Joanne Paladino signed Houston Chapter AGC/Louisiana AGC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Houston Chapter AGC/Louisiana AGC's EIN is 74-0490820.
Download the official 2023 Form 5500 (PDF) for Houston Chapter AGC/Louisiana AGC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Houston Chapter AGC/Louisiana AGC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $205K | — |
| PINNACLE FINANCIAL SERVICES, INC. | 59-2438373 | — | RECORDKEEPER | $7K | — |
| Name | EIN |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $129.9M | 24.7% | |
| Transamerica Stable Value Advantage Account | Stable Value | — | — | $40.7M | 7.7% | |
| MFS MASSACHUSETTS INV GR STK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 663 | Pooled Separate Account | — | — | $34.2M | 6.5% | |
| AMERICAN FDS WASHINGTON MUTUAL INVE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $24.1M | 4.6% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $19.6M | 3.7% | |
| TA Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $19.5M | 3.7% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $17.8M | 3.4% | |
| Transamerica Partners Stock Index Fund | Common Collective Trusts | — | — | $17.5M | 3.3% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $15.6M | 3.0% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $15.1M | 2.9% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $14.9M | 2.8% | |
| STATE STREET RUSSELL LG CAP GROW ID TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $14.0M | 2.7% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $13.8M | 2.6% | |
| SSgA Russell Large Cap Growth Index Fund | Common Collective Trusts | — | — | $13.7M | 2.6% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $12.6M | 2.4% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $12.0M | 2.3% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $11.4M | 2.2% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $10.6M | 2.0% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $10.1M | 1.9% | |
| VICTORY ESTABLISHED VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $9.9M | 1.9% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $9.8M | 1.9% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $9.8M | 1.9% | |
| Participating Employers Participant Notes Receivable with varying dates of maturity with interest rates ranging from 4.25% to 8.00% | Bonds / Notes | — | — | $9.7M | 1.8% | |
| DWS CORE EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 758 | Pooled Separate Account | — | — | $8.0M | 1.5% | |
| AMER FUNDS EUROPACIFIC GROWTH RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $7.8M | 1.5% | |
| PIONEER SELECT MID CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 738 | Pooled Separate Account | — | — | $6.8M | 1.3% | |
| JANUS TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 578 | Pooled Separate Account | — | — | $6.1M | 1.2% | |
| STATE STREET S&P MID CAP INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $5.8M | 1.1% | |
| SSgA International Index Fund | Common Collective Trusts | — | — | $4.6M | 0.9% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $4.6M | 0.9% | |
| CLEARBRIDGE MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 379 | Pooled Separate Account | — | — | $4.3M | 0.8% | |
| ClearBridge Mid Cap Fund | Other securities | — | — | $4.3M | 0.8% | |
| FEDERATED HERMES MDT SM CAP CORE RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 351 | Pooled Separate Account | — | — | $4.2M | 0.8% | |
| STATE STREET RUSSELL LG CAP VALUE I TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $4.1M | 0.8% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 102 | Pooled Separate Account | — | — | $4.1M | 0.8% | |
| SSgA Russell Large Cap Value Index Fund | Common Collective Trusts | — | — | $4.1M | 0.8% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $3.9M | 0.7% | |
| DFA U.S. Targeted Value Portfolio Fund | Mutual Funds | — | — | $3.9M | 0.7% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $3.9M | 0.7% | |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $3.8M | 0.7% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $3.8M | 0.7% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $3.7M | 0.7% | |
| PARAMETRIC INTERNATIONAL EQUITY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 737 | Pooled Separate Account | — | — | $3.3M | 0.6% | |
| Parametric International Equity Fund | Other securities | — | — | $3.3M | 0.6% | |
| STATE STREET RUSSELL SM CAP GROW ID TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $3.1M | 0.6% | |
| SSgA Russell Small Cap Growth Index Fund | Common Collective Trusts | — | — | $3.0M | 0.6% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $2.5M | 0.5% | |
| TA Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $2.5M | 0.5% | |
| ALLSPRING PRECIOUS METALS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $2.5M | 0.5% | |
| FRANKLIN UTILITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 263 | Pooled Separate Account | — | — | $2.4M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| NPPG PLAN PROFESSIONALS LLC | 85-3213245 | — | INVESTMENT ADVISORY | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3(16) FIDUCIARY SERVICES | 45-4813650 | — | PLAN ADMINISTRATOR | $94K | — |
| NPPG | 30-0835405 | — | PLAN ADMINISTRATOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANNIS T. BOURGEOIS | 72-0636725 | — | AUDIT | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOWEN MICLETTE & BRITT INSURANCE AG | 26-3860108 | — | OTHER | $40K | — |
