GREG KATZ signed Ledcor Contractors Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ledcor Contractors Group, Inc.'s EIN is 98-0081193.
Download the official 2024 Form 5500 (PDF) for Ledcor Contractors Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ledcor Contractors Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $96K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLKRK LP IDX 2030 K Mutual Fund | Common Collective Trusts | — | — | $5.7M | 9.0% | |
| BLKRK LP IDX 2040 K Mutual Fund | Common Collective Trusts | — | — | $5.4M | 8.4% | |
| BLKRK LP IDX RTMT K Mutual Fund | Common Collective Trusts | — | — | $5.2M | 8.2% | |
| AB LG CAP GRTH ADV Mutual Fund | Other securities | — | — | $5.1M | 8.0% | |
| BLKRK LP IDX 2025 K Mutual Fund ** $0 BLKRK LP IDX 2035 K Mutual Fund | Common Collective Trusts | — | — | $4.6M | 7.3% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $4.6M | 7.1% | |
| BLKRK LP IDX 2045 K Mutual Fund | Common Collective Trusts | — | — | $4.0M | 6.3% | |
| BLKRK LP IDX 2050 K Mutual Fund | Common Collective Trusts | — | — | $3.6M | 5.7% | |
| AF AMER MUTUAL R5E Mutual Fund | Other securities | — | — | $2.8M | 4.5% | |
| VICTORY S ESTB VAL I Mutual Fund | Other securities | — | — | $2.8M | 4.4% | |
| BLKRK LP IDX 2055 K Mutual Fund | Common Collective Trusts | — | — | $2.5M | 3.9% | |
| LD ABT DEV GRTH R5 Mutual Fund ** $0 BLKRK LP IDX 2060 K Mutual Fund | Common Collective Trusts | — | — | $1.8M | 2.8% | |
| FID GOVT MMKT K6 Interest Bearing Cash | Mutual Funds | — | — | $1.7M | 2.7% | |
| LZD GLB LST INFRS IS Mutual Fund | Other securities | — | — | $1.7M | 2.7% | |
| FA STRAT INCOME I Mutual Fund | Other securities | — | — | $1.6M | 2.5% | |
| AF BALANCED FUND R5E Mutual Fund | Other securities | — | — | $1.5M | 2.4% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.4M | 2.2% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $1.2M | 1.9% | |
| MFS NEW DISC VAL R4 Mutual Fund | Mutual Funds | — | — | $1.0M | 1.6% | |
| CB INTL GRTH I Mutual Fund | Other securities | — | — | $1.0M | 1.6% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $931K | 1.5% | |
| C&S REAL ESTATE I Mutual Fund | Other securities | — | — | $623K | 1.0% | |
| AF GRTH & INC R5E Mutual Fund | Common Stocks | — | — | $510K | 0.8% | |
| FID INTM TR BD IDX Mutual Fund | Common Collective Trusts | — | — | $371K | 0.6% | |
| BLKRK LP IDX 2065 K Mutual Fund | Common Collective Trusts | — | — | $338K | 0.5% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $336K | 0.5% | |
| INVS DEVELOP MKT Y Mutual Fund ** $0 BLKRK GLOBAL ALLOC I Mutual Fund | Other securities | — | — | $309K | 0.5% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $296K | 0.5% | |
| FA SMALL CAP GR I Mutual Fund | Other securities | — | — | $287K | 0.4% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $284K | 0.4% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $105K | 0.2% | |
| AF CSV GR&INC PTF R6 Mutual Fund | Common Stocks | — | — | $46K | <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 |
|---|---|---|---|---|---|
| BARTLETT, PRINGLE, & WOLF, LLP | 95-2089835 | — | ACCOUNTANT/AUDITOR | $11K | — |
