Colin Petersen signed Modern Building, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Modern Building, Inc.'s EIN is 94-2209753.
Download the official 2024 Form 5500 (PDF) for Modern Building, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Modern Building, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWEENEY & MICHEL LLC | 81-0965565 | — | ADVISOR | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $2.7M | 31.4% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $1.5M | 17.0% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $813K | 9.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $749K | 8.7% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $733K | 8.6% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $660K | 7.7% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $418K | 4.9% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $390K | 4.5% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $350K | 4.1% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $215K | 2.5% | |
| American Funds American Funds New Perspective Fund Class R-6 ** 614 * Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $43K | 0.5% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares | Common Collective Trusts | — | — | $15K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2070 Fund ** 104 * Fidelity Investments Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard High Dividend Yield Index Fund Admiral Shares | Common Collective Trusts | — | — | $8K | <0.1% | |
| American Funds American Funds Fundamental Investors Class R-6 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund ** 766 iShares Russell Small/Mid-Cap Index Fund Class K | Common Collective Trusts | — | — | $6K | <0.1% | |
| PIMCO Income Institutional Fund ** 7 Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
