Michelle Christen signed James G. Davis Construction Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
James G. Davis Construction Corporation's EIN is 54-0799423.
Download the official 2024 Form 5500 (PDF) for James G. Davis Construction Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)James G. Davis Construction Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP, 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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RET. SOLUTIONS | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $67K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $173K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ SAPPER & MILLER, LLP | 35-1090346 | INDIANAPOLIS, IN | PLAN AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY EQUITY VALUATIONS, INC. | 84-2934577 | SEATTLE, WA | STOCK VALUATION PROVIDER | $68K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * James G. Davis Construction Corporation | Common Stocks | — | $10.4M | $96.2M | 48.3% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $18.6M | 9.3% | |
| MetLife Stable Value Fund 57,644 | Stable Value | — | — | $11.6M | 5.8% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $11.5M | 5.8% | |
| BLACKROCK MSCI ACWI EX-U.S. IDX R GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $9.4M | 4.7% | |
| CLEARBRIDGE LARGE CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $7.3M | 3.7% | |
| PGIM TOTAL RETURN BOND FUND CIT R GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $5.8M | 2.9% | |
| BLACKROCK MID CAP EQUITY INDEX FD R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $5.3M | 2.7% | |
| T. Rowe Price Capital Appreciation Fund I 130,922 | Other securities | — | — | $4.5M | 2.3% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $4.1M | 2.1% | |
| PIMCO Income Fund I 347,649 | Mutual Funds | — | — | $3.7M | 1.8% | |
| Dodge & Cox Stock Fund 13,254 | Mutual Funds | — | — | $3.4M | 1.7% | |
| Baird Aggregate Bond Fund I 341,345 | Other securities | — | — | $3.3M | 1.7% | |
| T. Rowe Price New Horizons Fund 57,863 | Other securities | — | — | $3.3M | 1.6% | |
| REGISTERED INVESTMENT COMPANIES AQR Large Cap Defensive Style R6 128,606 | Other securities | — | — | $2.6M | 1.3% | |
| Fidelity Total Market Index Fund 14,594 | Common Collective Trusts | — | — | $2.4M | 1.2% | |
| Templeton Institutional Foreign Smaller Co Ser Adv Fund 0 ** 6 Undiscovered Managers Behavioral Value Fund R6 23,771 | Mutual Funds | — | — | $2.0M | 1.0% | |
| Vanguard Target Retirement 2060 Fund I 35,572 | Mutual Funds | — | — | $1.8M | 0.9% | |
| T. Rowe Price Mid-Cap Growth Fund I 15,337 | Other securities | — | — | $1.5M | 0.8% | |
| Vanguard Target Retirement 2050 Fund I 30,585 | Mutual Funds | — | — | $1.5M | 0.8% | |
| Vanguard Target Retirement 2055 Fund I 23,555 | Mutual Funds | — | — | $1.3M | 0.7% | |
| Vanguard Target Retirement 2045 Fund I 43,527 | Mutual Funds | — | — | $1.3M | 0.6% | |
| Victory Sycamore Established Value Fund R6 22,250 | Other securities | — | — | $1.0M | 0.5% | |
| Vanguard Target Retirement 2040 Fund I 22,811 | Mutual Funds | — | — | $986K | 0.5% | |
| PIMCO Commodity Real Return Strategy Fund I 69,541 | Mutual Funds | — | — | $914K | 0.5% | |
| Vanguard Target Retirement 2035 Fund I 35,952 | Mutual Funds | — | — | $862K | 0.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25%-9.50%, with maturities through December 2030 0 | Bonds / Notes | — | — | $714K | 0.4% | |
| Vanguard Target Retirement 2065 Fund I 16,115 | Mutual Funds | — | — | $542K | 0.3% | |
| Oakmark International Fund I 19,346 | Other securities | — | — | $482K | 0.2% | |
| Vanguard Target Retirement 2020 Fund I 14,634 | Mutual Funds | — | — | $388K | 0.2% | |
| Brown Capital Mgmt Intl Sm Co Fund I 15,160 | Common Stocks | — | — | $378K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $372K | 0.2% | |
| PIMCO Real Return Fund I 29,778 | Mutual Funds | — | — | $297K | 0.1% | |
| WCM Focused International Growth Fund I 13,533 | Other securities | — | — | $294K | 0.1% | |
| Cohen & Steers Real Estate Securities 13,443 | Other securities | — | — | $232K | 0.1% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $207K | 0.1% | |
| Vanguard Target Retirement 2030 Fund I 4,911 | Mutual Funds | — | — | $186K | <0.1% | |
| Vanguard Target Retirement 2025 Fund I 6,198 | Mutual Funds | — | — | $116K | <0.1% | |
| DFA International Small Cap Value Portfolio 2,958 | Mutual Funds | — | — | $65K | <0.1% | |
| Vanguard REIT Index Fund Admiral 0 ** 17 Vanguard Target Retirement Income Investor 1,184 | Common Collective Trusts | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Fund I 169 | Mutual Funds | — | — | $5K | <0.1% | |
| Invesco Developing Markets Fund R6 27 | Mutual Funds | — | — | $1K | <0.1% |
