Pogue Construction Co., LP's EIN is 75-1650672.
Download the official 2024 Form 5500 (PDF) for Pogue Construction Co., LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pogue Construction Co., LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FONDREN OAKS CAPITAL MANAGEMENT | 82-3258348 | — | NONE | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $28K | — |
| CHARLES SCHWAB BANK | 82-3967259 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Target 2030 Index Mutual Fund - | Mutual Funds | — | — | $2.6M | 14.6% | |
| Schwab Target 2055 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $2.3M | 13.1% | |
| Schwab Target 2050 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $2.3M | 12.8% | |
| Schwab Target 2025 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $1.6M | 9.2% | |
| Schwab Target 2035 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $935K | 5.2% | |
| Schwab Target 2020 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $819K | 4.6% | |
| Schwab Us Large-Cap Value Etf Exchange Traded Funds (EFT) - | Mutual Funds | — | — | $740K | 4.1% | |
| Schwab S&P 500 Index Fund - Select S Mutual Fund - | Common Collective Trusts | — | — | $647K | 3.6% | |
| Vanguard Ftse Emerging Markets Etf Exchange Traded Funds (EFT) - | Mutual Funds | — | — | $613K | 3.4% | |
| Schwab Target 2045 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $548K | 3.1% | |
| Schwab Target 2040 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $523K | 2.9% | |
| Vanguard Energy Etf Exchange Traded Funds (EFT) - | Mutual Funds | — | — | $509K | 2.8% | |
| Schwab Intl Index Fd Mutual Fund - | Mutual Funds | — | — | $441K | 2.5% | |
| Schwab Small Cap Index Select Mutual Fund - | Mutual Funds | — | — | $358K | 2.0% | |
| Schwab Target 2060 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $308K | 1.7% | |
| Schwab Us Reit Etf Exchange Traded Funds (EFT) - | Mutual Funds | — | — | $286K | 1.6% | |
| Polen Global Growth Fd Inst Mutual Fund - | Other securities | — | — | $285K | 1.6% | |
| Trowe Price Growth Stock Fund I Mutual Fund - | Mutual Funds | — | — | $266K | 1.5% | |
| Schwab Target 2065 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $198K | 1.1% | |
| Invesco Msci Global Timber Etf Exchange Traded Funds (EFT) - | Mutual Funds | — | — | $170K | 0.9% | |
| Amg Yacktam Fd Svc Mutual Fund - | Other securities | — | — | $165K | 0.9% | |
| Ishares Global Infrastructure Exchange Traded Funds (EFT) - | Other securities | — | — | $137K | 0.8% | |
| Dodge & Cox Income Fd Mutual Fund - | Mutual Funds | — | — | $116K | 0.6% | |
| Vanguard Short Term Inflation Protected Fund Mutual Fund - | Mutual Funds | — | — | $116K | 0.6% | |
| Schwab Short-Term Bond Index Fund Mutual Fund - | Common Collective Trusts | — | — | $105K | 0.6% | |
| Ishares Gold Trust Exchange Traded Funds (EFT) - | Other securities | — | — | $94K | 0.5% | |
| Schwab Target 2015 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $64K | 0.4% | |
| Schwab Us Aggregate Bond Index Fd Mutual Fund - | Mutual Funds | — | — | $62K | 0.3% | |
| Ishares Silver Trust Exchange Traded Funds (EFT) - | Other securities | — | — | $29K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $5K |
| — |
