Rodney L. Brockett signed Peterson Contractors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peterson Contractors, Inc.'s EIN is 42-0921654.
Download the official 2024 Form 5500 (PDF) for Peterson Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peterson Contractors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $99K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Registered Investment Company Vanguard Wellington Adm | Mutual Funds | — | — | $53.5M | 70.0% | |
| Vanguard Registered Investment Company Vanguard 500 Index Adm | Common Collective Trusts | — | — | $6.3M | 8.3% | |
| Harbor Common/Collective Trust Harbor Cap Appr Fund Inst | Common Collective Trusts | — | — | $5.3M | 6.9% | |
| HARBOR CAPITAL APPRE CIT CLASS R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $5.3M | 6.9% | |
| VANGUARD RET. SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $1.7M | 2.3% | |
| T. ROWE PRICE RET. 2025 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| MFS LARGE CAP VALUE FUND; CT WILMINGTON TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $922K | 1.2% | |
| T. ROWE PRICE RET. 2020 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $911K | 1.2% | |
| Loomis Sayles Registered Investment Company Loomis Sayles Core Plus Bond Fund | Common Stocks | — | — | $908K | 1.2% | |
| T. ROWE PRICE RET. 2035 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $784K | 1.0% | |
| Vanguard Registered Investment Company Vanguard Total Bond Mkt Index Adm | Mutual Funds | — | — | $728K | 1.0% | |
| Principal Registered Investment Company Prinpal Small Cap Growth Fund R6 | Common Stocks | — | — | $716K | 0.9% | |
| Vanguard Registered Investment Company Vanguard Extended Market Index Adm | Mutual Funds | — | — | $668K | 0.9% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $503K | 0.7% | |
| MFS MID CAP VALUE FUND; CT WILMINGTON TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $500K | 0.7% | |
| T. ROWE PRICE RET. 2055 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $424K | 0.6% | |
| T. ROWE PRICE RET. 2050 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $347K | 0.5% | |
| T. ROWE PRICE RET. 2040 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $318K | 0.4% | |
| Vanguard Registered Investment Company Vanguard Total International Index Adm | Mutual Funds | — | — | $288K | 0.4% | |
| MFS MID CAP GROWTH FUND; CT WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $117K | 0.2% | |
| Dodge & Cox Registered Investment Company Dodge & Cox International Stock Fund | Mutual Funds | — | — | $106K | 0.1% | |
| Macquarie Registered Investment Company Macquarie Small Cap Value Fund | Common Stocks | — | — | $83K | 0.1% | |
| T. ROWE PRICE RET. 2030 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $42K | <0.1% | |
| T. ROWE PRICE RET. 2015 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $27K | <0.1% | |
| T. ROWE PRICE RET. 2045 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $24K | <0.1% | |
| T. ROWE PRICE RET. 2065 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| Vanguard Registered Investment Company Vanguard Federal Money Market Fund | Mutual Funds | — | — | $13K | <0.1% | |
| T. ROWE PRICE RET. 2005 TRUST; CL K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $3 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
