Ginger Nance signed Pleasants Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pleasants Construction, Inc.'s EIN is 52-1745292.
Download the official 2024 Form 5500 (PDF) for Pleasants Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pleasants Construction, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $5.3M | 21.8% | |
| Self Directed Brokerage Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $3.6M | 15.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $3.3M | 13.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.4M | 9.9% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.0M | 8.4% | |
| JP Morgan Equity Income R6 Fund " | Other securities | — | — | $1.5M | 6.1% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.3M | 5.3% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $669K | 2.8% | |
| Legg Mason ClearBridge Select IS FD " | Other securities | — | — | $529K | 2.2% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $469K | 1.9% | |
| Fidelity Freedom Index 2040 Premier Fund " | Mutual Funds | — | — | $412K | 1.7% | |
| MFS New Discovery Value R6 Fund " | Mutual Funds | — | — | $381K | 1.6% | |
| MFS Mid Cap Value R6 Fund " | Mutual Funds | — | — | $365K | 1.5% | |
| Fidelity Freedom Index 2035 Premier Fund " | Mutual Funds | — | — | $302K | 1.2% | |
| Fidelity Freedom Index 2055 Premier Fund " | Mutual Funds | — | — | $287K | 1.2% | |
| Fidelity Freedom Index 2025 Premier Fund " | Mutual Funds | — | — | $274K | 1.1% | |
| JanusHenderson Triton Fund Class N " | Other securities | — | — | $250K | 1.0% | |
| Fidelity Freedom Index 2030 Premier Fund " | Mutual Funds | — | — | $169K | 0.7% | |
| T. Rowe Price Spectrum Moderate Allocation Fund " | Other securities | — | — | $135K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $132K | 0.5% | |
| Fidelity Freedom Index 2045 Premier Fund " | Mutual Funds | — | — | $132K | 0.5% | |
| Fidelity Freedom Index 2050 Premier Fund " | Mutual Funds | — | — | $131K | 0.5% | |
| Vanguard Federal Money Market Fund Mutual fund | Mutual Funds | — | — | $88K | 0.4% | |
| Fidelity Freedom Index 2060 Premier Fund " | Mutual Funds | — | — | $53K | 0.2% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $28K | 0.1% | |
| T. Rowe Price Spectrum Conservative Allocation Fund " | Other securities | — | — | $15K | <0.1% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2010 Premier Fund " | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Advisor High Income Advantage Fund " | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT BENEFIT SOLUTIONS LLC | 54-1953648 | HERNDON, VA | OTHER SERVICES | $0 | — |
