Jacqueline SUK signed Bayley Construction's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bayley Construction's EIN is 91-1764930.
Download the official 2024 Form 5500 (PDF) for Bayley Construction from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bayley 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 | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Small Cap Stock Fund | Mutual Funds | — | — | $2.6M | 9.3% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $2.4M | 8.6% | |
| Vanguard Balanced Index Admiral Fund | Mutual Funds | — | — | $2.3M | 8.4% | |
| T Rowe Price Mid Cap Growth Fund | Mutual Funds | — | — | $2.3M | 8.3% | |
| Growth Fund Growth Fund of America | Other securities | — | — | $2.1M | 7.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.0M | 7.1% | |
| Principal/BlackRock S&P 500 Index CIT N | Common Collective Trusts | — | — | $1.8M | 6.5% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $1.7M | 6.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.6M | 5.7% | |
| Vanguard Small Cap Value Index Adm Fund | Mutual Funds | — | — | $1.5M | 5.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.3M | 4.5% | |
| Vanguard Federal Money Market Investor Fund | Mutual Funds | — | — | $917K | 3.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $615K | 2.2% | |
| Baron Small Cap Retail Fund | Other securities | — | — | $549K | 2.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $543K | 1.9% | |
| T Rowe Price Blue Chip Growth Fund | Mutual Funds | — | — | $535K | 1.9% | |
| Principal High Yield Instl Fund | Other securities | — | — | $513K | 1.8% | |
| Vanguard Energy Index Fund | Common Collective Trusts | — | — | $472K | 1.7% | |
| PIMCO Total Return Instl Fund | Mutual Funds | — | — | $469K | 1.7% | |
| PRIN/BR BOND INDEX CIT N SEI TRUST COMPANY · EIN 94-3226244 / PN 001 | Common Collective Trust | — | — | $386K | 1.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $385K | 1.4% | |
| JP Morgan US Equity R6 Fund | Other securities | — | — | $366K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $300K | 1.1% | |
| Vanguard Material Index Adm Fund | Mutual Funds | — | — | $293K | 1.1% | |
| Janus Henderson Growth & Income Fund | Mutual Funds | — | — | $276K | 1.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $265K | 0.9% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $264K | 0.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $257K | 0.9% | |
| Principal/BlackRock S&P Mid Index CIT TR | Common Collective Trusts | — | — | $194K | 0.7% | |
| Principal/BlackRock S&P 500 Index CIT TR | Common Collective Trusts | — | — | $166K | 0.6% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $110K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $102K | 0.4% | |
| Principal/BlackRock S&P Mid Index CIT N | Common Collective Trusts | — | — | $70K | 0.3% | |
| (E) | Other securities | — | — | $67K | 0.2% | |
| Loans to Participants * Plan Participants Notes receivable from participants (interest rates of 4.25% to 9.50% with various maturities) | Bonds / Notes | — | — | $67K | 0.2% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $58K | 0.2% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $57K | 0.2% | |
| Vanguard Total Intl Stock Index Adm Fund | Mutual Funds | — | — | $50K | 0.2% | |
| Acadian Emerging Markets Equity Fund | Mutual Funds | — | — | $49K | 0.2% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $47K | 0.2% | |
| Northern Global Real Estate Index | Other securities | — | — | $28K | 0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| PIMCO Real Return/Institutional - TR | Mutual Funds | — | — | $20K | <0.1% | |
| American Funds EuroPacific Gr R6 TR | Mutual Funds | — | — | $20K | <0.1% | |
| (E) | Other securities | — | $50K | $17K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $17K | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| PIMCO High Yield Fund I- TR | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Target Retirement Income Inv Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
