Jessica Grigsby signed Calhoun Construction Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calhoun Construction Services, Inc.'s EIN is 46-0585137.
Download the official 2024 Form 5500 (PDF) for Calhoun Construction Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calhoun Construction Services, 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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT | 82-0759826 | — | ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom BLD 2040 K6 70,009 | Mutual Funds | — | — | $873K | 14.7% | |
| Fidelity Freedom BLD 2035 K6 61,183 | Mutual Funds | — | — | $727K | 12.2% | |
| Prudential Guaranteed Income Fund 19,644 | Other securities | — | — | $551K | 9.3% | |
| JPMorgan Large Cap Growth Fund R6 6,488 | Other securities | — | — | $543K | 9.1% | |
| Fidelity Freedom BLD 2060 K6 34,581 | Mutual Funds | — | — | $442K | 7.4% | |
| Fidelity Freedom BLD 2055 K6 31,601 | Mutual Funds | — | — | $400K | 6.7% | |
| Fidelity 500 Index Fund 1,920 | Common Collective Trusts | — | — | $392K | 6.6% | |
| Fidelity Freedom BLD 2045 K6 21,761 | Mutual Funds | — | — | $274K | 4.6% | |
| Fidelity Freedom BLD 2050 K6 16,446 | Mutual Funds | — | — | $207K | 3.5% | |
| Fidelity Freedom BLD 2065 K6 13,031 | Mutual Funds | — | — | $172K | 2.9% | |
| JPMorgan Core Bond Fund Class R6 13,360 | Other securities | — | — | $135K | 2.3% | |
| Fidelity Freedom BLD 2030 K6 10,742 | Mutual Funds | — | — | $121K | 2.0% | |
| Fidelity Mid Cap Index Fund 3,396 | Common Collective Trusts | — | — | $115K | 1.9% | |
| JPMorgan U.S. Equity Fund R6 4,269 | Other securities | — | — | $107K | 1.8% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund 87,338 | Mutual Funds | — | — | $87K | 1.5% | |
| American Funds Balanced Fund R6 2,227 | Mutual Funds | — | — | $77K | 1.3% | |
| Hartford International Value Fund Class R6 3,859 | Other securities | — | — | $70K | 1.2% | |
| JPMorgan Equity Income Fund R6 2,852 | Other securities | — | — | $68K | 1.1% | |
| MFS Mid Cap Growth Fund Class R6 2,110 | Mutual Funds | — | — | $66K | 1.1% | |
| Fidelity Small Cap Index Fund 2,316 | Common Collective Trusts | — | — | $64K | 1.1% | |
| Putnam Small Cap Growth Fund Class R6 766 | Mutual Funds | — | — | $61K | 1.0% | |
| Fidelity Freedom BLD 2025 K6 4,495 | Mutual Funds | — | — | $49K | 0.8% | |
| Fidelity International Index Fund 804 | Common Collective Trusts | — | — | $38K | 0.6% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest from 4.25% to 9.50%, with maturities through October 2029 0 | Bonds / Notes | — | — | $36K | 0.6% | |
| DFA U.S. Targeted Value Fund I 665 | Mutual Funds | — | — | $23K | 0.4% | |
| Pioneer Strategic Income Fund Class K 2,162 | Other securities | — | — | $20K | 0.3% | |
| REGISTERED INVESTMENT COMPANIES American Century Strategic Allocation Aggressive Fund R6 1,059 | Other securities | — | — | $8K | 0.1% | |
| American Century Strategic Allocation Moderate Fund R6 1,247 | Other securities | — | — | $8K | 0.1% | |
| Victory Sycamore Established Value Fund R6 169 | Other securities | — | — | $8K | 0.1% | |
| WCM Focused International Growth Institutional Fund 342 | Other securities | — | — | $7K | 0.1% | |
| Fidelity International Small Cap Fund 91 | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity U.S. Bond Index Fund 204 | Common Collective Trusts | — | — | $2K | <0.1% | |
| BlackRock High Yield Bond Fund K 263 | Other securities | — | — | $2K | <0.1% | |
| Fidelity Freedom BLD 2010 K6 173 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom BLD 2070 K6 139 | 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.
