Terra TATE signed SPAN Construction & Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPAN Construction & Engineering, Inc.'s EIN is 94-2686159.
Download the official 2024 Form 5500 (PDF) for SPAN Construction & Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPAN Construction & Engineering, Inc.'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 |
|---|---|---|---|---|---|
| MUTUAL OF OMAHA | 47-0246511 | — | INVESTMENT COMPANY | $40K | — |
| MUTUAL OF OMAHA INVESTOR SERVICES | 47-0770844 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17.2M | 95.1% | |
| Vangrd 500 Index Fund Adm Pooled separate account - | Pooled Separate Accounts | — | — | $5.8M | 32.0% | |
| Hartford Schroders Intl Stock Fund Pooled separate account - | Pooled Separate Accounts | — | — | $2.1M | 11.5% | |
| Dodge & Cox Income Fund Pooled separate account - | Pooled Separate Accounts | — | — | $2.1M | 11.3% | |
| Pimco All Asset Fund Pooled separate account - 61 T.Rowe Price Growth Stock Fund Pooled separate account - | Pooled Separate Accounts | — | — | $1.1M | 6.3% | |
| DFA Us Small Cap Portfolio Ins Pooled separate account - | Pooled Separate Accounts | — | — | $868K | 4.8% | |
| Allspring Emerging Markets Equity Pooled separate account - | Pooled Separate Accounts | — | — | $786K | 4.3% | |
| Fidelity Mid Cap Inx Fund Pooled separate account - | Pooled Separate Accounts | — | — | $711K | 3.9% | |
| Ab Bond Inflation Strat Z Pooled separate account - | Pooled Separate Accounts | — | — | $542K | 3.0% | |
| through 2034. - | Other securities | — | — | $486K | 2.7% | |
| Voya Government Money Market Fund Pooled separate account - | Pooled Separate Accounts | — | — | $411K | 2.3% | |
| Vanguard Equity Income Fund Pooled separate account - | Pooled Separate Accounts | — | — | $402K | 2.2% | |
| Common collective trusts Mycompas Amer Fds 2010 Fund R Common collective trust - 30 Mycompas Amer Fds 2025 Fund R Common collective trust - 538 Mycompas Amer Fds 2030 Fund R Common collective trust - | Common Collective Trusts | — | — | $381K | 2.1% | |
| Clearbridge Small Cap Growth Pooled separate account - | Pooled Separate Accounts | — | — | $316K | 1.7% | |
| MFS Value Fund Pooled separate account - | Pooled Separate Accounts | — | — | $293K | 1.6% | |
| Mass Mutual High Yield Fund Pooled separate account - | Pooled Separate Accounts | — | — | $272K | 1.5% | |
| Jpmorgan Mid Cap Growth Fund Pooled separate account - | Pooled Separate Accounts | — | — | $266K | 1.5% | |
| Inv Global Fund Pooled separate account - | Pooled Separate Accounts | — | — | $240K | 1.3% | |
| Mycompas Amer Fds 2035 Fund R Common collective trust - | Common Collective Trusts | — | — | $173K | 1.0% | |
| Investments at Contract Value Fully benefit responsive investment contract * Voya Fixed Account Fully benefit responsive investment contract - | Other securities | — | — | $159K | 0.9% | |
| Blackrock Total Return Fund Pooled separate account - | Pooled Separate Accounts | — | — | $156K | 0.9% | |
| DFA Us Targeted Vi Port Ins Pooled separate account - | Pooled Separate Accounts | — | — | $133K | 0.7% | |
| Franklin Growth Fund Pooled separate account - | Pooled Separate Accounts | — | — | $128K | 0.7% | |
| Cohen & Steers Institutional Realty Sh Pooled separate account - | Pooled Separate Accounts | — | — | $56K | 0.3% | |
| Mycompas Amer Fds 2050 Fund R Common collective trust - 765 Mycompas Amer Fds 2055 Fund R Common collective trust - | Common Collective Trusts | — | — | $10K | <0.1% | |
| MFS Intl Diversification Fund Pooled separate account - | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Mycompas Amer Fds 2040 Fund R Common collective trust - 98 Mycompas Amer Fds 2045 Fund R Common collective trust - | Common Collective Trusts | — | — | $2K | <0.1% | |
| party maturity value ** Current Value Common collective trusts, continued Mycompas Amer Fds 2065 Fund R Common collective trust - | Common Collective Trusts | — | — | $2K | <0.1% | |
| Blackrock High Yield K Mutual fund - | Mutual Funds | — | — | $1K | <0.1% | |
| Mycompas Amer Fds 2060 Fund R Common collective trust - | Common Collective Trusts | — | — | $1K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCOUNT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
