Casey McCabe signed Bancroft Construction Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bancroft Construction Company, Inc.'s EIN is 51-0246121.
Download the official 2024 Form 5500 (PDF) for Bancroft Construction Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bancroft 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 |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT, LLC | — | PHILADELPHIA, PA | NONE | $40K | — |
| NWPS | 91-2090931 | — | NONE | $23K | — |
| HORTY & HORTY, P.A. | 51-0218897 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral 5,284 units | Common Collective Trusts | — | $5K | $2.9M | 17.2% | |
| American Funds 2030 Target Date R6 106,566 units | Mutual Funds | — | $107K | $1.8M | 11.0% | |
| Vanguard Mid Cap Index Admiral 4,721 units | Mutual Funds | — | $5K | $1.5M | 9.2% | |
| American Funds 2035 Target Date R6 70,234 units | Mutual Funds | — | $70K | $1.3M | 8.0% | |
| American Funds US Govt Money Market R6 848,454 units | Mutual Funds | — | $848K | $848K | 5.1% | |
| JP Morgan Large Cap Growth I 8,602 units | Other securities | — | $9K | $720K | 4.3% | |
| PIMCO Income Fund Instl 66,930 units | Mutual Funds | — | $67K | $704K | 4.2% | |
| American Funds 2045 Target Date R6 28,700 units | Mutual Funds | — | $29K | $608K | 3.6% | |
| Columbia Select Mid Cap Value Inst 3 35,685 units | Other securities | — | $36K | $489K | 2.9% | |
| American Funds 2050 Target Date R6 22,741 units | Mutual Funds | — | $23K | $475K | 2.8% | |
| American Funds American Balanced R6 13,579 units | Mutual Funds | — | $14K | $466K | 2.8% | |
| American Funds US Govt Secur R6 37,061 units | Mutual Funds | — | $37K | $435K | 2.6% | |
| Invesco Global R6 4,376 units | Mutual Funds | — | $4K | $422K | 2.5% | |
| American Funds Washington Mutual Inv R6 6,251 units | Mutual Funds | — | $6K | $385K | 2.3% | |
| Vanguard Small Cap Index Adm 3,030 units | Mutual Funds | — | $3K | $349K | 2.1% | |
| American Funds 2040 Target Date R6 15,042 units | Mutual Funds | — | $15K | $309K | 1.9% | |
| American Funds 2055 Target Date R6 11,083 units | Mutual Funds | — | $11K | $293K | 1.8% | |
| Columbia Dividend Income Inst 3 7,965 units | Other securities | — | $8K | $269K | 1.6% | |
| American Funds Small Cap World R6 3,664 units | Mutual Funds | — | $4K | $256K | 1.5% | |
| American Funds 2025 Target Date R6 8,124 units | Mutual Funds | — | $8K | $123K | 0.7% | |
| American Funds 2060 Target Date R6 6,381 units | Mutual Funds | — | $6K | $114K | 0.7% | |
| Participants Loans Notes from Participants (interest ranging from 5.25% to 10.50%) | Bonds / Notes | — | — | $110K | 0.7% | |
| Vanguard Emerg Markets Stock Idx Adm 2,539 units | Common Collective Trusts | — | $3K | $93K | 0.6% | |
| Invesco Equity and Income R6 8,398 units | Mutual Funds | — | $8K | $87K | 0.5% | |
| American Funds EuroPacific Growth R6 1,190 units | Mutual Funds | — | $1K | $64K | 0.4% | |
| Vanguard Total Bond Market Index Adm 5,103 units | Mutual Funds | — | $5K | $48K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
