Jamalee Messervy signed E-Z Excavating, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
E-Z Excavating, Inc.'s EIN is 84-1177135.
Download the official 2024 Form 5500 (PDF) for E-Z Excavating, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)E-Z Excavating, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | WESTLAKE, TX | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Neos Enhanced Income Exchange Traded Fund | Other securities | — | $334K | $321K | 8.9% | |
| Navigator Tactical Fixed Income I Mutual Fund | Other securities | — | $320K | $301K | 8.4% | |
| Northern Lights Fund TR Sierra Tactical Bond Install Mutual Fund | Other securities | — | $300K | $288K | 8.0% | |
| Advisors Preferred Kensington MGD Income I Mutual Fund | Other securities | — | $303K | $286K | 7.9% | |
| FDIC Insured Deposit Account FDIC Insured Deposit Account | Other securities | — | $126K | $126K | 3.5% | |
| Participant Loans (Interest rates ranging from 4.25% to 9.5%) - | Bonds / Notes | — | — | $121K | 3.4% | |
| ARM Holdings PLC Common Stock | Common Stocks | — | $110K | $97K | 2.7% | |
| First Citizens Bancshares Inc Com CL A Common Stock | Common Stocks | — | $66K | $89K | 2.5% | |
| Pfizer Inc Com Common Stock | Common Stocks | — | $94K | $77K | 2.1% | |
| Oracle Corp Common Stock | Common Stocks | — | $62K | $76K | 2.1% | |
| Salesforce.com Inc. Common Stock | Common Stocks | — | $63K | $76K | 2.1% | |
| Apple Inc. Common Stock | Common Stocks | — | $64K | $75K | 2.1% | |
| Amazon Com Inc Common Stock | Common Stocks | — | $54K | $74K | 2.1% | |
| Johnson & Johnson Common Stock | Common Stocks | — | $80K | $73K | 2.0% | |
| General Mtrs Co Com Common Stock | Common Stocks | — | $62K | $70K | 2.0% | |
| Plute Group Inc Com Common Stock | Common Stocks | — | $71K | $70K | 1.9% | |
| Microsoft Corp Common Stock | Common Stocks | — | $55K | $70K | 1.9% | |
| Textron Inc Com Common Stock | Common Stocks | — | $75K | $68K | 1.9% | |
| First Solar Inc Com Common Stock | Common Stocks | — | $84K | $65K | 1.8% | |
| Portland Gen Elec Co Common Stock | Common Stocks | — | $69K | $65K | 1.8% | |
| Alphabet Inc. Common Stock | Common Stocks | — | $51K | $64K | 1.8% | |
| Meta Platforms Inc CL A Common Stock | Common Stocks | — | $42K | $61K | 1.7% | |
| CME Group Inc Com Common Stock | Common Stocks | — | $55K | $61K | 1.7% | |
| T-Mobile Inc Com Common Stock | Common Stocks | — | $48K | $59K | 1.7% | |
| Northern TR Corp Common Stock | Common Stocks | — | $46K | $54K | 1.5% | |
| Kraft Heinz Co Common Stock | Common Stocks | — | $60K | $54K | 1.5% | |
| Newmont Corp Common Stock | Common Stocks | — | $73K | $53K | 1.5% | |
| Kroger Co Common Stock | Common Stocks | — | $51K | $51K | 1.4% | |
| Chevron Corp New Com Common Stock | Common Stocks | — | $49K | $48K | 1.3% | |
| Qualcomm Inc Common Stock | Common Stocks | — | $53K | $46K | 1.3% | |
| Gaming & Leisure PPTYS Inc Com Common Stock | Common Stocks | — | $43K | $45K | 1.2% | |
| Davita Inc Common Stock | Common Stocks | — | $29K | $31K | 0.8% | |
| Tenet Healthcare Corp Com Common Stock | Common Stocks | — | $35K | $29K | 0.8% | |
| Netscout Sys Inc Com Common Stock | Common Stocks | — | $28K | $28K | 0.8% | |
| Healthequity Inc Common Stock | Common Stocks | — | $28K | $27K | 0.8% | |
| Jabil Inc Common Stock | Common Stocks | — | $25K | $27K | 0.8% | |
| Perdoceo ED Corp Com Common Stock | Common Stocks | — | $18K | $26K | 0.7% | |
| Clean Harbors Inc Com Common Stock | Common Stocks | — | $14K | $25K | 0.7% | |
| Yeti Hldgs Inc Common Stock | Common Stocks | — | $23K | $24K | 0.7% | |
| Netapp Inc Com Common Stock | Common Stocks | — | $18K | $24K | 0.7% | |
| Qualys Inc Com Common Stock | Common Stocks | — | $22K | $23K | 0.6% | |
| Autoliv Inc Common Stock | Common Stocks | — | $24K | $23K | 0.6% | |
| Reinsurance Grp of America Inc Com New Common Stock | Common Stocks | — | $15K | $22K | 0.6% | |
| Fabrinet Shs Common Stock | Common Stocks | — | $23K | $22K | 0.6% | |
| Yelp Inc Com CL A Common Stock | Common Stocks | — | $19K | $20K | 0.5% | |
| Pricesmart Inc Common Stock | Common Stocks | — | $18K | $19K | 0.5% | |
| Civitas Resources Inc Com Common Stock | Common Stocks | — | $25K | $18K | 0.5% | |
| Nexstar Media Group Inc Common Stock Common Stock | Common Stocks | — | $19K | $18K | 0.5% | |
| Franklin Res Inc Common Stock | Mutual Funds | — | $17K | $18K | 0.5% | |
| Cal Marine Foods In Com New Common Stock | Common Stocks | — | $7K | $17K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
