Odessa Moreno signed Anchor Construction Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anchor Construction Corporation's EIN is 52-1425303.
Download the official 2024 Form 5500 (PDF) for Anchor Construction Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anchor Construction Corporation'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | SAN FRANCISCO, CA | PLAN CUSTODIAN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RET. SOLUTIONS | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Target Retirement 2035 Fund Investor Shares | Mutual Funds | — | — | $3.1M | 16.2% | |
| Vanguard Funds Vanguard Target Retirement 2025 Fund Investor Shares | Mutual Funds | — | — | $2.8M | 14.6% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.8% | |
| Reliance Trust Company Reliance Trust Co. Met Life Series 25053 | Common Stocks | — | — | $1.6M | 8.5% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.6M | 8.5% | |
| Vanguard Funds Vanguard Target Retirement 2045 Fund Investor Shares | Mutual Funds | — | — | $1.3M | 7.0% | |
| Vanguard Funds Vanguard Target Retirement 2040 Fund Investor Shares | Mutual Funds | — | — | $1.3M | 6.7% | |
| Participant Notes Receivable Interest Rates Ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $828K | 4.4% | |
| PGIM TOTAL RETURN BOND FUND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $656K | 3.5% | |
| Vanguard Funds Vanguard Target Retirement 2030 Fund Investor Shares | Mutual Funds | — | — | $641K | 3.4% | |
| Vanguard Funds Vanguard Target Retirement 2050 Fund Investor Shares | Mutual Funds | — | — | $478K | 2.5% | |
| PGIM Funds PGIM Total Return Bond Fund - Class R6 ** 1 PIMCO Funds PIMCO Commodity Real Return Strategy Fund Institutional Class ** 82 PIMCO Funds PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $443K | 2.3% | |
| Baird Fund Baird Aggregate Bond Fund; Institutional | Other securities | — | — | $416K | 2.2% | |
| BLACKROCK MID CAP EQUITY IDX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $376K | 2.0% | |
| BLACKROCK MSCI ACWI EX-U.X IDX FD GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $344K | 1.8% | |
| Invesco Developing Markets Fund Class R6 ** 777 Oakmark International Fund Class Institutional | Mutual Funds | — | — | $278K | 1.5% | |
| Vanguard Funds Vanguard Selected Value Fund Investor Shares ** 69 Vanguard Funds Vanguard Target Retirement 2020 Fund Investor Shares | Mutual Funds | — | — | $259K | 1.4% | |
| Vanguard Funds Vanguard Target Retirement 2060 Fund Investor Shares | Mutual Funds | — | — | $241K | 1.3% | |
| Vanguard Funds Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $226K | 1.2% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $210K | 1.1% | |
| AQR Funds AQR Large Cap Defensive Style Fund Class R6 | Other securities | — | — | $188K | 1.0% | |
| Brown Capital Management Brown Capital Management Small Company Fund Institutional Shares | Common Stocks | — | — | $184K | 1.0% | |
| T. Rowe Price T. Rowe Price Value Fund I Class ** 207 Franklin Templeton Investments Templeton Institutional Foreign Smaller Companies Series Advisor ** 238 J.P. Morgan Undiscovered Managers Behavioral Value Fund Class R6 | Mutual Funds | — | — | $173K | 0.9% | |
| Vanguard Funds Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $168K | 0.9% | |
| Vanguard Funds Vanguard Target Retirement 2055 Fund Investor Shares | Mutual Funds | — | — | $159K | 0.8% | |
| Brown Capital Management Brown Capital Management International Small Company Fund Institutional Shares | Common Stocks | — | — | $144K | 0.8% | |
| Vanguard Funds Vanguard Target Retirement 2065 Fund Investor Shares | Mutual Funds | — | — | $122K | 0.6% | |
| Vanguard Funds Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $118K | 0.6% | |
| T. Rowe Price T. Rowe Price Capital Appreciation Fund I Class | Other securities | — | — | $112K | 0.6% | |
| CLEARBRIDGE LARGE CAP GROWTH FD GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $73K | 0.4% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-8302587 / PN 004 | Common Collective Trust | — | — | $62K | 0.3% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $55K | 0.3% | |
| PRIMECAP Funds PIMCO Real Return Fund; Institutional ** 432 PRIMECAP Funds PRIMECAP Odyssey Aggressive Growth Fund | Mutual Funds | — | — | $52K | 0.3% | |
| Cash * Charles Schwab Bank Non-interest bearing cash account | Mutual Funds | — | — | $34K | 0.2% | |
| Vanguard Funds Vanguard Target Retirement 2070 Fund Investor Shares | Mutual Funds | — | — | $17K | <0.1% | |
| Dimensional Fund Advisors DFA International Small Cap Value Portfolio | Mutual Funds | — | — | $13K | <0.1% | |
| BLACKROCK U.S. DEBT INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $2K | <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 |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $68K | — |
