Rodney Finke signed David E. Harvey Builders, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
David E. Harvey Builders, Inc.'s EIN is 76-0236902.
Download the official 2024 Form 5500 (PDF) for David E. Harvey Builders, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)David E. Harvey Builders, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $115K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $16.2M | 17.7% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $13.6M | 14.9% | |
| MASSMUTUAL GUARANTEED INTEREST ACCOUNT Guaranteed Interest Account - | Other securities | — | — | $10.9M | 11.9% | |
| MASSMUTUAL CORE BOND I Mutual Fund - | Other securities | — | — | $5.1M | 5.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $4.8M | 5.3% | |
| MFS VALUE R6 Mutual Fund - | Mutual Funds | — | — | $4.4M | 4.8% | |
| MASSMUTUAL SMALL CP GRTH EQTY I Mutual Fund - | Other securities | — | — | $4.2M | 4.6% | |
| MASSMUTUAL OVERSEAS I Mutual Fund - | Other securities | — | — | $4.1M | 4.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $4.0M | 4.4% | |
| EMPOWER S&P MID CAP 400 INDEX INST Mutual Fund - | Other securities | — | — | $3.8M | 4.1% | |
| MASSMUTUAL EQTY OPPORTUNITIES I Mutual Fund - | Other securities | — | — | $3.4M | 3.7% | |
| INVESCO GLOBAL OPPORTUNITIES R6 Mutual Fund - | Mutual Funds | — | — | $3.3M | 3.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $3.3M | 3.6% | |
| T. ROWE US MID CAP GRW EQTY (IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $3.2M | 3.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $3.2M | 3.5% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $1.8M | 2.0% | |
| EMPOWER S&P SMALL CAP 600 INDEX INST Mutual Fund - | Other securities | — | — | $673K | 0.7% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Mutual Fund - | Other securities | — | — | $521K | 0.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $469K | 0.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $126K | 0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE/VICTORY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
