Jay G. LEEK signed Beachner Construction Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beachner Construction Company, Inc.'s EIN is 48-0531159.
Download the official 2024 Form 5500 (PDF) for Beachner Construction Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beachner Construction Company, Inc.'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $85K | — |
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 New Perspective R6 Mutual fund - | Other securities | — | — | $2.9M | 14.3% | |
| American Balanced R6 Mutual fund - | Other securities | — | — | $2.6M | 13.1% | |
| Fidelity 500 Index Fund Mutual fund - | Common Collective Trusts | — | — | $1.9M | 9.7% | |
| Schwab FDMTL US LG CO Idx Mutual fund - | Common Collective Trusts | — | — | $1.8M | 9.3% | |
| American Smallcap World R6 (2635) Mutual fund - | Other securities | — | — | $1.4M | 6.8% | |
| Fidelity International Growth Z Mutual fund - | Mutual Funds | — | — | $1.1M | 5.4% | |
| PIMCO Income Fund lnstl Mutual fund - | Mutual Funds | — | — | $1.0M | 5.2% | |
| Principal Real Estate Securities Inst Mutual fund - | Other securities | — | — | $1000K | 5.0% | |
| Vanguard GNMA Admiral Mutual fund - | Agency / Mortgage-Backed | — | — | $917K | 4.6% | |
| T Rowe Price Mid Cap Value I Mutual fund - | Mutual Funds | — | — | $807K | 4.0% | |
| Value Line Mid Cap Focused Institutional Mutual fund - | Other securities | — | — | $787K | 3.9% | |
| AB Large Cap Growth Fund Z Mutual fund - | Other securities | — | — | $778K | 3.9% | |
| PGIM High Yield R6 Mutual fund - | Other securities | — | — | $719K | 3.6% | |
| PIMCO International Bond Inst Mutual fund - | Mutual Funds | — | — | $537K | 2.7% | |
| American Funds Target Date Ret 2065 Mutual fund - 235 Dodge & Cox Income Fund Mutual fund - | Mutual Funds | — | — | $524K | 2.6% | |
| MetLife GAC Series 25053 CL 0 Collective trust - $ | Common Collective Trusts | — | — | $310K | 1.6% | |
| METLIFE STABLE VALUE FUND CONTRACT RELIANCE TRUST COMPANY STABLE VALUE FUND - METLIFE GAC SERIES 25157 · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $310K | 1.6% | |
| American Funds Target Date Ret 2045 Mutual fund - | Mutual Funds | — | — | $212K | 1.1% | |
| American Funds Target Date Ret 2025 Mutual fund - | Mutual Funds | — | — | $199K | 1.0% | |
| American Funds Target Date Ret 2030 Mutual fund - | Mutual Funds | — | — | $154K | 0.8% | |
| American Funds Target Date Ret 2055 Mutual fund - | Mutual Funds | — | — | $77K | 0.4% | |
| American Funds Target Date Ret 2035 Mutual fund - | Mutual Funds | — | — | $70K | 0.4% | |
| Noninterest-bearing cash - | Cash / Money Market | — | — | $47K | 0.2% | |
| American Funds Target Date Ret 2050 Mutual fund - | Mutual Funds | — | — | $28K | 0.1% | |
| American Funds Target Date Ret 2060 Mutual fund - | Mutual Funds | — | — | $23K | 0.1% | |
| Participant Contributions Total That Constitutes Nonexempt Prohibited Transactions Total Fully Corrected Under Transferred Late to Plan VFCP and PTE 2002-51 $20,229 | Other securities | — | $20K | $20K | 0.1% | |
| American Funds Target Date Ret 2040 Mutual fund - | Mutual Funds | — | — | $16K | <0.1% | |
| American Funds Target Date Ret 2020 Mutual fund - | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
