Laurie Roy signed S&B USA Construction's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S&B USA Construction's EIN is 90-0882359.
Download the official 2024 Form 5500 (PDF) for S&B USA Construction from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S&B USA 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 |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | SERVICE PROVIDER | $23K | — |
| GROSSMAN, YANAK AND FORD, LLP | 25-1638525 | — | SERVICE PROVIDER | $10K | — |
| THE ASCENT GROUP, LLC | 86-3001816 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $47.8M | 94.7% | |
| PUTNAM STABLE VALUE FUND PFTC, LLC · EIN 04-3159710 / PN 000 | Common Collective Trust | — | — | $703K | 1.4% |
