Luke Estola signed Ace/Avant Concrete Construction Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ace/Avant Concrete Construction Co., Inc.'s EIN is 56-1697905.
Download the official 2024 Form 5500 (PDF) for Ace/Avant Concrete Construction Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ace/Avant Concrete Construction Co., 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2040 Fund | Other securities | — | — | $2.1M | 15.1% | |
| State Street Target Retirement 2045 Fund | Other securities | — | — | $1.6M | 11.6% | |
| State Street Target Retirement 2035 Fund | Other securities | — | — | $1.4M | 10.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 10.2% | |
| State Street Target Retirement 2060 Fund | Other securities | — | — | $1.4M | 10.1% | |
| State Street Target Retirement 2050 Fund | Other securities | — | — | $1.1M | 8.3% | |
| Fidelity Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $857K | 6.3% | |
| State Street Target Retirement 2030 Fund | Other securities | — | — | $831K | 6.1% | |
| State Street Target Retirement 2055 Fund | Other securities | — | — | $708K | 5.2% | |
| Wilmington Trust Large Cap Growth Fund | Other securities | — | — | $469K | 3.5% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $469K | 3.5% | |
| Pioneer Investments Strategic Income Fund | Other securities | — | — | $288K | 2.1% | |
| State Street Target Retirement 2025 Fund | Other securities | — | — | $275K | 2.0% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $155K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $144K | 1.1% | |
| PIMCO US Small Fund | Mutual Funds | — | — | $132K | 1.0% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $123K | 0.9% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $100K | 0.7% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $99K | 0.7% | |
| MFS International Growth Fund | Mutual Funds | — | — | $96K | 0.7% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $82K | 0.6% | |
| State Street Target Retirement 2020 Fund | Other securities | — | — | $72K | 0.5% | |
| Allspring Global Investments Special Mid Cap Value Fund | Other securities | — | — | $61K | 0.4% | |
| State Street Target Retirement Income Fund | Other securities | — | — | $55K | 0.4% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $53K | 0.4% | |
| MFS Value Fund | Mutual Funds | — | — | $37K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
