Hilary Kupietz signed Construction Ventures, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Construction Ventures, Inc.'s EIN is 41-1655342.
Download the official 2024 Form 5500 (PDF) for Construction Ventures, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Construction Ventures, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCHANTS BANK NATIONAL ASSOCIATION | 41-0632402 | — | NONE | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 I Class Fund | Other securities | — | — | $1.3M | 14.9% | |
| T. Rowe Price Retirement 2040 I Class Fund | Other securities | — | — | $1.3M | 14.0% | |
| Schwab Bank Savings | Mutual Funds | — | — | $1.1M | 12.3% | |
| JPMorgan Large Cap Growth Class R6 Fund | Other securities | — | — | $916K | 10.2% | |
| Putnam Large Cap Value Class R6 Fund | Mutual Funds | — | — | $635K | 7.1% | |
| American Funds The Bond Fund of America R6 Fund | Mutual Funds | — | — | $583K | 6.5% | |
| Principal MidCap Class R6 Fund | Other securities | — | — | $556K | 6.2% | |
| T. Rowe Price Retirement 2060 I Class Fund | Other securities | — | — | $429K | 4.8% | |
| T. Rowe Price Retirement 2030 I Class Fund | Other securities | — | — | $392K | 4.4% | |
| T. Rowe Price Retirement 2025 I Class Fund | Other securities | — | — | $337K | 3.8% | |
| American Century Small Cap Growth R6 Fund | Other securities | — | — | $303K | 3.4% | |
| T. Rowe Price Retirement 2055 I Class Fund | Other securities | — | — | $245K | 2.7% | |
| MFS International Equity R6 Fund | Mutual Funds | — | — | $225K | 2.5% | |
| T. Rowe Price Retirement 2020 I Class Fund | Other securities | — | — | $168K | 1.9% | |
| T. Rowe Price Retirement 2035 I Class Fund | Other securities | — | — | $111K | 1.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $89K | 1.0% | |
| T. Rowe Price Retirement 2065 I Class Fund | Other securities | — | — | $75K | 0.8% | |
| T. Rowe Price Retirement 2045 I Class Fund | Other securities | — | — | $74K | 0.8% | |
| JPMorgan U.S. Research Enhanced Equity R6 Fund | Other securities | — | — | $38K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $32K | 0.4% | |
| MFS Mid Cap Value Class R6 Fund | Mutual Funds | — | — | $19K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $14K | 0.2% | |
| Fidelity Advisor Emerging Markets Discovery Class Z Fund | Mutual Funds | — | — | $9K | 0.1% | |
| Allspring Short-Term Bond Plus R6 Fund | Other securities | — | — | $4K | <0.1% | |
| PIMCO RAE U.S. Small Institutional Fund | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Fund | Mutual Funds | — | — | $2K | <0.1% | |
| FullerThaler Behavioral Small Cap Equity R6 Fund | 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.
