John Bachhuber signed M. A. Mortenson Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M. A. Mortenson Company's EIN is 41-0740923.
Download the official 2024 Form 5500 (PDF) for M. A. Mortenson Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M. A. Mortenson Company'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $288K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTANT/AUDITOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMCB SR PB 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $6.2M | 16.0% | |
| JPMCB SR PB 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $4.9M | 12.6% | |
| JPMCB SR PB 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $3.9M | 10.0% | |
| JPMCB SR PB 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $3.7M | 9.5% | |
| JPMCB SR PB 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $3.5M | 8.9% | |
| JPMCB SR PB 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $3.4M | 8.8% | |
| JPMCB SR PB 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $3.1M | 8.1% | |
| JPMCB SR PB 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $2.2M | 5.8% | |
| Galliard Stable Return Fund E | Other securities | — | — | $1.3M | 3.4% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| New York Life Investment Winslow Large Cap Growth Fund Class A | Mutual Funds | — | — | $1.2M | 3.1% | |
| JPMCB SR PB 2065 CF JP MORGAN CHASE BANK, N.A. · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| JPMCB SR PB 2020 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| RT L&G ACWI EX US A RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 001 | Common Collective Trust | — | — | $771K | 2.0% | |
| Legal & General S&P 500 Collective Trust Fund Class A | Common Collective Trusts | — | — | $744K | 1.9% | |
| State Street Small-Mid Cap Equity Index Fund Class A | Common Collective Trusts | — | — | $557K | 1.4% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $557K | 1.4% | |
| MFS Value Fund (R3) | Mutual Funds | — | — | $476K | 1.2% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $293K | 0.8% | |
| JPMorgan Smart Retirement Passive Blend Income Fund | Other securities | — | — | $216K | 0.6% | |
| JPMCB SR PB INC CF JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $216K | 0.6% | |
| Money Market Fund * Fidelity Government Cash Reserve Fund | Mutual Funds | — | — | $181K | 0.5% | |
| WTC-CIF II International Opportunities (Series 4) | Common Collective Trusts | — | — | $157K | 0.4% | |
| WT INTL OPPS 4 WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | — | — | $157K | 0.4% | |
| William Blair Small-Mid Cap Core I Fund | Other securities | — | — | $133K | 0.3% | |
| WM BLAIR SMID GR CIT GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $133K | 0.3% | |
| Victory Integrity Small/Mid-Cap Value Fund Class C | Other securities | — | — | $61K | 0.2% | |
| VICT INT SMMDCP VL C GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $61K | 0.2% | |
| BlackRock Strategic Income Opportunities Fund Class K | Other securities | — | — | $39K | <0.1% | |
| Legal & General MSCI ACWI Ex-USA Collective Trust Fund Class A | Common Collective Trusts | — | — | $27K | <0.1% | |
| Vanguard Total Bond Market Institutional Fund | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
