LISA Bell signed Consolidated Concrete Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Consolidated Concrete Co.'s EIN is 47-0494387.
Download the official 2024 Form 5500 (PDF) for Consolidated Concrete Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Consolidated Concrete Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing, 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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date - A | Mutual Funds | — | — | $1.7M | 15.6% | |
| American Funds 2020 Target Date - A | Mutual Funds | — | — | $1.5M | 13.1% | |
| American Funds 2030 Target Date - A | Mutual Funds | — | — | $1.3M | 11.6% | |
| American Funds 2045 Target Date - A | Mutual Funds | — | — | $1.1M | 10.0% | |
| American Funds 2040 Target Date - A | Mutual Funds | — | — | $998K | 9.0% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $683K | 6.2% | |
| American Funds 2060 Target Date - A | Mutual Funds | — | — | $598K | 5.4% | |
| American Funds 2055 Target Date - A | Mutual Funds | — | — | $487K | 4.4% | |
| JP Morgan US Equity - A | Other securities | — | — | $481K | 4.4% | |
| PGIM Total Return Bond Fund - A | Other securities | — | — | $414K | 3.7% | |
| Vanguard 500 Index - A | Common Collective Trusts | — | — | $411K | 3.7% | |
| American Funds 2025 Target Date - A | Mutual Funds | — | — | $286K | 2.6% | |
| American Funds 2050 Target Date - A | Mutual Funds | — | — | $267K | 2.4% | |
| Notes receivable from participants Various 4.25%-9.50% - | Bonds / Notes | — | — | $230K | 2.1% | |
| Voya Small Cap Growth Fund - A | Other securities | — | — | $181K | 1.6% | |
| Vanguard Extended Market Index - A | Mutual Funds | — | — | $179K | 1.6% | |
| American Funds 2065 Target Date - A | Mutual Funds | — | — | $125K | 1.1% | |
| American Funds Europacific Growth - A | Mutual Funds | — | — | $111K | 1.0% | |
| Goldman Sachs Small Cap Value - A | Other securities | — | — | $33K | 0.3% | |
| AC IN RETIRE TR S GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
