Trina McVicker signed Holtz Builders, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Holtz Builders, Inc.'s EIN is 39-1777699.
Download the official 2024 Form 5500 (PDF) for Holtz Builders, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holtz Builders, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Inv | Other securities | — | — | $768K | 32.4% | |
| T. Rowe Price TRetirement 2045 Inv | Other securities | — | — | $372K | 15.7% | |
| T. Rowe Price Retirement 2025 Inv | Other securities | — | — | $231K | 9.8% | |
| T. Rowe Price Retirement 2030 Inv | Other securities | — | — | $222K | 9.4% | |
| T. Rowe Price Retirement 2060 Inv | Other securities | — | — | $152K | 6.4% | |
| T. Rowe Price Retirement 2035 Inv | Other securities | — | — | $146K | 6.2% | |
| T. Rowe Price Retirement 2065 Inv | Other securities | — | — | $107K | 4.5% | |
| T. Rowe Price Retirement 2050 Inv | Other securities | — | — | $76K | 3.2% | |
| T. Rowe Price Retirement 2055 Inv | Other securities | — | — | $76K | 3.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $44K | 1.9% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $39K | 1.6% | |
| AllianceBernstein High Income Fund Z ** 83 Clearbridge Appreciation IS | Mutual Funds | — | — | $29K | 1.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $27K | 1.2% | |
| Nuveen Emerging Markets Equity Index R6 | Common Collective Trusts | — | — | $21K | 0.9% | |
| Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $12K | 0.5% | |
| JP Morgan U.S. Small Company R6 | Common Stocks | — | — | $10K | 0.4% | |
| Invesco Real Estate R6 | Mutual Funds | — | — | $9K | 0.4% | |
| Federated Hermes International Leaders R6 | Other securities | — | — | $8K | 0.3% | |
| T. Rowe Price Retirement 2020 Inv | Other securities | — | — | $8K | 0.3% | |
| Fidelity Advisor Mid Cap II Z | Mutual Funds | — | — | $4K | 0.2% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $3K | 0.1% | |
| Money Market Fund * T. Rowe Price T. Rowe Price Government Money Inv | Cash / Money Market | — | — | $3K | 0.1% | |
| from participants with maturities in 2025 -0- | Other securities | — | — | $1K | <0.1% |
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 |
|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $11K | — |
| MET WEST | — | LOS ANGELES, CA | NONE | $0 | — |
| JP MORGAN | 13-2624428 | — | NONE | $0 | — |
| ALLIANCE BERNSTEIN | — | DES MOINES, IA | NONE | $0 | — |
| ISHARES | — | SAN FRANCISCO, CA | NONE | $0 | — |
| FEDERATED HERME | 25-1111467 | — | NONE | $0 | — |
| LORD ABBETT SHORT | 13-3731507 | — | NONE | $0 | — |
| CLEARBRIDGE | — | NEW YORK, NY | NONE | $0 | — |
| NEUBERGER BERM | 13-5521910 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
