Ball Homes, LLC's EIN is 61-0565979.
Download the official 2024 Form 5500 (PDF) for Ball Homes, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ball Homes, LLC's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Fds Inc Inter Bd Instl 622,650 Shares | Common Stocks | — | $6.3M | $6.4M | 16.6% | |
| Fidelity 500 Index Fd Inst Prem 18,903 Shares | Common Collective Trusts | — | $2.7M | $3.9M | 10.0% | |
| Vanguard Short-Term Bond Etf 33,318 Shares | Mutual Funds | — | $2.5M | $2.6M | 6.7% | |
| Invesco Etf Tr S&P 500 Quality Etf 28,761 Shares | Common Collective Trusts | — | $1.6M | $1.9M | 5.0% | |
| Brown Advisory Sustainable Growth Fd Inst 32,534 Shares | Other securities | — | $1.5M | $1.8M | 4.7% | |
| Money market funds Federated Government Obligations Prem 1,482,484 Units | Cash / Money Market | — | $1.5M | $1.5M | 3.8% | |
| Dodge & Cox Income Fd 104,035 Shares | Mutual Funds | — | $1.4M | $1.3M | 3.3% | |
| Guggenheim Limited Duration Instl 52,758 Shares | Other securities | — | $1.3M | $1.3M | 3.3% | |
| Doubleline Total Return Bond I 148,189 Shares | Other securities | — | $1.5M | $1.3M | 3.3% | |
| ESG Aware MSCI EAFE Etf 10,287 Shares | Other securities | — | $797K | $783K | 2.0% | |
| Nvdia Corp 5,420 Shares | Common Stocks | — | $389K | $728K | 1.9% | |
| Microsoft Corp 1,645 Shares | Common Stocks | — | $592K | $693K | 1.8% | |
| Apple Inc 2,752 Shares | Common Stocks | — | $403K | $689K | 1.8% | |
| Fidelity Mid Cap Index Inst Prem 16,876 Shares | Mutual Funds | — | $446K | $570K | 1.5% | |
| Dodge & Cox Intl Stock Fd 10,745 Shares | Mutual Funds | — | $503K | $536K | 1.4% | |
| Fidelity International Index Fd 10,859 Shares | Mutual Funds | — | $481K | $516K | 1.3% | |
| Conestoga Fds Small Cap Instl 6,471 Shares | Other securities | — | $446K | $514K | 1.3% | |
| Harding Loevner Intl Equity Inst 20,499 Shares | Other securities | — | $570K | $502K | 1.3% | |
| Allspring Fds Spec Small Cap Value Class Instl 11,270 Shares | Mutual Funds | — | $444K | $454K | 1.2% | |
| SPDR Portfolio S&P 400 Mid Cap Etf 8,103 Shares | Other securities | — | $369K | $443K | 1.1% | |
| Alphabet Inc 2,238 Shares | Common Stocks | — | $277K | $424K | 1.1% | |
| Amazon.com Inc 1,883 Shares | Common Stocks | — | $308K | $413K | 1.1% | |
| Walmart Inc 3,313 Shares | Common Stocks | — | $192K | $299K | 0.8% | |
| Meta Platforms Inc 498 Shares | Common Stocks | — | $241K | $292K | 0.8% | |
| Vanguard Mid-Cap Growth Index 1,029 Shares | Mutual Funds | — | $243K | $261K | 0.7% | |
| JPMorgan Chase & Co 1,085 Shares | Common Stocks | — | $192K | $260K | 0.7% | |
| Fidelity Small Cap 9,320 Shares | Mutual Funds | — | $197K | $258K | 0.7% | |
| Broadcom Inc 1,080 Shares | Common Stocks | — | $115K | $250K | 0.6% | |
| Grandeur Peak Intl Stalwarts 15,140 Shares | Other securities | — | $255K | $246K | 0.6% | |
| Wells Fargo & Company 3,407 Shares | Common Stocks | — | $187K | $239K | 0.6% | |
| Blackrock Inc 220 Shares | Common Stocks | — | $167K | $226K | 0.6% | |
| Honeywell Intl Inc 967 Shares | Common Stocks | — | $188K | $218K | 0.6% | |
| Mastercard Inc 387 Shares | Common Stocks | — | $173K | $204K | 0.5% | |
| Tesla, Inc 492 Shares | Common Stocks | — | $91K | $199K | 0.5% | |
| Lilly (Eli) & Co 244 Shares | Common Stocks | — | $178K | $188K | 0.5% | |
| Procter & Gamble Co 1,108 Shares | Common Stocks | — | $171K | $186K | 0.5% | |
| Disney Walt Co 1,653 Shares | Common Stocks | — | $185K | $184K | 0.5% | |
| Thermo Fisher Scientific Inc 353 Shares | Common Stocks | — | $198K | $184K | 0.5% | |
| UnitedHealth Group Inc 357 Shares | Common Stocks | — | $169K | $181K | 0.5% | |
| Goldman Sachs Group 310 Shares | Common Stocks | — | $127K | $178K | 0.5% | |
| Berkshire Hathaway Inc 388 Shares | Common Stocks | — | $153K | $176K | 0.5% | |
| Arista Networks Inc 1,460 Shares | Common Stocks | — | $109K | $161K | 0.4% | |
| Home Depot Inc 398 Shares | Common Stocks | — | $133K | $155K | 0.4% | |
| Sherwin Williams Co 435 Shares | Common Stocks | — | $131K | $148K | 0.4% | |
| Eaton Corp Plc 425 Shares | Common Stocks | — | $120K | $141K | 0.4% | |
| Booking Hldgs Inc 27 Shares | Common Stocks | — | $91K | $134K | 0.3% | |
| Union Pac Corp 580 Shares | Common Stocks | — | $142K | $132K | 0.3% | |
| Accenture 373 Shares | Other securities | — | $124K | $131K | 0.3% | |
| Texas Instrs Inc 663 Shares | Common Stocks | — | $110K | $124K | 0.3% | |
| Intuitive Surgical Inc 235 Shares | Common Stocks | — | $101K | $123K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
