David Shuffield signed Nelson Bros Ready Mix, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nelson Bros Ready Mix, Ltd.'s EIN is 75-2944168.
Download the official 2024 Form 5500 (PDF) for Nelson Bros Ready Mix, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nelson Bros Ready Mix, Ltd.'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 INSURANCE COMPANY OFAMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| State Street Global Advisors SSGA Target Retirement 2035 | Other securities | — | — | $672K | 36.4% | |
| State Street Global Advisors SSGA Target Retirement 2045 | Other securities | — | — | $518K | 28.1% | |
| State Street Global Advisors SSGA Target Retirement 2055 | Other securities | — | — | $253K | 13.7% | |
| State Street Global Advisors SSGA Target Retirement 2025 | Other securities | — | — | $149K | 8.1% | |
| State Street Global Advisors SSGA Target Retirement 2065 | Other securities | — | — | $51K | 2.8% | |
| Fidelity Investments Fidelity Nasdaq Composite Index | Mutual Funds | — | — | $44K | 2.4% | |
| BlackRock 80/20 Target Allocation | Other securities | — | — | $27K | 1.4% | |
| State Street Global Advisors SSGA Target Retirement | Other securities | — | — | $23K | 1.3% | |
| DFA Large Cap International l DFA Large Cap International l | Mutual Funds | — | — | $23K | 1.3% | |
| Fidelity Investments Fidelity Advisor Growth Opportunities | Mutual Funds | — | — | $21K | 1.1% | |
| Empower Investments Empower Investments Fixed Account - Series Class I | Other securities | — | — | $17K | 0.9% | |
| STATE STREET NASDAQ-100 INDEX NL C1 STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $16K | 0.9% | |
| PIMCO Real Estate Real Return Strategy I | Mutual Funds | — | — | $8K | 0.5% | |
| Columbia US Treasury Index Inst3 Columbia US Treasury Index Inst3 | U.S. Treasuries | — | — | $8K | 0.4% | |
| PGIM Jennison Utility R6 PGIM Jennison Utility R6 | Other securities | — | — | $7K | 0.4% | |
| Janus Henderson Janus Henderson Balanced | Mutual Funds | — | — | $3K | 0.2% | |
| PGIM Jennison Utility | Other securities | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SCF INVESTMENT ADVISORS INC |
| — |
| FRESNO, CA |
| INVESTMENT ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS, INC. | 85-0402842 | ALBUQUERQUE, NM | TPA | $18K | — |
