ANDY Auger signed Bradbury Stamm Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bradbury Stamm Construction, Inc.'s EIN is 85-0133987.
Download the official 2024 Form 5500 (PDF) for Bradbury Stamm Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bradbury Stamm 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| G.G. Trust T. Rowe Price Retirement 2035 Fund Common/collective trust | Common Collective Trusts | — | — | $3.1M | 13.4% | |
| GG TRP RET 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $3.1M | 13.4% | |
| G.G. Trust T. Rowe Price Retirement 2030 R1 Fund Common/collective trust | Common Collective Trusts | — | — | $1.9M | 8.3% | |
| GG TRP RET 2030 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $1.9M | 8.3% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.8M | 7.9% | |
| G.G. Trust T. Rowe Price Target 2060 Fund Common/collective trust | Common Collective Trusts | — | — | $1.8M | 7.7% | |
| WT TRP RET 2060 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $1.8M | 7.7% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.7M | 7.1% | |
| GG TRP RET 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.1% | |
| G.G. Trust T. Rowe Price Retirement 2055 R1 Fund Common/collective trust | Common Collective Trusts | — | — | $1.6M | 7.1% | |
| G.G. Trust T. Rowe Price Retirement 2040 R1 Fund Common/collective trust | Common Collective Trusts | — | — | $1.6M | 6.9% | |
| GG TRP RET 2040 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.9% | |
| G.G. Trust T. Rowe Price Retirement 2045 R1 Fund Common/collective trust | Common Collective Trusts | — | — | $1.1M | 4.7% | |
| GG TRP RET 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.7% | |
| G.G. Trust T. Rowe Price Retirement 2050 Fund Common/collective trust | Common Collective Trusts | — | — | $1.0M | 4.5% | |
| GG TRP RET 2050 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.5% | |
| Fidelity Government MMKT K6 Fund Interest-bearing cash | Mutual Funds | — | — | $865K | 3.7% | |
| G.G. Trust T. Rowe Price Retirement 2025 R1 Fund Common/collective trust | Common Collective Trusts | — | — | $796K | 3.4% | |
| GG TRP RET 2025 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $796K | 3.4% | |
| LARGE CAP VAL III R1 GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $777K | 3.4% | |
| Fidelity Balanced Z Mutual fund | Mutual Funds | — | — | $753K | 3.2% | |
| Notes receivable from participants Loans (5.25% - 10.50%) | Bonds / Notes | — | — | $649K | 2.8% | |
| Fidelity Energy Z Mutual fund | Mutual Funds | — | — | $574K | 2.5% | |
| G.G. Trust T. Rowe Price Target 2065 Fund Common/collective trust | Common Collective Trusts | — | — | $555K | 2.4% | |
| GG TRP RET 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $555K | 2.4% | |
| Fidelity Government Income Z Mutual fund | Mutual Funds | — | — | $468K | 2.0% | |
| Fidelity Mid Cap Value Index Mutual fund | Mutual Funds | — | — | $347K | 1.5% | |
| Fidelity Worldwide Z Mutual fund | Mutual Funds | — | — | $313K | 1.4% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $269K | 1.2% | |
| Carillon Eagle Mid Cap Growth R6 Fund Mutual fund | Other securities | — | — | $248K | 1.1% | |
| G.G. Trust T. Rowe Price Retirement 2015 Fund Common/collective trust | Common Collective Trusts | — | — | $240K | 1.0% | |
| GG TRP RET 2015 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $240K | 1.0% | |
| Principal MidCap S&P 400 R6 Mutual fund | Other securities | — | — | $158K | 0.7% | |
| C&S Real Estate Z Fund Mutual fund | Other securities | — | — | $144K | 0.6% | |
| Calvert U.S. Large-Cap Core Responsible Index Fund I Mutual fund | Common Collective Trusts | — | — | $132K | 0.6% | |
| LD ABBETT CORE BOND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $77K | 0.3% | |
| Fidelity Small Cap Value Z Mutual fund | Mutual Funds | — | — | $52K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $41K | 0.2% | |
| Fidelity Capital & Income Z Fund Mutual fund | Mutual Funds | — | — | $41K | 0.2% | |
| Fidelity Global ex U.S. Index Fund Mutual fund | Common Collective Trusts | — | — | $19K | <0.1% | |
| GG TRP RET 2020 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $337 | <0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | 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.
