David Nelson Construction Co.'s EIN is 59-1616643.
Download the official 2024 Form 5500 (PDF) for David Nelson Construction Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)David Nelson Construction Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | — | — | $6.2M | 83.1% | |
| LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $1.1M | 15.2% | |
| Guaranteed Stable Value | Stable Value | — | — | $1.0M | 13.6% | |
| Vanguard Target Ret 2020 | Mutual Funds | — | — | $833K | 11.2% | |
| MFS VIT Growth | Mutual Funds | — | — | $717K | 9.6% | |
| VG LifeStrategy Mod Growth | Other securities | — | — | $554K | 7.4% | |
| Vanguard Target Ret 2050 | Mutual Funds | — | — | $416K | 5.6% | |
| Vanguard Target Ret 2030 | Mutual Funds | — | — | $412K | 5.5% | |
| Vanguard Target Ret 2040 | Mutual Funds | — | — | $333K | 4.5% | |
| VG LifeStrategy Cons Growth | Other securities | — | — | $246K | 3.3% | |
| Participant loans | Participant loans | — | $0 | $237K | 3.2% | |
| VG LifeStrategy Growth | Other securities | — | — | $220K | 2.9% | |
| SS S&P Midcap Index | Other securities | — | — | $203K | 2.7% | |
| SS Russ SC VI | Other securities | — | — | $151K | 2.0% | |
| Invesco Growth & Income | Mutual Funds | — | — | $121K | 1.6% | |
| Vanguard Target Date 2060 | Mutual Funds | — | — | $117K | 1.6% | |
| LVIP SSGA International Index | Other securities | — | — | $102K | 1.4% | |
| AmerFunds Bond America | Other securities | — | — | $99K | 1.3% | |
| Am Fnd Intl Growth Income | Other securities | — | — | $94K | 1.3% | |
| AmerFunds New World | Other securities | — | — | $87K | 1.2% | |
| SS Russ SC Gr Ix | Other securities | — | — | $85K | 1.1% | |
| Blackrock Global All Fnd Investor | Other securities | — | — | $58K | 0.8% | |
| Fed Hermes Gov Ultrashort | Other securities | — | — | $56K | 0.8% | |
| VG Target Ret Inc | Common Stocks | — | — | $56K | 0.8% | |
| Eaton Vance Inc Fund | Common Stocks | — | — | $48K | 0.6% | |
| LVIP BRGlobal Real Estate | Other securities | — | — | $45K | 0.6% | |
| LVIP Blackrock Inflation Protected | Other securities | — | — | $19K | 0.3% | |
| VG LifeStrategy Income | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Ret 2070 | Mutual Funds | — | — | $2K | <0.1% |