Loren Smith signed Andres Construction Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Andres Construction Services, LLC's EIN is 75-2365517.
Download the official 2024 Form 5500 (PDF) for Andres Construction Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Andres Construction Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity** Contrafund | Mutual Funds | — | — | $5.1M | 13.6% | |
| Fidelity** Blue Chip Growth Fund | Mutual Funds | — | — | $4.7M | 12.6% | |
| Fidelity** 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 7.2% | |
| T. Rowe Price Dividend Growth Fund | Other securities | — | — | $2.4M | 6.6% | |
| Fidelity** Government money market fund | Mutual Funds | — | — | $2.1M | 5.7% | |
| Fidelity** Freedom 2055 Fund | Mutual Funds | — | — | $2.1M | 5.7% | |
| Fidelity** Freedom 2060 Fund | Mutual Funds | — | — | $1.6M | 4.2% | |
| Fidelity** Mid-Cap Stock Fund | Mutual Funds | — | — | $1.3M | 3.6% | |
| Fidelity** Diversified International Fund | Mutual Funds | — | — | $1.3M | 3.6% | |
| Fidelity** Freedom 2035 Fund | Mutual Funds | — | — | $1.2M | 3.2% | |
| Fidelity** Low-Priced Stock Fund | Mutual Funds | — | — | $1.1M | 3.0% | |
| Fidelity** Worldwide Fund | Mutual Funds | — | — | $1.0M | 2.8% | |
| Fidelity** Freedom 2025 Fund | Mutual Funds | — | — | $991K | 2.7% | |
| Fidelity** Balanced Fund | Mutual Funds | — | — | $904K | 2.4% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $854K | 2.3% | |
| Fidelity** Freedom 2045 Fund | Mutual Funds | — | — | $846K | 2.3% | |
| Fidelity** Self-directed brokerage account | Self-Directed Brokerage | — | — | $839K | 2.3% | |
| MassMutual Small Cap Opps Fund | Other securities | — | — | $789K | 2.1% | |
| Fidelity** Government Income Fund | Mutual Funds | — | — | $752K | 2.0% | |
| Fidelity** International Index Fund | Common Collective Trusts | — | — | $740K | 2.0% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $724K | 1.9% | |
| Fidelity** Freedom 2040 Fund | Mutual Funds | — | — | $663K | 1.8% | |
| Fidelity** Freedom 2050 Fund | Mutual Funds | — | — | $461K | 1.2% | |
| Fidelity** Freedom 2030 Fund | Mutual Funds | — | — | $404K | 1.1% | |
| Fidelity** Total Market Index Fund | Common Collective Trusts | — | — | $322K | 0.9% | |
| Fidelity** Extended Market Index Fund | Common Collective Trusts | — | — | $229K | 0.6% | |
| Participants** Participants notes receivable bearing interest at rates ranging from 4.25 to 9.5 percent - | Other securities | — | — | $193K | 0.5% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $188K | 0.5% | |
| Fidelity** Freedom 2065 Fund | Mutual Funds | — | — | $172K | 0.5% | |
| Harbor International Retirement Fund | Other securities | — | — | $112K | 0.3% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $94K | 0.3% | |
| Eaton Vance Income Fund of Boston | Other securities | — | — | $65K | 0.2% | |
| Fidelity** Freedom 2020 Fund | Mutual Funds | — | — | $59K | 0.2% | |
| Fidelity** Freedom Income Fund | Mutual Funds | — | — | $40K | 0.1% | |
| Fidelity** Freedom 2015 Fund | Mutual Funds | — | — | $25K | <0.1% | |
| Fidelity** Freedom 2010 Fund | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
