Sheretta BYRD signed Lee HY Construction LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lee HY Construction LLC's EIN is 92-2335323.
Download the official 2024 Form 5500 (PDF) for Lee HY Construction LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lee HY Construction LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $0 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Allspring Special Mid Cap Value | Other securities | — | — | $2.5M | 24.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 11.3% | |
| Baron Asset Fund Institutional Class | Other securities | — | — | $1.1M | 10.8% | |
| Galliard Stable Return Core Fund | Other securities | — | — | $783K | 7.7% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $783K | 7.7% | |
| Fidelity Advisor Freedom Income Fund Class A | Mutual Funds | — | — | $585K | 5.7% | |
| Fidelity Advisor Freedom 2020 Class A | Mutual Funds | — | — | $582K | 5.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $471K | 4.6% | |
| Fidelity Advisor Freedom 2035 Class A | Mutual Funds | — | — | $405K | 4.0% | |
| Fidelity Advisor Freedom 2050 Class A | Mutual Funds | — | — | $339K | 3.3% | |
| MFS Value Fund Class R3 | Mutual Funds | — | — | $321K | 3.1% | |
| Fidelity Advisor Freedom 2045 Class A | Mutual Funds | — | — | $225K | 2.2% | |
| Janus Henderson Triton Fund Class S | Mutual Funds | — | — | $217K | 2.1% | |
| Fidelity Advisor Freedom 2040 Class A | Mutual Funds | — | — | $199K | 1.9% | |
| AB Large Cap Growth Fund Class A | Other securities | — | — | $188K | 1.8% | |
| MFS International New Discovery Fund Class R3 | Mutual Funds | — | — | $185K | 1.8% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $167K | 1.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $122K | 1.2% | |
| Fidelity Advisor Small Cap Value Fund Class A | Mutual Funds | — | — | $115K | 1.1% | |
| Fidelity Advisor Freedom 2025 Class A | Mutual Funds | — | — | $110K | 1.1% | |
| Participant loans | Participant loans | — | — | $109K | 1.1% | |
| Fidelity Advisor Freedom 2015 Class A | Mutual Funds | — | — | $102K | 1.0% | |
| Fidelity Advisor Freedom 2055 Class A | Mutual Funds | — | — | $60K | 0.6% | |
| Fidelity Advisor Freedom 2030 Class A | Mutual Funds | — | — | $45K | 0.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $35K | 0.3% | |
| Columbia Large Cap Enhanced Core Fund Class A | Other securities | — | — | $35K | 0.3% | |
| Fidelity International Index | Mutual Funds | — | — | $23K | 0.2% | |
| Fidelity Advisor Freedom 2060 Class A | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
