LEAH Davis signed Burgess Construction Consultants, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burgess Construction Consultants, Inc.'s EIN is 75-2473224.
Download the official 2024 Form 5500 (PDF) for Burgess Construction Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burgess Construction Consultants, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $981K | 17.9% | |
| GREAT GRAY TRUST AMERICAN FDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $926K | 16.9% | |
| GREAT GRAY TRUST AMERICAN FDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $685K | 12.5% | |
| GREAT GRAY TRUST AMERICAN FDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $468K | 8.5% | |
| ISHARES S&P 500 INDEX K Mutual Fund n/a | Common Collective Trusts | — | — | $426K | 7.7% | |
| GREAT GRAY TRUST AMERICAN FDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $409K | 7.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $320K | 5.8% | |
| GREAT GRAY TRUST AMERICAN FDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $230K | 4.2% | |
| GREAT GRAY TRUST AMERICAN FDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $218K | 4.0% | |
| GREAT GRAY TRUST AMERICAN FDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $204K | 3.7% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund n/a | Other securities | — | — | $132K | 2.4% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $86K | 1.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $84K | 1.5% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K Mutual Fund n/a | Common Collective Trusts | — | — | $54K | 1.0% | |
| EI FIXED ACCOUNT - SERIES CLASS I Fixed Annuities n/a | Other securities | — | — | $50K | 0.9% | |
| PIMCO INCOME INSTL Mutual Fund n/a | Mutual Funds | — | — | $37K | 0.7% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K Mutual Fund n/a | Other securities | — | — | $35K | 0.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $18K | 0.3% | |
| MFS MID CAP VALUE R6 Mutual Fund n/a | Mutual Funds | — | — | $18K | 0.3% | |
| JPMORGAN CORE BOND R6 Mutual Fund n/a | Other securities | — | — | $17K | 0.3% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual Fund n/a | Other securities | — | — | $16K | 0.3% | |
| ISHARES U.S. AGGREGATE BOND INDEX K Mutual Fund n/a | Other securities | — | — | $16K | 0.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund n/a | Mutual Funds | — | — | $15K | 0.3% | |
| ISHARES RUSSELL MID-CAP INDEX K Mutual Fund n/a | Other securities | — | — | $15K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund n/a | Mutual Funds | — | — | $15K | 0.3% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $8K | 0.1% | |
| PGIM US REAL ESTATE R6 Mutual Fund n/a | Other securities | — | — | $5K | <0.1% | |
| PUTNAM INTERNATIONAL VALUE R6 Mutual Fund n/a | Mutual Funds | — | — | $4K | <0.1% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $24K |
| — |
