LISA Clay signed Advance Tank and Construction Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advance Tank and Construction Co.'s EIN is 83-0260648.
Download the official 2024 Form 5500 (PDF) for Advance Tank and Construction Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advance Tank and Construction Co.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan US Equity Fund | Other securities | — | — | $2.3M | 18.5% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $1.6M | 12.9% | |
| T Rowe Price Retirement 2050 | Mutual Funds | — | — | $1.3M | 9.9% | |
| T Rowe Price Retirement 2030 | Mutual Funds | — | — | $1.1M | 8.6% | |
| T Rowe Price Retirement 2040 | Mutual Funds | — | — | $1.0M | 8.3% | |
| T Rowe Price Retirement 2060 | Mutual Funds | — | — | $775K | 6.1% | |
| T Rowe Price Global Stock Fund | Mutual Funds | — | — | $721K | 5.7% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $431K | 3.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $419K | 3.3% | |
| T Rowe Price Retirement 2020 | Mutual Funds | — | — | $406K | 3.2% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $393K | 3.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $284K | 2.2% | |
| Participant Loans | Participant loans | — | — | $210K | 1.7% | |
| JPMorgan Large Cap Value Fund | Other securities | — | — | $197K | 1.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $173K | 1.4% | |
| Hartford Schroders Int'l Stock Fund | Other securities | — | — | $170K | 1.3% | |
| T Rowe Price Retirement 2055 | Mutual Funds | — | — | $142K | 1.1% | |
| PGIM Total Return Bond | Other securities | — | — | $140K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $121K | 1.0% | |
| Cohen & Steers Real Estate Securities | Other securities | — | — | $104K | 0.8% | |
| PIMCO CommoditiesPLUS Strategy | Mutual Funds | — | — | $82K | 0.7% | |
| Neuberger Berman Genesis | Other securities | — | — | $81K | 0.6% | |
| PRIN SHORT-TERM INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | — | $74K | 0.6% | |
| MFS Mid Cap Growth | Mutual Funds | — | — | $61K | 0.5% | |
| T Rowe Price Retirement 2035 | Mutual Funds | — | — | $46K | 0.4% | |
| T Rowe Price Retirement 2025 | Mutual Funds | — | — | $46K | 0.4% | |
| T Rowe Price Retirement 2045 | Mutual Funds | — | — | $45K | 0.4% | |
| T Rowe Price Retirement 2065 | Mutual Funds | — | — | $43K | 0.3% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $42K | 0.3% | |
| Principal Fixed Income Guaranteed | Other securities | — | — | $35K | 0.3% | |
| PIMCO Real Return Institutional | Mutual Funds | — | — | $30K | 0.2% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
