Steven M. CARR signed Orders Construction Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orders Construction Company, Inc.'s EIN is 55-0487806.
Download the official 2024 Form 5500 (PDF) for Orders Construction Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orders Construction Company, 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 CO OF AME | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | Common Collective Trusts | — | — | $5.5M | 25.7% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREY GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $2.6M | 12.0% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $2.5M | 11.9% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2.2M | 10.5% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 000 | Common Collective Trust | — | — | $2.0M | 9.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $992K | 4.6% | |
| Empower Annuity Insurance Company of America Fixed Account- Series Class V | Common Stocks | — | — | $813K | 3.8% | |
| Ishares MSCI Total International Index K | Other securities | — | — | $708K | 3.3% | |
| Janus Henderson Balanced N | Mutual Funds | — | — | $694K | 3.3% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $509K | 2.4% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $480K | 2.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $409K | 1.9% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $329K | 1.5% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $279K | 1.3% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $256K | 1.2% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 001 | Common Collective Trust | — | — | $187K | 0.9% | |
| Participant Notes Receivable Maturity of up to five years, 4.25% - | Bonds / Notes | — | — | $53K | 0.2% | |
| American Funds Intl GR and INC R6 | Mutual Funds | — | — | $52K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| JACKSON KELLY PLLC |
| 55-0423915 |
| CHARLESTON, WV |
| CONTRACT ADMIN |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCKINLEY CARTER WEALTH SERVICES INC | — | WHEELING, WV | OTHER | $35K | — |
