JANA Talich signed Stephens and Smith Construction's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stephens and Smith Construction's EIN is 47-0558429.
Download the official 2024 Form 5500 (PDF) for Stephens and Smith Construction from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stephens and Smith Construction'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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | — | LINCOLN, NE | NONE | $27K | — |
| MATRIX FINANCIAL SOLUTIONS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Large Cap Growth Mutual Fund | Other securities | — | — | $2.6M | 19.9% | |
| Washington Mutual Fund | Other securities | — | — | $2.0M | 14.9% | |
| New Perspective Mutual Fund | Other securities | — | — | $1.2M | 9.4% | |
| American Balanced Mutual Fund | Other securities | — | — | $940K | 7.2% | |
| 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $699K | 5.3% | |
| EuroPacific Mutual Fund | Other securities | — | — | $649K | 5.0% | |
| Mid Cap Mutual Fund | Other securities | — | — | $645K | 4.9% | |
| Choice 2045 Mutual Fund | Other securities | — | — | $504K | 3.8% | |
| Choice 2055 Mutual Fund | Other securities | — | — | $490K | 3.7% | |
| Aggressive Mutual Fund | Other securities | — | — | $412K | 3.1% | |
| Mid Cap Index Mutual Fund | Other securities | — | — | $397K | 3.0% | |
| Small Cap Index Mutual Fund | Other securities | — | — | $377K | 2.9% | |
| Choice 2035 Mutual Fund | Other securities | — | — | $339K | 2.6% | |
| Participant Loans Variable interest rates: 4.25% to 9.5% | Bonds / Notes | — | — | $323K | 2.5% | |
| GALLIARD STABLE RETURN C GALLIARD CAPITAL MANAGEMENT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $293K | 2.2% | |
| Galliard Stable Return CCT | Other securities | — | — | $285K | 2.2% | |
| Small Cap Value Index Mutual Fund | Other securities | — | — | $236K | 1.8% | |
| Conservative Mutual Fund | Other securities | — | — | $184K | 1.4% | |
| Moderate Mutual Fund | Other securities | — | — | $142K | 1.1% | |
| Core Plus Bond Mutual Fund | Other securities | — | — | $133K | 1.0% | |
| Choice 2025 Mutual Fund | Other securities | — | — | $117K | 0.9% | |
| Choice in Retirement Mutual Fund | Other securities | — | — | $76K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-1591048 |
| — |
| NONE |
| $0 |
| — |
