JUDY Construction Company's EIN is 61-0861333.
Download the official 2024 Form 5500 (PDF) for JUDY Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JUDY Construction Company'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 CO OF AME | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual US Government Money Market Fund;R5 | Cash / Money Market | — | — | $4.6M | 38.4% | |
| Franklin Growth Fund;A | Mutual Funds | — | — | $1.3M | 10.7% | |
| Invesco Rising Dividends Fund;A | Mutual Funds | — | — | $1.2M | 10.5% | |
| MassMutual Diversified Value Fund;A | Other securities | — | — | $937K | 7.9% | |
| MassMutual Guaranteed Interest Account | Other securities | — | — | $793K | 6.7% | |
| Eaton Vance Atlanta Cap SMID-Cap Fd;A | Other securities | — | — | $409K | 3.5% | |
| MassMutual Total Return Bond Fund;R4 | Other securities | — | — | $406K | 3.4% | |
| Loomis Sayles Strategic Income Fund;A | Other securities | — | — | $312K | 2.6% | |
| Virtus Ceredex Mid-Cap Value Equity Fd;I | Other securities | — | — | $282K | 2.4% | |
| Franklin Small Cap Value Fund;A | Mutual Funds | — | — | $261K | 2.2% | |
| Invesco Small Cap Growth Fund;A | Mutual Funds | — | — | $249K | 2.1% | |
| Invesco International Growth Fund;A | Mutual Funds | — | — | $202K | 1.7% | |
| Columbia Mid Cap Index Fund;A | Common Collective Trusts | — | — | $162K | 1.4% | |
| MFS Government Securities Fund;R2 | Mutual Funds | — | — | $67K | 0.6% | |
| Invesco Senior Floating Rate Fund;A | Mutual Funds | — | — | $55K | 0.5% | |
| Columbia Small Cap Index Fund;A | Common Collective Trusts | — | — | $51K | 0.4% | |
| PGIM High Yield Fund;A | Other securities | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| LPL FINANCIAL CORPORATION | 95-2834236 | SAN DIEGO, CA | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGREGOR & ASSOCIATES, INC. | 61-1211399 | LEXINGTON, KY | THIRD PARTY ADMINISTRATOR | $965 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE & CO., LLC | 35-1178661 | LEXINGTON, KY | AUDITOR | $13K | — |
