Susana P. Garcia signed North Texas Contracting, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Texas Contracting, Inc.'s EIN is 75-2337696.
Download the official 2023 Form 5500 (PDF) for North Texas Contracting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)North Texas Contracting, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $39K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
| VOYA FINANCIAL ADVISORS INC | — | DES MOINES, IA | CONSULTING | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual funds units | Common Collective Trusts | — | $1.9M | $2.6M | 19.0% | |
| Vanguard Developed Markets Index Admiral Mutual funds units | Mutual Funds | — | $2.0M | $2.2M | 16.2% | |
| American Funds 2050 Target Date Retire R6 Mutual funds units | Mutual Funds | — | $1.5M | $1.9M | 13.7% | |
| Guaranteed Portfolio Fund Fixed account, interest rate 1.45% | Bonds / Notes | — | $1.2M | $1.2M | 8.9% | |
| Vanguard Small Cap Index Adm Mutual funds units | Mutual Funds | — | $877K | $1.1M | 7.8% | |
| Vanguard Interim-Term Bond Index Adm Mutual funds units | Mutual Funds | — | $1.0M | $955K | 7.0% | |
| American Funds 2040 Target Date Retire R6 Mutual funds units | Mutual Funds | — | $518K | $636K | 4.6% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual funds units | Common Collective Trusts | — | $488K | $587K | 4.3% | |
| Participant Loans Various maturities, (Notes Receivable from Participants) Interest rates 4.250%-9.500% - | Bonds / Notes | — | — | $524K | 3.8% | |
| American Funds 2025 Target Date Retire R6 Mutual funds units | Mutual Funds | — | $473K | $521K | 3.8% | |
| American Funds 2030 Target Date Retire R6 Mutual funds units | Mutual Funds | — | $284K | $311K | 2.3% | |
| Vanguard Real Estate Index Admiral Mutual funds units | Mutual Funds | — | $261K | $276K | 2.0% | |
| Vanguard High Dividend Yield Index Adm Mutual funds units | Mutual Funds | — | $226K | $274K | 2.0% | |
| Guaranteed Portfolio Fund Fixed account 1.450 % | Bonds / Notes | — | $356K | $249K | 1.8% | |
| American Funds 2045 Target Date Retire R6 Mutual funds units | Mutual Funds | — | $195K | $236K | 1.7% | |
| Vanguard SmallCap Value Index Admiral Mutual funds units | Mutual Funds | — | $140K | $163K | 1.2% | |
| American Funds 2035 Target Date Retire R6 Mutual funds units | Mutual Funds | — | $96K | $111K | 0.8% | |
| Guaranteed Portfolio Fund Fixed account 1.400 % | Bonds / Notes | — | $13K | $78K | 0.6% | |
| American Funds 2020 Target Date Retire R6 Mutual funds units | Mutual Funds | — | $44K | $47K | 0.3% | |
| American Funds 2055 Target Date Retire R6 Mutual funds units | Mutual Funds | — | $32K | $40K | 0.3% | |
| Vanguard Mid0Cap Value Index Admiral Mutual funds units | Mutual Funds | — | $22K | $28K | 0.2% | |
| American Funds 2060 Target Date Retire R6 Mutual funds units | Mutual Funds | — | $13K | $15K | 0.1% | |
| Guaranteed Portfolio Fund Fixed account 1.350 % | Bonds / Notes | — | $3K | $12K | <0.1% | |
| Guaranteed Portfolio Fund Fixed account 1.300 % 571 | Bonds / Notes | — | — | $7K | <0.1% | |
| Guaranteed Portfolio Fund Fixed account 1.250 % 244 | Bonds / Notes | — | — | $3K | <0.1% |
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 |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $21K | — |
| COMMERCE STREET INVESTMENT ADVISOR | — | DALLAS, TX | INVESTMENT ADVISOR | $6K | — |
