Gered Yetter signed Fullmer Construction's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fullmer Construction's EIN is 95-2885538.
Download the official 2024 Form 5500 (PDF) for Fullmer Construction from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fullmer 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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT ADVISORY | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.8M | 17.0% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $1.4M | 8.6% | |
| MFS Investment Management MFS International Diversification Fund | Mutual Funds | — | — | $1.4M | 8.4% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 7.8% | |
| PIMCO Funds PIMCO Income Fund | Mutual Funds | — | — | $1.1M | 6.8% | |
| JP Morgan Investment Mgmt Inc. JPMorgan Large Cap Growth Fund | Common Stocks | — | — | $1.1M | 6.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $961K | 5.9% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $917K | 5.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $794K | 4.9% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $728K | 4.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $628K | 3.9% | |
| America Funds Bond Fund of America | Other securities | — | — | $597K | 3.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $543K | 3.4% | |
| Dimensional Fund Advisors DFA US Targeted Value Portfolio | Mutual Funds | — | — | $476K | 2.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $311K | 1.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $238K | 1.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $221K | 1.4% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $174K | 1.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $159K | 1.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $144K | 0.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $119K | 0.7% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $81K | 0.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $65K | 0.4% | |
| Participant loans Interest rates ranging between | Participant loans | — | — | $30K | 0.2% | |
| (E) | Other securities | — | $23K | $30K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $23K | 0.1% | |
| (E) | Other securities | — | — | $18K | 0.1% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $18K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
