Jennifer Barney signed R & O Construction's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
R & O Construction's EIN is 87-0357889.
Download the official 2024 Form 5500 (PDF) for R & O Construction from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R & O Construction'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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS INC | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $16.5M | 62.4% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2030 CL J | Common Collective Trusts | — | — | $3.7M | 14.0% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2015 CL J | Common Collective Trusts | — | — | $3.6M | 13.6% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2025 CL J | Common Collective Trusts | — | — | $2.5M | 9.5% | |
| T. Rowe Price Funds T. Row Prc All - Cp Opps I Fund | Other securities | — | — | $2.2M | 8.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 8.1% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2040 CL J | Common Collective Trusts | — | — | $1.8M | 7.0% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2035 CL J | Common Collective Trusts | — | — | $1.6M | 6.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.9% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2020 CL J | Common Collective Trusts | — | — | $759K | 2.9% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2010 CL J | Common Collective Trusts | — | — | $692K | 2.6% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2045 CL J | Common Collective Trusts | — | — | $600K | 2.3% | |
| The American Funds American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $557K | 2.1% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $520K | 2.0% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2050 CL J | Common Collective Trusts | — | — | $501K | 1.9% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2055 CL J | Common Collective Trusts | — | — | $488K | 1.9% | |
| PUTNAM LARGE CAP VALUE I TRUST PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $475K | 1.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $441K | 1.7% | |
| Baron Growth Instl Fund | Other securities | — | — | $410K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $374K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $287K | 1.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $281K | 1.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $276K | 1.0% | |
| JP Morgan Funds Undis Mgrs Behav Value R6 Fd | Other securities | — | — | $262K | 1.0% | |
| Participant notes receivable Interest Rate 5.00% - 5.00% | Bonds / Notes | — | — | $201K | 0.8% | |
| The American Funds Am Funds New Economy R6 Fund | Mutual Funds | — | — | $157K | 0.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $143K | 0.5% | |
| Seafarer Funds Seafarer Overs Growth & Inc I FD | Common Stocks | — | — | $100K | 0.4% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2060 CL J | Common Collective Trusts | — | — | $98K | 0.4% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $80K | 0.3% | |
| Janus International Holding JanusHenderson Triton N | Mutual Funds | — | — | $53K | 0.2% | |
| SEI Trust Company NUVEEN TIAA LC IDX 2065 CL J | Common Collective Trusts | — | — | $39K | 0.1% | |
| Collective trust funds SEI Trust Company NUVEEN TIAA LC IDX RET Inc J | Common Collective Trusts | — | — | $25K | <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% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <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 HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
