Plan Sponsor signed B & H Construction, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
B & H Construction, LLC's EIN is 73-1374355.
Download the official 2024 Form 5500 (PDF) for B & H Construction, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)B & H Construction, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $80 | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EDWARD D JONES & CO LP | — | ST LOUIS, MO | INVESTMENT ADVISOR | $21K | — |
| EDWARD D JONES & CO, LP | 43-0345811 | NORMAN, OK | INVESTMENT ADVISORY SERV | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC DBA MORNINGSTAR ASS | — | CHICAGO, IL | OTHER | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $2.8M | 17.7% | |
| American Funds American Funds 2035 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $2.6M | 16.9% | |
| American Funds American Funds 2050 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $1.8M | 11.8% | |
| American Funds American Funds 2045 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $1.6M | 10.5% | |
| American Funds American Funds 2055 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $1.2M | 8.0% | |
| American Funds American Funds 2040 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $1.2M | 7.6% | |
| American Funds American Funds 2025 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $945K | 6.1% | |
| Notes receivable from participants Maturing 2025-2033 at interest rates of 5.25% - 10.50% - | Bonds / Notes | — | — | $736K | 4.7% | |
| American Funds American Funds 2060 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $520K | 3.3% | |
| American Funds American Funds 2020 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $346K | 2.2% | |
| JP Morgan Jpmorgan Large Cap Growth R6 N/A | Other securities | — | — | $314K | 2.0% | |
| American Funds American Funds 2015 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $284K | 1.8% | |
| American Funds American Funds 2065 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $240K | 1.5% | |
| Fidelity 500 Index N/A | Common Collective Trusts | — | — | $237K | 1.5% | |
| Fidelity Large Cap Growth Index N/A | Mutual Funds | — | — | $188K | 1.2% | |
| American Funds American Funds Gr And Inc Port R-6 N/A | Mutual Funds | — | — | $123K | 0.8% | |
| American Funds American Funds 2010 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $90K | 0.6% | |
| American Funds American Funds American Balanced R6 N/A | Mutual Funds | — | — | $82K | 0.5% | |
| * Great-West Life & Annuity Ei Fixed Account - Series Class Iii N/A | Guaranteed Income / GIC | — | — | $79K | 0.5% | |
| Hartford Funds Hartford Dividend And Growth R6 N/A | Other securities | — | — | $33K | 0.2% | |
| Fidelity International Index N/A | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Mid Cap Growth Index N/A | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Emerging Markets Index N/A | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Large Cap Value Index N/A | Mutual Funds | — | — | $4K | <0.1% | |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds American Funds New Perspective R6 N/A | Mutual Funds | — | — | $3K | <0.1% | |
| JP Morgan Jpmorgan Mid Cap Growth R6 N/A | Other securities | — | — | $3K | <0.1% | |
| SSGA RUSSELL SC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds Amer Funds Moderate G/i Portfolio R6 N/A | Mutual Funds | — | — | $2K | <0.1% | |
| JP Morgan Jpmorgan Small Cap Blend R6 N/A | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price T. Rowe Price Global Stock I N/A | Other securities | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors Dfa Commodity Strategy I N/A | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Overseas K N/A | Mutual Funds | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors Dfa Real Estate Securities I N/A | Mutual Funds | — | — | $1K | <0.1% | |
| American Funds Amer Funds Conserv G/i Portfolio R6 N/A | Mutual Funds | — | — | $1K | <0.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
