Tim Ackerman signed SEMA Construction, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SEMA Construction, Inc.'s EIN is 84-1163868.
Download the official 2023 Form 5500 (PDF) for SEMA Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SEMA 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 | $97K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV PARTICIPANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2025 K6 | Mutual Funds | — | — | $4.7M | 13.0% | |
| Fidelity Freedom Blend 2040 K6 | Mutual Funds | — | — | $3.8M | 10.5% | |
| Fidelity Freedom Blend 2030 K6 | Mutual Funds | — | — | $3.3M | 9.1% | |
| Fidelity Freedom Blend 2035 K6 | Mutual Funds | — | — | $2.9M | 8.1% | |
| Fidelity Freedom Blend 2045 K6 | Mutual Funds | — | — | $2.6M | 7.2% | |
| Fidelity Freedom Blend 2050 K6 | Mutual Funds | — | — | $2.4M | 6.6% | |
| Fidelity Freedom Blend 2055 K6 | Mutual Funds | — | — | $2.2M | 6.3% | |
| American Funds American Funds Bd Fund of Amer R6 | Mutual Funds | — | — | $2.1M | 5.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.7M | 4.6% | |
| Fidelity Freedom Blend 2020 K6 | Mutual Funds | — | — | $1.6M | 4.4% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $1.1M | 3.1% | |
| Fidelity Freedom Blend 2060 K6 | Mutual Funds | — | — | $1.0M | 2.8% | |
| Fidelity Intl Index | Mutual Funds | — | — | $674K | 1.9% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $528K | 1.5% | |
| Fidelity Adv Total Bd Z | Mutual Funds | — | — | $498K | 1.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $481K | 1.3% | |
| John Hancock JHancock3 Disciplined Val Md cp R6 | Other securities | — | — | $340K | 1.0% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $335K | 0.9% | |
| Fidelity Adv Gr Opps Z | Mutual Funds | — | — | $319K | 0.9% | |
| Principal Real Estate Securities R6 | Other securities | — | — | $266K | 0.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $265K | 0.7% | |
| T. Rowe Price T. Rowe Price Small Cap Val I | Other securities | — | — | $219K | 0.6% | |
| Transamerica Stable Val Ascend Option | Other securities | — | — | $217K | 0.6% | |
| Fidelity Freedom Blend 2065 K6 | Mutual Funds | — | — | $189K | 0.5% | |
| Eaton Vance Eaton Vance Floating Rate R6 | Bonds / Notes | — | — | $71K | 0.2% | |
| AB Small Cap Gr Z | Other securities | — | — | $59K | 0.2% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $48K | 0.1% | |
| Baron Asset R6 | Other securities | — | — | $48K | 0.1% | |
| Transamerica Capital, Inc. Transamerica Intl Eq R6 | Common Stocks | — | — | $41K | 0.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $30K | <0.1% | |
| Reliance Trust Company Cash Reserve Account | Cash / Money Market | — | — | $29K | <0.1% | |
| Fidelity Freedom Blend Income K6 | Mutual Funds | — | — | $19K | <0.1% | |
| MFS Val R6 | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Freedom Blend 2015 K6 | Mutual Funds | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% |
