Jim BECK signed Harkins Builders, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harkins Builders, Inc.'s EIN is 52-1010362.
Download the official 2024 Form 5500 (PDF) for Harkins Builders, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harkins Builders, 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 |
|---|---|---|---|---|---|
| ASSET STRATEGY CONSULTANTS | 52-1788440 | — | INVESTMENT ADVISOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE | 13-4238973 | — | PLAN ADMINISTRATOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered investment company | Common Collective Trusts | — | — | $12.3M | 20.0% | |
| JP Morgan LG Cap Growth Fund Class R4 Registered investment company | Common Stocks | — | — | $9.4M | 15.3% | |
| NYLI Winslow Large Cap Growth Class R1 Registered investment company | Common Stocks | — | — | $4.6M | 7.5% | |
| T. Rowe Price Retirement 2030 I Fund Registered investment company | Common Stocks | — | — | $3.9M | 6.3% | |
| T. Rowe Price Retirement 2045 I Fund Registered investment company | Common Stocks | — | — | $2.5M | 4.1% | |
| T. Rowe Price Retirement 2055 I Fund Registered investment company | Common Stocks | — | — | $2.3M | 3.8% | |
| T. Rowe Price Retirement 2050 I Fund Registered investment company | Common Stocks | — | — | $2.1M | 3.4% | |
| Janus Henderson Enterprise T Fund Registered investment company | Mutual Funds | — | — | $2.0M | 3.2% | |
| T. Rowe Price Retirement 2040 I Fund Registered investment company | Common Stocks | — | — | $1.9M | 3.1% | |
| Columbia Dividend Income A Fund Registered investment company | Common Stocks | — | — | $1.9M | 3.1% | |
| T. Rowe Price Retirement 2035 I Fund Registered investment company | Common Stocks | — | — | $1.8M | 3.0% | |
| Fidelity Low-Priced Stock Fund Registered investment company | Mutual Funds | — | — | $1.7M | 2.7% | |
| Fidelity Managed Income Portfolio Fund Common/collective trust | Common Collective Trusts | — | — | $1.7M | 2.7% | |
| FIDELITY MGT INC PORT FIDELITY MANAGEMENT TRUST CO. · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.7M | 2.7% | |
| T. Rowe Price Retirement 2060 I Fund Registered investment company | Common Stocks | — | — | $1.5M | 2.5% | |
| T. Rowe Price Retirement 2025 I Fund Registered investment company | Common Stocks | — | — | $1.5M | 2.5% | |
| Fidelity Diversified International Fund Registered investment company | Mutual Funds | — | — | $1.1M | 1.9% | |
| JHancock Bond I Fund Registered investment company | Common Stocks | — | — | $1.1M | 1.8% | |
| MFS Mid Cap Value R6 Registered investment company | Mutual Funds | — | — | $1.1M | 1.7% | |
| AMG GW&K ESG Bond Fund Class N Registered investment company | Common Stocks | — | — | $1.1M | 1.7% | |
| T. Rowe Price Retirement 2015 I Fund Registered investment company | Common Stocks | — | — | $785K | 1.3% | |
| PIMCO RAE US Small Institutional Class Registered investment company | Mutual Funds | — | — | $771K | 1.3% | |
| Fidelity Government Money Market Fund Registered investment company | Mutual Funds | — | — | $759K | 1.2% | |
| Principal Small Cap S&P 600 Index R5 Registered investment company | Common Stocks | — | — | $748K | 1.2% | |
| Fidelity Management Trust Company - Real Estate Investment Registered investment company | Mutual Funds | — | — | $687K | 1.1% | |
| maturing at various dates, secured * Participant loans by participant account balance | Participant loans | — | — | $482K | 0.8% | |
| MFS International Diversification Fund R6 Registered investment company | Mutual Funds | — | — | $480K | 0.8% | |
| Amana Growth Institutional Fund Registered investment company | Common Stocks | — | — | $456K | 0.7% | |
| AB Small Cap Growth A Fund Registered investment company | Common Stocks | — | — | $410K | 0.7% | |
| T. Rowe Price Retirement 2005 I Fund Registered investment company | Common Stocks | — | — | $155K | 0.3% | |
| T. Rowe Price Retirement 2020 I Fund Registered investment company | Common Stocks | — | — | $142K | 0.2% | |
| Allspring Special Small Cap Value Fund - Class Admin Registered investment company | Common Stocks | — | — | $100K | 0.2% | |
| T. Rowe Price Retirement 2010 I Fund Registered investment company | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHN REZNICK | 22-1478099 | — | ACCOUNTANT/AUDITOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GORDON FEINBLATTROTH | 52-0627715 | — | ATTORNEY/LEGAL | $10K | — |
| SMITH & DOWNEY | 52-1839270 | — | ATTORNEY/LEGAL | $934 | — |
