Arthur Hattaway signed Southern Concrete Materials, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Concrete Materials, Inc.'s EIN is 56-0663876.
Download the official 2024 Form 5500 (PDF) for Southern Concrete Materials, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Concrete Materials, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $1.6M | 18.0% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $1.4M | 15.5% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $1.4M | 15.3% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $673K | 7.4% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $498K | 5.5% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $437K | 4.8% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $417K | 4.6% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $407K | 4.5% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $263K | 2.9% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $218K | 2.4% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $195K | 2.2% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $182K | 2.0% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $176K | 1.9% | |
| Wells Fargo Core Bond Collective Investment Trust | Common Collective Trusts | — | — | $151K | 1.7% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $151K | 1.7% | |
| Invesco Equity and Income Fund | Mutual Funds | — | — | $81K | 0.9% | |
| Wells Fargo Blackrock S&P Midcap Index Collective Investment Trust | Common Collective Trusts | — | — | $73K | 0.8% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $73K | 0.8% | |
| American Funds Europac Growth Fund | Mutual Funds | — | — | $70K | 0.8% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $63K | 0.7% | |
| with Insurance Company * Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $62K | 0.7% | |
| Macquarie Funds Small Cap Value | Other securities | — | — | $35K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $19K | 0.2% | |
| Voya Funds Small Cap Growth | Other securities | — | — | $17K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Macquarie Emerging Markets Institutional Fund | Other securities | — | — | $7K | <0.1% | |
| Wells Fargo Causeway International Value Collective Investment Trust | Common Collective Trusts | — | — | $3K | <0.1% | |
| PRIN/CAUS INTL VALUE CIT N SEI TRUST COMPANY · EIN 47-6375784 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| Pimco Income Fund 450 * Principal Real Estate Security | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
