Jaime Woods signed S. J. Louis Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S. J. Louis Construction, Inc.'s EIN is 41-1440589.
Download the official 2024 Form 5500 (PDF) for S. J. Louis Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S. J. Louis Construction, Inc.'s plan includes ERISA 404(c) participant direction, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $3.2M | 23.2% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $2.7M | 19.3% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $2.2M | 16.1% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.9M | 13.6% | |
| VANGUARD 500 INDEX ADMIRAL Mutual Fund | Common Collective Trusts | — | — | $883K | 6.4% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $311K | 2.2% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $307K | 2.2% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $252K | 1.8% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $230K | 1.7% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $177K | 1.3% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $166K | 1.2% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $159K | 1.1% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $155K | 1.1% | |
| Interest Identity of issue Description of investment Basis Value AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | Mutual Funds | — | — | $148K | 1.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $143K | 1.0% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $130K | 0.9% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | Mutual Funds | — | — | $114K | 0.8% | |
| DFA REAL ESTATE SECURITIES I Mutual Fund | Mutual Funds | — | — | $100K | 0.7% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $81K | 0.6% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $80K | 0.6% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $78K | 0.6% | |
| MFS INTERNATIONAL DIVERSIFICATION R4 Mutual Fund | Mutual Funds | — | — | $72K | 0.5% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $64K | 0.5% | |
| MFS VALUE R6 Mutual Fund | Mutual Funds | — | — | $63K | 0.5% | |
| SMALL CAP VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $52K | 0.4% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $45K | 0.3% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $42K | 0.3% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $32K |
| — |
