Carrie Leinicke signed Questec Constructors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Questec Constructors, Inc.'s EIN is 43-1766160.
Download the official 2024 Form 5500 (PDF) for Questec Constructors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Questec Constructors, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPARD WEALTH MANAGEMENT LLC | 47-5405018 | — | ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid Fdm Idx 2045 Ipr Mutual Fund | Common Collective Trusts | — | — | $5.2M | 18.1% | |
| Fid Fdm Idx 2050 Ipr Mutual Fund | Common Collective Trusts | — | — | $4.9M | 17.0% | |
| Fid Fdm Idx 2055 Ipr Mutual Fund | Common Collective Trusts | — | — | $4.4M | 15.3% | |
| Is Tot Us Stk Mkt K Mutual Fund | Other securities | — | — | $3.1M | 10.8% | |
| Fid Fdm Idx 2040 Ipr Mutual Fund | Common Collective Trusts | — | — | $2.3M | 8.2% | |
| Fid Fdm Idx 2060 Ipr Mutual Fund | Common Collective Trusts | — | — | $1.9M | 6.7% | |
| Fid Fdm Idx 2030 Ipr Mutual Fund | Common Collective Trusts | — | — | $1.6M | 5.5% | |
| Fid Fdm Idx 2065 Ipr Mutual Fund | Common Collective Trusts | — | — | $1.4M | 5.0% | |
| Fid Fdm Idx 2035 Ipr Mutual Fund | Common Collective Trusts | — | — | $1.3M | 4.4% | |
| Fid Fdm Idx 2025 Ipr Mutual Fund | Common Collective Trusts | — | — | $666K | 2.3% | |
| Participant Loans 5.25% - 10.50% - | Bonds / Notes | — | — | $579K | 2.0% | |
| Fid Govt Mmkt K6 Money Market | Mutual Funds | — | — | $533K | 1.9% | |
| Is Msci Tot Intl K Mutual Fund | Other securities | — | — | $215K | 0.7% | |
| Fid Fdm Idx 2020 Ipr Mutual Fund | Common Collective Trusts | — | — | $210K | 0.7% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $191K | 0.7% | |
| Fid Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $99K | 0.3% | |
| Is Us Agg Bd Idx K Mutual Fund | Common Collective Trusts | — | — | $88K | 0.3% | |
| Fid Fdm Idx 2070 Ipr Mutual Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| Fid Fdm Idx Inc Ipr Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
