Rob Borchardt signed Embree Construction Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Embree Construction Group, Inc.'s EIN is 74-2242835.
Download the official 2024 Form 5500 (PDF) for Embree Construction Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Embree Construction Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| THE ALLOCATION COMPANY | 76-0354750 | — | TPA | — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan Chase JPMorgan Large Cap Growth Fund—Class R-6 | Other securities | — | — | $2.5M | 13.1% | |
| VOYA Retirement and Insurance Company Group annuity contract | Common Stocks | — | — | $1.6M | 8.5% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INS. AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 8.5% | |
| The Vanguard Group, Inc. Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $1.5M | 7.8% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2035 Fund I | Common Stocks | — | — | $1.2M | 6.6% | |
| American Funds Distributors, Inc. American Funds Wash Mutual Inv R6 | Mutual Funds | — | — | $1.0M | 5.5% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2025 Fund I | Common Stocks | — | — | $914K | 4.9% | |
| Voya Retirement Insurance and Annuity Company Voya Large Cap Growth Fund R6 | Common Stocks | — | — | $774K | 4.1% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2045 Fund I | Common Stocks | — | — | $753K | 4.0% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2050 Fund I | Common Stocks | — | — | $712K | 3.8% | |
| Voya Retirement Insurance and Annuity Company Voya Mid-Cap Growth Equity Fund 8 | Common Stocks | — | — | $637K | 3.4% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2030 Fund I | Common Stocks | — | — | $615K | 3.3% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2040 Fund I | Common Stocks | — | — | $587K | 3.1% | |
| AB Small Cap Growth Z Fund | Other securities | — | — | $581K | 3.1% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6 | Common Stocks | — | — | $530K | 2.8% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2055 Fund I | Common Stocks | — | — | $495K | 2.6% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2060 Fund I | Common Stocks | — | — | $460K | 2.5% | |
| American Funds Distributors, Inc. American Funds Infl Linked Bd Fd R6 | Mutual Funds | — | — | $452K | 2.4% | |
| The Vanguard Group, Inc. Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $450K | 2.4% | |
| Franklin Small Cap Value Fund R6 | Mutual Funds | — | — | $399K | 2.1% | |
| American Funds Distributors, Inc. American Funds Am Balanced R6 | Mutual Funds | — | — | $396K | 2.1% | |
| American Funds Distributors, Inc. American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $371K | 2.0% | |
| The Vanguard Group, Inc. Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $339K | 1.8% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2020 Fund I | Common Stocks | — | — | $281K | 1.5% | |
| Victory Sycmr Established Value Fund R6 | Other securities | — | — | $247K | 1.3% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2015 Fund I | Common Stocks | — | — | $220K | 1.2% | |
| DFA Real Estate Securities Port Inst | Mutual Funds | — | — | $213K | 1.1% | |
| MFS Intl New Discovery Fund R6 | Mutual Funds | — | — | $188K | 1.0% | |
| Participants Participant loans 3.25% to 8.50%; maturing through 2029 | Bonds / Notes | — | — | $149K | 0.8% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2065 Fund I | Common Stocks | — | — | $139K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Voya Govt Money Mkt Fund A (Hold Acct) | Cash / Money Market | — | — | $19K | 0.1% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2010 Fund I | Common Stocks | — | — | $17K | <0.1% | |
| T. Rowe Price Investment Services, Inc. TRowePrc Retirement I 2005 Fund I | Common Stocks | — | — | $1K | <0.1% |
