Rozina Kassam signed Construction Resources Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Construction Resources Holdings, LLC's EIN is 81-0763593.
Download the official 2024 Form 5500 (PDF) for Construction Resources Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Construction Resources Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | NONE | $37K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH AND HOWARD PC | — | DALLAS, TX | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pioneer Balanced ESG A | Other securities | — | — | $7.1M | 28.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.8M | 19.3% | |
| Victory Nasdaq-100 Index A Victory 0 | Other securities | — | — | $1.8M | 7.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.1M | 4.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.1M | 4.3% | |
| MFS International Diversification R3 | Mutual Funds | — | — | $923K | 3.7% | |
| American Funds New World R4 | Mutual Funds | — | — | $827K | 3.3% | |
| Mass Mutual Small Cap Growth Equity | Other securities | — | — | $818K | 3.3% | |
| MFS Value R3 | Mutual Funds | — | — | $755K | 3.0% | |
| Putnam Stable Value 100bps Putnam 0 | Stable Value | — | — | $735K | 3.0% | |
| PUTNAM STABLE VALUE 100BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $735K | 3.0% | |
| Victory Sycamore Established Value A | Other securities | — | — | $693K | 2.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $648K | 2.6% | |
| PGIM Global Total Return R4 | Other securities | — | — | $592K | 2.4% | |
| Virtus KAR Mid-Cap Growth A | Other securities | — | — | $540K | 2.2% | |
| Macquarie Small Cap Value A | Other securities | — | — | $485K | 2.0% | |
| BLACKROCK LIFEPATH INDEX 2040 60 GREAT GRAY TRUST · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $378K | 1.5% | |
| Macquarie Diversified Income A | Other securities | — | — | $357K | 1.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $330K | 1.3% | |
| Participants Interest Rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $330K | 1.3% | |
| Fidelity Global ex US Index | Mutual Funds | — | — | $305K | 1.2% | |
| BLACKROCK LIFEPATH INDEX 2030 60 GREAT GRAY TRUST · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $212K | 0.9% | |
| Cohen & Steers Real Estate Secs A | Other securities | — | — | $211K | 0.8% | |
| BLACKROCK LIFEPATH INDEX RETIRE 60 GREAT GRAY TRUST · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $63K | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2060 60 GREAT GRAY TRUST · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $61K | 0.2% | |
| BLACKROCK LIFEPATH INDEX 2050 60 GREAT GRAY TRUST · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $40K | 0.2% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $40K | 0.2% | |
| BLACKROCK LIFEPATH INDEX 2045 60 GREAT GRAY TRUST · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $28K | 0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 60 GREAT GRAY TRUST · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $24K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 60 GREAT GRAY TRUST · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $19K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 60 GREAT GRAY TRUST · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
