Sarah Shelton signed Concrete General, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concrete General, Inc.'s EIN is 52-0956321.
Download the official 2024 Form 5500 (PDF) for Concrete General, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concrete General, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 82-3226180 | — | INVESTMENT ADVISORY | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index K Fund Mutual Fund NR | Common Collective Trusts | — | — | $2.8M | 13.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.2M | 10.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.9M | 8.9% | |
| ClearBridge Large Cap Gr IS Fund Mutual Fund NR | Other securities | — | — | $1.9M | 8.8% | |
| JP Morgan Equity Income R6 Fund Mutual Fund NR | Other securities | — | — | $1.8M | 8.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.5M | 7.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 5.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.0M | 4.8% | |
| Western Asset CR Plus Bond Is Fund Mutual Fund NR | Other securities | — | — | $773K | 3.7% | |
| Am Funds Euro Pacific Grwh R6 Fd Mutual Fund NR | Other securities | — | — | $679K | 3.2% | |
| Hartford Midcap R6 Fund Mutual Fund NR | Other securities | — | — | $658K | 3.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $600K | 2.8% | |
| PIMCO Income Institutional Fund Mutual Fund NR | Mutual Funds | — | — | $597K | 2.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $557K | 2.6% | |
| Oakmark Int'l Fund-Inst Mutual Fund NR | Other securities | — | — | $461K | 2.2% | |
| With interest rates ranging * Notes receivable from participants from 4.25% to 9.5% - | Bonds / Notes | — | — | $456K | 2.2% | |
| Ishares Russ 2000 SC Index K Fund Mutual Fund NR | Other securities | — | — | $333K | 1.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $308K | 1.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $298K | 1.4% | |
| Vanguard Midcap Val Index Adm Fd Mutual Fund NR | Mutual Funds | — | — | $219K | 1.0% | |
| Macquerie Emerging Markets R6 Mutual Fund NR | Other securities | — | — | $190K | 0.9% | |
| Ishares Russ Md-Cap Index K Fund Mutual Fund NR | Other securities | — | — | $178K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $139K | 0.7% | |
| PGIM Global RE R6 Fund Mutual Fund NR | Other securities | — | — | $112K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $89K | 0.4% | |
| Macquerie Value R6 Fund Mutual Fund NR | Other securities | — | — | $68K | 0.3% | |
| Clearbridge Int'l Value IS Fund Mutual Fund NR | Other securities | — | — | $66K | 0.3% | |
| AB Small Cap Growth Port Z Fund Mutual Fund NR | Other securities | — | — | $61K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $27K | 0.1% | |
| Principal Lifetime 2010 Fund Common Collective Trust NR | Common Collective Trusts | — | — | $26K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $26K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
