CASS Construction, Inc.'s EIN is 95-2904966.
Download the official 2024 Form 5500 (PDF) for CASS Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CASS Construction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLWORTH FINANCIAL | 68-0372662 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.2M | 16.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.6M | 13.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.5M | 13.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.9M | 9.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 9.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 8.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.1M | 5.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $587K | 3.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $568K | 3.0% | |
| Participant Loans Interest: 4.25% - 9.50% - | Bonds / Notes | — | — | $546K | 2.8% | |
| Vanguard Total Intl Stock Idx Fund - | Common Collective Trusts | — | — | $407K | 2.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $339K | 1.8% | |
| Vanguard Total Bond Market Index Fund - | Common Collective Trusts | — | — | $319K | 1.7% | |
| Vanguard Small Cap Value Index Fund - | Common Collective Trusts | — | — | $190K | 1.0% | |
| Vanguard Inflation-Protected Securities Fund - | Mutual Funds | — | — | $139K | 0.7% | |
| Vanguard Mid Cap Index Fund - | Common Collective Trusts | — | — | $137K | 0.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $133K | 0.7% | |
| Vanguard Total Stock Market Index Fund - | Common Collective Trusts | — | — | $131K | 0.7% | |
| Vanguard Small Cap Index Fund - | Common Collective Trusts | — | — | $121K | 0.6% | |
| Vanguard FTSE All-World ex-US Index Fund - | Common Collective Trusts | — | — | $78K | 0.4% | |
| Vanguard Real Estate Index Fund - | Common Collective Trusts | — | — | $65K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $58K | 0.3% | |
| Principal Global Investors Trust Company Principal LifeTime Hybrid Income Fund - | Common Stocks | — | — | $43K | 0.2% | |
| PRIN LIFETIME HYBR CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $43K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund - | Common Collective Trusts | — | — | $39K | 0.2% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $26K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY | 82-1371994 | — | CONTRACT ADMINISTRATOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDRICH CPAS AND ADVISOR | 93-0623286 | — | ACCOUNTANT | $11K | — |
