Joeris General Contractors, Ltd.'s EIN is 74-2277946.
Download the official 2023 Form 5500 (PDF) for Joeris General Contractors, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Joeris General Contractors, Ltd.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $23K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $100 | — |
| BENEFITS ADMINISTRATORS LLC | 61-1291181 | — | RECORDKEEPER | $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 |
|---|---|---|---|---|---|
| IRONOAK WEALTH LLC | 82-3645371 | — | INVESTMENT ADVISORY PLAN | $87K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY PLAN | $22K | — |
