Suntec Concrete, Inc.'s EIN is 86-0864047.
Download the official 2024 Form 5500 (PDF) for Suntec Concrete, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Suntec Concrete, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, automatic enrollment.
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 | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | CONSULTANT | $65K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 10 American Funds Service Company American Funds Target Date Retirement 2050 R6 Fund | Mutual Funds | — | — | $20.1M | 12.9% | |
| 9 American Funds Service Company American Funds Target Date Retirement 2045 R6 Fund | Mutual Funds | — | — | $19.4M | 12.4% | |
| 8 American Funds Service Company American Funds Target Date Retirement 2040 R6 Fund | Mutual Funds | — | — | $17.6M | 11.3% | |
| 11 American Funds Service Company American Funds Target Date Retirement 2055 R6 Fund | Mutual Funds | — | — | $16.6M | 10.6% | |
| 7 American Funds Service Company American Funds Target Date Retirement 2035 R6 Fund | Mutual Funds | — | — | $14.0M | 9.0% | |
| 12 American Funds Service Company American Funds Target Date Retirement 2060 R6 Fund | Mutual Funds | — | — | $10.2M | 6.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Pooled Separate Account | — | — | $8.3M | 5.3% | |
| 6 American Funds Service Company American Funds Target Date Retirement 2030 R6 Fund | Mutual Funds | — | — | $7.7M | 4.9% | |
| 20 Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.1M | 3.9% | |
| 38 Schwab Funds Self-Directed Brokerage Acct | Self-Directed Brokerage | — | — | $5.1M | 3.2% | |
| 21 Fidelity Investments Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $3.3M | 2.1% | |
| 5 American Funds Service Company American Funds Target Date Retirement 2025 R6 Fund | Mutual Funds | — | — | $3.0M | 1.9% | |
| 31 Schwab Funds Schwab Fund US Lrg Cmp Index Fd | Mutual Funds | — | — | $2.4M | 1.6% | |
| 36 Vanguard Group Vanugard Fed Money Mrkt Inv Fd | Mutual Funds | — | — | $2.2M | 1.4% | |
| 28 Nationwide Amundi Strat Inc | Common Stocks | — | — | $1.8M | 1.1% | |
| 13 American Funds Service Company American Funds Target Date Retirement 2065 R6 Fund | Mutual Funds | — | — | $1.0M | 0.6% | |
| 34 Vanguard Group Vanguard Emg Mk Stk Inx Adm Fd | Mutual Funds | — | — | $937K | 0.6% | |
| 30 Schwab Funds Schwab Fmdl US Sml Co Index Fd | Mutual Funds | — | — | $901K | 0.6% | |
| 15 Buffalo Funds Buffalo High Yield Instl Fund | Other securities | — | — | $898K | 0.6% | |
| 32 State Street Global Advisors SSGA Hed Intl Dev Eq Inx K Fd | Other securities | — | — | $769K | 0.5% | |
| 26 Hennessy Crnrst Mdcp 30 Ins Fd | Other securities | — | — | $763K | 0.5% | |
| 18 Dodge and Cox Dodge & Cox Global Bond I Fund | Mutual Funds | — | — | $633K | 0.4% | |
| 35 Vanguard Group Vanguard Info Tech Idx Adm Fd | Common Collective Trusts | — | — | $508K | 0.3% | |
| 2 American Funds Service Company American Funds Target Date Retirement 2010 R6 Fund | Mutual Funds | — | — | $329K | 0.2% | |
| 23 Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $138K | <0.1% | |
| 4 American Funds Service Company American Funds Target Date Retirement 2020 R6 Fund | Mutual Funds | — | — | $121K | <0.1% | |
| 22 Fidelity Investments Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $78K | <0.1% | |
| 27 Invesco Funds Group Invesco Small Cap Value R6 Fd | Mutual Funds | — | — | $75K | <0.1% | |
| 14 Dreyfus Funds BNYM Dynamic Value Y Fund | Mutual Funds | — | — | $62K | <0.1% | |
| 16 Dimensional DFA US Sm Cap Growth Instl | Mutual Funds | — | — | $50K | <0.1% | |
| 24 Fidelity Investments Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $34K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $27K | <0.1% | |
| 3 American Funds Service Company American Funds Target Date Retirement 2015 R6 Fund | Mutual Funds | — | — | $24K | <0.1% | |
| 1 The American Funds American Funds New World | Mutual Funds | — | — | $18K | <0.1% | |
| 17 Dimensional DFA US Targeted Value I Fund | Mutual Funds | — | — | $12K | <0.1% | |
| 19 Dodge and Cox Dodge & Cox Global Stock X Fd | Mutual Funds | — | — | $8K | <0.1% | |
| 33 Value Line Value Line MC Focused Inst Fd | Other securities | — | — | $3K | <0.1% | |
| 29 Natixis Funds Natixis Vn Small Cap Val Y Fd | Other securities | — | — | $2K | <0.1% | |
| 25 Heartland Funds Heartland Mid Cap Val Instl | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| MATTHEWS, GOLD, KENNEDY & SNOW INC | 86-1001235 | — | OTHER SERVICES | $0 | — |
