — | — | $4.2M | 2.3% | |
| Boston Partners All-Cap Value Fund - | Other securities | — | — | $4.2M | 2.3% | |
| Vanguard Target Retirement 2035 Fund - | Mutual Funds | — | — | $4.0M | 2.2% | |
| CastleArk Small Company Grow th | Common Stocks | — | $2.4M | $3.8M | 2.1% | |
| Hartford Core Equity Fund-R3 - | Other securities | — | — | $3.6M | 2.0% | |
| American Income Fund of America Class R6 - | Other securities | — | — | $3.6M | 2.0% | |
| Royce Special Equity Fund | Other securities | — | $4.5M | $3.5M | 1.9% | |
| Vanguard Small Cap Index Fund - | Common Collective Trusts | — | — | $3.4M | 1.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.8% | |
| First Eagle Overseas Fund - | Other securities | — | — | $3.2M | 1.7% | |
| Vanguard Mid Cap Index Fund - | Common Collective Trusts | — | — | $3.1M | 1.7% | |
| Vanguard Target Retirement 2050 Fund - | Mutual Funds | — | — | $3.1M | 1.7% | |
| Vanguard Target Retirement 2030 Fund - | Mutual Funds | — | — | $3.0M | 1.7% | |
| Vanguard Cash Reserves Money Market | Mutual Funds | — | $2.6M | $2.6M | 1.4% | |
| CastleArk Small Company Grow th - | Common Stocks | — | — | $2.5M | 1.4% | |
| Royce Special Equity Fund - | Other securities | — | — | $2.4M | 1.3% | |
| Vanguard Target Retirement 2045 Fund - | Mutual Funds | — | — | $2.3M | 1.3% | |
| DFA Emerging Markets - | Mutual Funds | — | — | $1.8M | 1.0% | |
| JP Morgan Mid Cap Value Fund | Other securities | — | — | $1.6M | 0.9% | |
| American Capital Income Builder Fund - | Other securities | — | — | $1.4M | 0.8% | |
| Cohen & Steers Real Estate Securities Fund CI - | Other securities | — | — | $1.1M | 0.6% | |
| Vanguard Target Retirement 2025 Fund - | Mutual Funds | — | — | $960K | 0.5% | |
| Vanguard Inflation - Protected Securities Fund Admiral - | Mutual Funds | — | — | $944K | 0.5% | |
| Vanguard Target Retirement 2060 Fund - | Mutual Funds | — | — | $858K | 0.5% | |
| Brandyw ine Global - Global Opportunities Bond Fund - | Other securities | — | — | $824K | 0.5% | |
| Federated Ultrashort Bond Fund | U.S. Treasuries | — | $431K | $441K | 0.2% | |
| Vanguard Target Retirement 2065 Fund - | Mutual Funds | — | — | $423K | 0.2% | |
| Vanguard Target Retirement Income Fund - | Mutual Funds | — | — | $293K | 0.2% | |
| Vanguard Target Retirement 2020 Fund - | Mutual Funds | — | — | $187K | 0.1% | |
| Cash - | Cash / Money Market | — | — | $30K | <0.1% | |
| Participant Loans Rates of 5.25% to 10.50% - | Bonds / Notes | — | — | $16K | <0.1% |
