Mike Burke signed Norwalk/Indianola Ready-Mixed Concrete Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Norwalk/Indianola Ready-Mixed Concrete Inc.'s EIN is 42-0982450.
Download the official 2024 Form 5500 (PDF) for Norwalk/Indianola Ready-Mixed Concrete Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Norwalk/Indianola Ready-Mixed Concrete 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 |
|---|---|---|---|---|---|
| CITY STATE BANK | 42-0443990 | — | NONE | $72K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2030 79,004.605 mutual fund shares | Mutual Funds | — | $79K | $2.0M | 16.7% | |
| HARBOR CAPITAL APPRECIATION FD 9,944.746 mutual fund shares | Other securities | — | $10K | $1.1M | 9.3% | |
| T ROWE PRICE RETIREMENT 2040 35,397.925 mutual fund shares | Mutual Funds | — | $35K | $1.1M | 8.9% | |
| VANGUARD LIFESTRATEGY GROWTH 16,801.998 mutual fund shares | Mutual Funds | — | $17K | $742K | 6.1% | |
| AMERICAN FUNDS BALANCED FD R5 26,368.578 mutual fund shares | Mutual Funds | — | $26K | $477K | 3.9% | |
| T ROWE PRICE RETIREMENT 2050 22,537.610 mutual fund shares | Mutual Funds | — | $23K | $427K | 3.5% | |
| VANGUARD SMALL CAP INDEX 3,297.608 mutual fund shares | Mutual Funds | — | $3K | $379K | 3.1% | |
| VANGUARD 500 INDEX 693.601 mutual fund shares | Common Collective Trusts | — | — | $376K | 3.1% | |
| MAIRS & POWER GROWTH INV. 2,158.190 mutual fund shares | Other securities | — | $2K | $366K | 3.0% | |
| VANGUARD LIFESTRATEGY MOD GRTH 11,448.221 mutual fund shares | Mutual Funds | — | $11K | $359K | 3.0% | |
| VANGUARD LIFESTRATEGY INCOME 23,471.421 mutual fund shares | Mutual Funds | — | $23K | $353K | 2.9% | |
| PIMCO SHORT-TERM INST'L BOND 35,981.367 mutual fund shares | Mutual Funds | — | $36K | $346K | 2.9% | |
| DFA SH TERM EXTENDED QUALITY 31,619.092 mutual fund shares | Mutual Funds | — | $32K | $328K | 2.7% | |
| FIDELITY LOW-PRICED STOCK FUND 7,500.527 mutual fund shares | Mutual Funds | — | $8K | $306K | 2.5% | |
| Cash-Vanguard Money Market Prime | Mutual Funds | — | — | $296K | 2.4% | |
| VANGUARD EQUITY INCOME ADM 3,333.143 mutual fund shares | Mutual Funds | — | $3K | $294K | 2.4% | |
| DFA INTL CORE EQUITY 18,448.016 mutual fund shares | Mutual Funds | — | $18K | $284K | 2.3% | |
| FIDELITY CONTRAFUND 12,924.693 mutual fund shares | Mutual Funds | — | $13K | $272K | 2.2% | |
| VANGUARD MID CAP INDEX 737.838 mutual fund shares | Mutual Funds | — | — | $241K | 2.0% | |
| EATON VANCE INC FD OF BOSTON I 46,389.317 mutual fund shares | Common Stocks | — | $46K | $239K | 2.0% | |
| Receivables | Other securities | — | — | $216K | 1.8% | |
| DFA US TARGETED VALUE 6,029.778 mutual fund shares | Mutual Funds | — | $6K | $207K | 1.7% | |
| VANGUARD GNMA ADMIRAL SHS. 18,448.725 mutual fund shares | Agency / Mortgage-Backed | — | $18K | $168K | 1.4% | |
| VANGUARD SELECTED VALUE INV. 6,164.432 mutual fund shares | Mutual Funds | — | $6K | $167K | 1.4% | |
| VANGUARD EXPLORER INV. 1,400.184 mutual fund shares | Mutual Funds | — | $1K | $161K | 1.3% | |
| T ROWE PRICE RETIREMENT 2020 8,341.774 mutual fund shares | Mutual Funds | — | $8K | $155K | 1.3% | |
| VANGUARD LIFESTRATEGY CONS GRO 7,306.809 mutual fund shares | Mutual Funds | — | $7K | $149K | 1.2% | |
| AMER FDS CAP WORLD GRTH/INC R5 2,291.500 mutual fund shares | Common Stocks | — | $2K | $146K | 1.2% | |
| DODGE & COX STOCK FUND 521.336 mutual fund shares | Mutual Funds | — | — | $134K | 1.1% | |
| T ROWE PRICE REAL ESTATE FUND 11,409.556 mutual fund shares | Mutual Funds | — | $11K | $131K | 1.1% | |
| DFA EMERGING MKTS CORE EQUITY 3,755.842 mutual fund shares | Mutual Funds | — | $4K | $87K | 0.7% | |
| AMERICAN FDS SMALLCAP WORLD R5 623.685 mutual fund shares | Other securities | — | — | $44K | 0.4% | |
| BARON ASSET FUND 311.097 mutual fund shares | Other securities | — | — | $28K | 0.2% | |
| VANGUARD INFLATION-PROT SECS 159.618 mutual fund shares | Mutual Funds | — | — | $4K | <0.1% | |
| DFA US CORE EQUITY 32.107 mutual fund shares | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
