Susan Wood signed S Y B Construction Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S Y B Construction Company, Inc.'s EIN is 75-2053952.
Download the official 2024 Form 5500 (PDF) for S Y B Construction Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S Y B Construction Company, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | Mutual Funds | — | — | $1000K | 19.4% | |
| iShares MSCI EAFE Intl Index Instl iShares 0 707 American Funds Trgt Date Ret 2030 R6 American Funds 0 | Mutual Funds | — | — | $981K | 19.0% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | Mutual Funds | — | — | $824K | 16.0% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $560K | 10.8% | |
| American Funds Ret Income Conserv R6 American Funds 0 | Mutual Funds | — | — | $380K | 7.3% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | Mutual Funds | — | — | $236K | 4.6% | |
| Fidelity 500 Index Fund Fidelity 0 | Common Collective Trusts | — | — | $228K | 4.4% | |
| BlackRock Strategic Income Opp Instl BlackRock 0 19 Parnassus Mid Cap Instl Parnassus 0 646 Calamos Market Neutral Income I Calamos 0 19 Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $199K | 3.9% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | Mutual Funds | — | — | $189K | 3.7% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | Mutual Funds | — | — | $138K | 2.7% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | Mutual Funds | — | — | $131K | 2.5% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | Mutual Funds | — | — | $110K | 2.1% | |
| BlackRock Advantage CoreAlpha Bond Instl BlackRock 0 | Other securities | — | — | $68K | 1.3% | |
| Fidelity Advisor Stock Sel Small Cap Z Fidelity 0 | Mutual Funds | — | — | $42K | 0.8% | |
| iShares Russell 2000 SmCap Ind Instl iShares 0 | Common Collective Trusts | — | — | $24K | 0.5% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | Mutual Funds | — | — | $23K | 0.4% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 18 American Funds Trgt Date Ret 2020 R6 American Funds 0 | Mutual Funds | — | — | $15K | 0.3% | |
| American Funds American Balanced R6 American Funds 0 903 Vanguard International Growth Adm Vanguard 0 | Mutual Funds | — | — | $6K | 0.1% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | Mutual Funds | — | — | $5K | <0.1% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | Other securities | — | — | $2K | <0.1% | |
| JPMorgan Equity Income R6 JP Morgan 0 | Other securities | — | — | $1K | <0.1% | |
| Hartford World Bond R6 Hartford 0 | Other securities | — | — | $1K | <0.1% | |
| American Century Emerging Markets R6 American Century 0 367 PGIM Total Return Bond R6 PGIM 0 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
