JJ Mashburn signed The Building People, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Building People, LLC's EIN is 45-4839699.
Download the official 2024 Form 5500 (PDF) for The Building People, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Building People, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| BENCHMARK RETIREMENT PLAN SERVICES | 82-2717929 | FREDERICKSBURG, VA | CONTRACT ADMIN | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.6M | 13.8% | |
| Fidelity Investments US Bond Index | Mutual Funds | — | — | $1.6M | 13.5% | |
| BLACKROCK EAFE EQUITY INDEX FEE C1R GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.0M | 8.7% | |
| Fidelity Investments Freedom Index 2040 INSTL Premium | Mutual Funds | — | — | $853K | 7.2% | |
| Fidelity Investments Mid Cap Index | Mutual Funds | — | — | $845K | 7.1% | |
| Fidelity Investments Freedom Index 2045 INSTL Premium | Mutual Funds | — | — | $666K | 5.6% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $658K | 5.5% | |
| Fidelity Investments Freedom Index 2050 INSTL Premium | Mutual Funds | — | — | $506K | 4.3% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $480K | 4.0% | |
| Fidelity Investments Emerging Markets Index | Mutual Funds | — | — | $466K | 3.9% | |
| Fidelity Investments Freedom Index 2060 INSTL Premium | Mutual Funds | — | — | $403K | 3.4% | |
| Fidelity Investments Freedom Index 2055 INSTL Premium | Mutual Funds | — | — | $386K | 3.2% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | Common Stocks | — | — | $376K | 3.2% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $342K | 2.9% | |
| American Funds Conserv G/I Portfolio R6 | Mutual Funds | — | — | $329K | 2.8% | |
| American Funds Washington Mutual | Mutual Funds | — | — | $320K | 2.7% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $319K | 2.7% | |
| American Funds Moderate G/I Portfolio R6 ** 1 American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $226K | 1.9% | |
| Fidelity Investments Freedom Index 2030 INSTL Premium | Mutual Funds | — | — | $136K | 1.1% | |
| Fidelity Investments Freedom Index 2065 INSTL Premium | Mutual Funds | — | — | $108K | 0.9% | |
| Fidelity Investments Freedom Index 2025 INSTL Premium | Mutual Funds | — | — | $67K | 0.6% | |
| Fidelity Investments Freedom Index 2015 INSTL Premium | Mutual Funds | — | — | $66K | 0.6% | |
| American Funds GR and INC Port R-6 | Mutual Funds | — | — | $30K | 0.3% | |
| Fidelity Investments Freedom Index 2035 INSTL Premium | Mutual Funds | — | — | $30K | 0.2% | |
| Fidelity Investments Freedom Index 2020 INSTL Premium | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | AKRON, OH | INVESTMENT ADVISOR | $37K | — |
