Dominic Deherrera signed Mountain States Constructors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mountain States Constructors, Inc.'s EIN is 85-0276974.
Download the official 2024 Form 5500 (PDF) for Mountain States Constructors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mountain States Constructors, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CUSTODIAN | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATTISON PENSION SPECIALISTS, INC. | 85-0437924 | ALBUQUERQUE, NM | THIRD PARTY ADMINISTRATO | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vngrd Intmdtrminvmtgrd Inv 1689517.3813 shares | Other securities | — | $1.7M | $2.8M | 11.9% | |
| Mfs Mass Inv Gr Stk R4 309511.8204 shares | Mutual Funds | — | $310K | $1.7M | 7.3% | |
| Vanguard Dividend Growth Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $1.5M | 6.3% | |
| Nationwide S&P 500 Index R6 Mutual fund (Registered Investment Co.} | Common Collective Trusts | — | — | $1.3M | 5.4% | |
| Participant loans var. mat. dates & interest | Participant loans | — | — | $1.2M | 5.1% | |
| Money market mutual fund Federated Govt Obligations Fd Prmr (Registered Investment Co.} | Cash / Money Market | — | — | $1.2M | 5.0% | |
| Vngrd Trgt Rtrmt 2050 Inv 377300.3289 shares | Other securities | — | $377K | $1.2M | 5.0% | |
| Various maturity dates through 2033, * Participant loans Interest rate of 4.25% - 9.50% | Bonds / Notes | — | — | $1.2M | 5.0% | |
| Vanguard Target Retirement 2045 Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $1.2M | 4.9% | |
| Vanguard Target Retirement 2040 Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $1.1M | 4.8% | |
| Vanguard Mid Cap Growth Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $1.0M | 4.3% | |
| Vanguard Target Retirement 2035 Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $997K | 4.2% | |
| Invesco Growth and Income Y Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $920K | 3.9% | |
| Vanguard Intl Growth Adml Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $815K | 3.5% | |
| Invesco Main Street Mid Cap Y Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $770K | 3.3% | |
| Vanguard Target Retirement 2030 Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $699K | 3.0% | |
| Vanguard Target Retirement 2020 Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $690K | 2.9% | |
| Vanguard Target Retirement 2025 Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $676K | 2.9% | |
| Invesco Emerging Markets Allcap R6 Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $669K | 2.8% | |
| Vanguard Target Retirement 2060 Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $654K | 2.8% | |
| Vanguard Selected Value Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $624K | 2.7% | |
| Vanguard Target Retirement 2070 Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $301K | 1.3% | |
| Vanguard Short-Term Investment-Grade Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $298K | 1.3% | |
| American Beacon Balanced Inst Mutual fund (Registered Investment Co.} | Common Stocks | — | — | $242K | 1.0% | |
| Vanguard Target Retirement 2055 Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $157K | 0.7% | |
| Vanguard Target Retirement 2065 Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $126K | 0.5% | |
| Vanguard Small Cap Growth Index Adml Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $89K | 0.4% | |
| Jpm Small Cap Growth R6 Mutual fund (Registered Investment Co.} | Common Stocks | — | — | $60K | 0.3% | |
| Nationwide Ziegler NYSE Arca Tech 100 Index R6 Mutual fund (Registered Investment Co.} | Common Stocks | — | — | $28K | 0.1% | |
| Principal MidCap Growth Inst Mutual fund (Registered Investment Co.} | Common Stocks | — | — | $21K | <0.1% | |
| Vanguard Real Estate Index Adml Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $17K | <0.1% | |
| Putnam Convertible Securities Y Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Strategic Equity Inv Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Health Care Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $15K | <0.1% | |
| American Century Balanced R5 Mutual fund (Registered Investment Co.} | Common Stocks | — | — | $12K | <0.1% | |
| Vanguard Target Retirement Income Mutual fund (Registered Investment Co.} | Mutual Funds | — | — | $7K | <0.1% | |
| Vngrd Trgt Rtrmt Inc 4309.8348 shares | Common Stocks | — | $4K | $7K | <0.1% | |
| Vanguard Total Stock Market Index Fd Ad Mutual fund (Registered Investment Co.} | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vngrd Ttl Stmkt Indx Fd As 1412.1039 shares | Other securities | — | $1K | $5K | <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 |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS CORP, LLC | 41-1416330 | MINNEAPOLIS, MN | ADVISER | $52K | — |
