Shayla TRAN signed Heavy Construction Systems Speci's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heavy Construction Systems Speci's EIN is 76-0242109.
Download the official 2024 Form 5500 (PDF) for Heavy Construction Systems Speci from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heavy Construction Systems Speci'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $62K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $8.9M | 20.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $5.7M | 13.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $4.3M | 9.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.6M | 8.3% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $2.8M | 6.5% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $2.0M | 4.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.5M | 3.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.4M | 3.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.2M | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $979K | 2.3% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $799K | 1.8% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $711K | 1.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $691K | 1.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $573K | 1.3% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $554K | 1.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $493K | 1.1% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $485K | 1.1% | |
| EATON VANCE INCOME BOSTON R6 | Registered Investment Companies | — | — | $440K | 1.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $429K | 1.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $361K | 0.8% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $320K | 0.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $241K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $211K | 0.5% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $146K | 0.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $71K | 0.2% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $54K |
| — |
