Harper Daniell signed B.T. Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
B.T. Construction, Inc.'s EIN is 84-0828528.
Download the official 2024 Form 5500 (PDF) for B.T. Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)B.T. Construction, Inc.'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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE AMERIFLEX GROUP | 84-2224681 | — | INVESTMENT ADVISORY | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.4M | 16.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $2.4M | 16.4% | |
| Vanguard Group | Mutual Funds | — | $0 | $1.7M | 11.7% | |
| Vanguard Group | Mutual Funds | — | $0 | $1.4M | 9.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 8.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.2M | 8.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.1M | 7.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $993K | 6.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $993K | 6.9% | |
| Dimensional Fund Advisors | Mutual Funds | — | $0 | $667K | 4.6% | |
| Janus International Holding, LLC | Mutual Funds | — | $0 | $530K | 3.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $522K | 3.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $522K | 3.6% | |
| Vanguard Group | Mutual Funds | — | $0 | $432K | 3.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $432K | 3.0% | |
| Vanguard Group | Mutual Funds | — | $0 | $402K | 2.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $387K | 2.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $387K | 2.7% | |
| Dimensional Fund Advisors | Mutual Funds | — | $0 | $374K | 2.6% | |
| Vanguard Group | Mutual Funds | — | $0 | $331K | 2.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $331K | 2.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $300K | 2.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $300K | 2.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $245K | 1.7% | |
| Vanguard Group | Mutual Funds | — | $0 | $245K | 1.7% | |
| Participant Loans | Participant loans | — | $0 | $227K | 1.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $205K | 1.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $205K | 1.4% | |
| Vanguard Group | Mutual Funds | — | $0 | $180K | 1.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $176K | 1.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $176K | 1.2% | |
| Vanguard Group | Mutual Funds | — | $0 | $132K | 0.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $126K | 0.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $126K | 0.9% | |
| Eagle Financial Services, Inc. | Common Stocks | — | $0 | $114K | 0.8% | |
| Vanguard Group | Mutual Funds | — | $0 | $112K | 0.8% | |
| Vanguard Group | Mutual Funds | — | $0 | $91K | 0.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $85K | 0.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $33K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $33K | 0.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $19K | 0.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $16K | 0.1% | |
| SEI TRUST COMPANY | Common Stocks | — | $0 | $9K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $9K | <0.1% | |
| PIMCO Funds | Mutual Funds | — | $0 | $9K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $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 |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
