Bethany ROPA signed J.E. DUNN Construction Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.E. DUNN Construction Company's EIN is 44-0229405.
Download the official 2024 Form 5500 (PDF) for J.E. DUNN Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.E. DUNN Construction Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $118K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AC IN RETIRE TR XII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $245.1M | 52.9% | |
| Fidelity 500 Index Instl | Common Collective Trusts | — | — | $48.5M | 10.5% | |
| Fidelity Growth Company K6 Fund | Mutual Funds | — | — | $45.0M | 9.7% | |
| Global Trust Company Retirement Date 2040 TR XII | Common Stocks | — | — | $41.1M | 8.9% | |
| Global Trust Company Retirement Date 2035 TR XII | Common Stocks | — | — | $37.8M | 8.2% | |
| Global Trust Company Retirement Date 2045 TR XII | Common Stocks | — | — | $35.8M | 7.7% | |
| Global Trust Company Retirement Date 2050 TR XII | Common Stocks | — | — | $34.2M | 7.4% | |
| Global Trust Company Retirement Date 2055 TR XII | Common Stocks | — | — | $23.7M | 5.1% | |
| Global Trust Company Retirement Date 2030 TR XII | Common Stocks | — | — | $20.6M | 4.4% | |
| Global Trust Company Retirement Date 2060 TR XII | Common Stocks | — | — | $19.2M | 4.1% | |
| MASS MUTUAL STABLE VALUE DIVERSIFIE MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 448 | Pooled Separate Account | — | — | $18.5M | 4.0% | |
| T Rowe Price Mid-cap Growth | Mutual Funds | — | — | $14.4M | 3.1% | |
| AC US VAL YIELD EQ SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $14.0M | 3.0% | |
| Fidelity Total International Index Funds | Common Collective Trusts | — | — | $13.0M | 2.8% | |
| Global Trust Company IN Retirement TR XII | Common Stocks | — | — | $10.3M | 2.2% | |
| Baird Core Plus Institutional | Other securities | — | — | $10.3M | 2.2% | |
| Fidelity Midcap Index Funds | Common Collective Trusts | — | — | $9.8M | 2.1% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $8.9M | 1.9% | |
| Fidelity Smallcap Index Funds | Common Collective Trusts | — | — | $6.3M | 1.4% | |
| American Century Smallcap Value R6 | Other securities | — | — | $5.4M | 1.2% | |
| through 2034 | Other securities | — | — | $5.2M | 1.1% | |
| Fidelity Brokerage accounts | Self-Directed Brokerage | — | — | $4.9M | 1.0% | |
| John Hancock Disciplined Value Mid Cap I | Other securities | — | — | $4.5M | 1.0% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $4.1M | 0.9% | |
| Global Trust Company Retirement Date 2065 TR XII | Common Stocks | — | — | $3.1M | 0.7% | |
| Janus Henderson Venture Fund Class T | Mutual Funds | — | — | $3.0M | 0.6% | |
| PIMCO Income Fund A | Mutual Funds | — | — | $2.6M | 0.6% | |
| Fidelity Interest-bearing cash | Mutual Funds | — | — | $13K | <0.1% |
