Cassie Henson signed Shebester-Bechtel, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shebester-Bechtel, Inc.'s EIN is 73-0977376.
Download the official 2024 Form 5500 (PDF) for Shebester-Bechtel, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shebester-Bechtel, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, an S-corporation ESOP, 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 | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | NONE | $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 |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES | — | CHARLOTTESVILLE, VA | THIRD PARTY ADMINISTRATO | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Shebester-Bechtel, Inc. 44,826 shares of common stock | Common Stocks | — | $4.0M | $18.7M | 81.6% | |
| VARIABLE ANNUITY ACCOUNT VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.3M | 14.5% | |
| Voya Retirement Insurance & Annuity Company (Voya) Total Bond Market Index Fund | Common Collective Trusts | — | — | $486K | 2.1% | |
| Voya Vanguard 500 Index Fund | Common Collective Trusts | — | — | $302K | 1.3% | |
| Voya Stable Value Option | Stable Value | — | — | $300K | 1.3% | |
| Voya MyCompass Index Moderate 2045 Fund | Other securities | — | — | $256K | 1.1% | |
| Voya MyCompass Index Moderate 2035 Fund | Other securities | — | — | $237K | 1.0% | |
| Voya Vanguard Value Index Fund | Common Collective Trusts | — | — | $234K | 1.0% | |
| Voya Fidelity International Index Fund | Common Collective Trusts | — | — | $233K | 1.0% | |
| Voya Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $178K | 0.8% | |
| Voya AQR Style Premia Alternative Fund | Other securities | — | — | $171K | 0.7% | |
| Voya Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $146K | 0.6% | |
| Voya Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $133K | 0.6% | |
| Voya Vanguard Growth Index Fund | Common Collective Trusts | — | — | $125K | 0.5% | |
| Voya Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $125K | 0.5% | |
| Voya Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $113K | 0.5% | |
| Voya MyCompass Index Moderate 2055 Fund | Other securities | — | — | $98K | 0.4% | |
| Voya AQR Managed Futures Strategy Fund | Other securities | — | — | $88K | 0.4% | |
| Notes receivable Loans to participants, interest rates from participants ranging from 4.25% to 9.50% with various - | Bonds / Notes | — | — | $78K | 0.3% | |
| Voya MyCompass Index Moderate Retirement Fund | Other securities | — | — | $49K | 0.2% | |
| Voya MyCompass Index Moderate 2065 Fund | Other securities | — | — | $33K | 0.1% | |
| Voya Vanguard Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| Voya Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| Voya MyCompass Index Conservative 2055 Fund | Other securities | — | — | $7K | <0.1% | |
| Voya Vanguard Ultra-Short-Term Bond Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Voya Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY TRUST COMPANY · EIN 26-3763031 / PN 149 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $0 | <0.1% |
