Catherine Claflin signed Lee Construction Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lee Construction Group, Inc.'s EIN is 54-1844649.
Download the official 2024 Form 5500 (PDF) for Lee Construction Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lee Construction Group, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SVCS | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $437K | 13.9% | |
| Dimensional Fund Advisors DIMENSIONAL 2030 TARGET DT RTR INC INSTLDRIWX | Mutual Funds | — | — | $342K | 10.9% | |
| Dimensional Fund Advisors DIMENSIONAL 2035 TARGET DT RTR INC INSTLDRIGX | Mutual Funds | — | — | $243K | 7.7% | |
| American Funds AMERICAN FUNDS AMCAP R6 | Mutual Funds | — | — | $218K | 6.9% | |
| Fidelity US BOND INDEX | Mutual Funds | — | — | $203K | 6.5% | |
| DFA Investment Trust Company DFA US LARGE CAP VALUE I | Mutual Funds | — | — | $178K | 5.7% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $171K | 5.5% | |
| Invesco CORPORATE BOND R6 | Mutual Funds | — | — | $158K | 5.0% | |
| BlackRock ADVANTAGE SMALL CAP CORE K | Other securities | — | — | $134K | 4.3% | |
| DFA Investment Trust Company EMERGING MARKETS | Mutual Funds | — | — | $120K | 3.8% | |
| Dimensional Fund Advisors DIMENSIONAL 2040 TARGET DT RTR INC INSTLDRIHX | Mutual Funds | — | — | $115K | 3.7% | |
| JPMorgan INTERNATIONAL FOCUS FUND R6 | Other securities | — | — | $103K | 3.3% | |
| PGIM Investments PGIM HIGH-YIELD R6 | Other securities | — | — | $98K | 3.1% | |
| American Funds EUROPACIFIC GR R6 | Mutual Funds | — | — | $88K | 2.8% | |
| Fidelity TOTAL INTERNATIONAL INDEX | Mutual Funds | — | — | $79K | 2.5% | |
| Dimensional Fund Advisors DIMENSIONAL 2045 TARGET DT RTR INC INSTLDRIIX | Mutual Funds | — | — | $55K | 1.7% | |
| Dimensional Fund Advisors DIMENSIONAL 2025 TARGET DT RTR INC INSTLDRIUX | Mutual Funds | — | — | $53K | 1.7% | |
| Empower Trust & Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $52K | 1.7% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $40K | 1.3% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $36K | 1.1% | |
| American Funds CAPITAL World Bond R6 $ | Mutual Funds | — | — | $36K | 1.1% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $36K | 1.1% | |
| Fidelity GROWTH STRATEGIES K6 | Mutual Funds | — | — | $21K | 0.7% | |
| Dimensional Fund Advisors DIMENSIONAL 2020 TARGET DT RTR INC INSTLDRIRX | Mutual Funds | — | — | $21K | 0.7% | |
| PIMCO RAE US SMALL INSTL | Mutual Funds | — | — | $14K | 0.4% | |
| Fidelity REAL ESTATE INDEX | Mutual Funds | — | — | $13K | 0.4% | |
| MFS BLENDED RESEARCH CORE EQUITY R6 | Mutual Funds | — | — | $10K | 0.3% | |
| Dimensional Fund Advisors DIMENSIONAL 2050 TARGET DT RTR INC INSTLDRIJX | Mutual Funds | — | — | $10K | 0.3% | |
| DFA Investment Trust Company DFA COMMODITY STRATEGY I | Mutual Funds | — | — | $8K | 0.3% | |
| Dimensional Fund Advisors DIMENSIONAL 2060 TARGET DT RTR INC INSTLDRILX | Mutual Funds | — | — | $8K | 0.3% | |
| Franklin SMALL CAP GROWTH R6 | Mutual Funds | — | — | $5K | 0.2% | |
| Fidelity MID CAP VALUE INDEX | Mutual Funds | — | — | $5K | 0.2% | |
| Fidelity SMALL CAP VALUE INDEX | Mutual Funds | — | — | $5K | 0.2% | |
| Dimensional Fund Advisors DIMENSIONAL 2055 TARGET DT RTR INC INSTLDRIKX | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS, INC | — | CINCINNATI, OH | TPA | $6K | — |
