Scott Oberschlake signed Carroll Daniel Construction Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carroll Daniel Construction Company's EIN is 58-1102289.
Download the official 2023 Form 5500 (PDF) for Carroll Daniel Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Carroll Daniel Construction Company'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 | $121K | — |
| 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.
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 |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.3M | 14.3% | |
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.9M | 8.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.9M | 8.2% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.9M | 8.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.8M | 7.7% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.3M | 5.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.1M | 4.7% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $1.0M | 4.4% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $981K | 4.2% | |
| Massachusetts Financial Svc Co - MFS Value R6 Fund Mutual Fund | Mutual Funds | — | — | $901K | 3.9% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $807K | 3.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $763K | 3.3% | |
| T. Rowe Price QM US SC GR EQ I Mutual Fund | Other securities | — | — | $589K | 2.5% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $573K | 2.5% | |
| AM FDS Europacific Grth R6 Fd Mutual Fund | Other securities | — | — | $561K | 2.4% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $492K | 2.1% | |
| Principal Global Investors - SmallCap S&P 400 Index Sep Account Pooled Separate Account | Pooled Separate Accounts | — | — | $473K | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $473K | 2.0% | |
| Principal SmallCap Value II Separate Pooled Separate Account | Pooled Separate Accounts | — | — | $472K | 2.0% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $472K | 2.0% | |
| PGIM Investments, LLC - PGIM Total Ret Bond R6 Fund Mutual Fund | U.S. Treasuries | — | — | $441K | 1.9% | |
| PGIM Investments, LLC - PGIM High Yield R6 Fund Mutual Fund | Other securities | — | — | $376K | 1.6% | |
| Participant loans 3.25% to 8.5% | Bonds / Notes | — | — | $309K | 1.3% | |
| Principal Real Estate Separate Pooled Separate Account | Pooled Separate Accounts | — | — | $171K | 0.7% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $171K | 0.7% | |
| Fidelity Total Int Idx Fund Mutual Fund | Common Collective Trusts | — | — | $150K | 0.6% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $134K | 0.6% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $111K | 0.5% | |
| Principal Str Income Separate Pooled Separate Account | Pooled Separate Accounts | — | — | $108K | 0.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $108K | 0.5% | |
| American Funds Newworld R6 Mutual Fund | Mutual Funds | — | — | $64K | 0.3% | |
| Principal Lifetime 2070 Separate Pooled Separate Account | Pooled Separate Accounts | — | — | $54K | 0.2% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $54K | 0.2% | |
| (E) | Other securities | — | — | $54K | 0.2% | |
| Fidelity Inf-Pr Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $17K | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $6K | <0.1% |
