Steve Finnegan signed Evans General Contractors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evans General Contractors, LLC's EIN is 58-2602425.
Download the official 2024 Form 5500 (PDF) for Evans General Contractors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evans General Contractors, LLC'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $5.8M | 17.9% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $4.3M | 13.1% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $3.8M | 11.6% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $3.0M | 9.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $2.3M | 7.0% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $1.9M | 5.8% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $1.6M | 4.8% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $1.3M | 4.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $962K | 2.9% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $889K | 2.7% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $876K | 2.7% | |
| Hartford Total Return Bond R6 Mutual Fund | Other securities | — | — | $625K | 1.9% | |
| EI Fixed Account - Series Class I Fixed Annuities | Other securities | — | — | $592K | 1.8% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $548K | 1.7% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $539K | 1.6% | |
| PGIM Jennison Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $521K | 1.6% | |
| DFA US Targeted Value I Mutual Fund | Mutual Funds | — | — | $434K | 1.3% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $328K | 1.0% | |
| Participant Loans Interest rates from 4.25% to 9.5% | Bonds / Notes | — | — | $322K | 1.0% | |
| Fidelity Emerging Markets Index Mutual Fund | Mutual Funds | — | — | $255K | 0.8% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $250K | 0.8% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $231K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $223K | 0.7% | |
| Blackrock High Yield Bond Portfolio K Mutual Fund | Other securities | — | — | $188K | 0.6% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $171K | 0.5% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $161K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $160K | 0.5% | |
| DFA Real Estate Securities I Mutual Fund | Mutual Funds | — | — | $120K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $108K | 0.3% | |
| Fidelity Inflation Protection Bond Index Mutual Fund | Mutual Funds | — | — | $103K | 0.3% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $73K | 0.2% | |
| INTERNATIONAL BLEND II (MANAGED BY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 534 | Pooled Separate Account | — | — | $45K | 0.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $12K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $10K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT CONS 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $3K | <0.1% | |
| AMCENT MID CAP VALUE (IS PLTM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INTERNATIONAL BLEND II (MANAGED BY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 534 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 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.
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAPLE CAPITAL MANAGEMENT INC | — | MONTPELIER, VT | INVESTMENT ADVISOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP LLC | — | WEST DES MOINES, IA | OTHER | $31K | — |
