Cindy Perih signed KAST Construction Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KAST Construction Company, LLC's EIN is 98-0456507.
Download the official 2024 Form 5500 (PDF) for KAST Construction Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KAST Construction Company, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund Premier Class | Mutual Funds | — | — | $6.8M | 21.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.3M | 10.5% | |
| Fidelity Freedom Index 2045 Fund Premier Class | Mutual Funds | — | — | $3.2M | 10.2% | |
| Fidelity Freedom Index 2025 Fund Premier Class | Mutual Funds | — | — | $2.2M | 7.1% | |
| Fidelity Freedom Index 2055 Fund Premier Class | Mutual Funds | — | — | $2.1M | 6.9% | |
| Fidelity Freedom Index 2050 Fund Premier Class | Mutual Funds | — | — | $2.1M | 6.7% | |
| Fidelity Freedom Index 2040 Fund Premier Class | Mutual Funds | — | — | $1.7M | 5.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 3.8% | |
| Massachusetts Financial MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $1.2M | 3.8% | |
| Services * Fidelity Freedom Index 2030 Fund Premier Class | Mutual Funds | — | — | $1.2M | 3.7% | |
| Fidelity Government Cash Reserves Fund | Mutual Funds | — | — | $919K | 2.9% | |
| Lord Abbett Lord Abbett Growth Leaders Fund Class R6 | Mutual Funds | — | — | $900K | 2.9% | |
| Notes Receivable from Interest rates ranging from 4.25% to 9.50%, $ -- | Bonds / Notes | — | — | $754K | 2.4% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value Fund I Class | Other securities | — | — | $622K | 2.0% | |
| Diamond Hill Diamond Hill Large Cap Fund Class Y | Other securities | — | — | $502K | 1.6% | |
| Fidelity Freedom Index 2060 Fund Premier Class | Mutual Funds | — | — | $462K | 1.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $382K | 1.2% | |
| Fidelity Freedom Index 2020 Fund Premier Class | Mutual Funds | — | — | $376K | 1.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $364K | 1.2% | |
| Capital Group American Funds The Bond Fund of America Class | Mutual Funds | — | — | $209K | 0.7% | |
| R-6 BlackRock High Yield Portfolio Fund Class K | Other securities | — | — | $135K | 0.4% | |
| Columbia Threadneedle Columbia Emerging Markets Fund Class I2 | Other securities | — | — | $104K | 0.3% | |
| Capital Group America Funds American Balanced Fund Class R5 | Common Stocks | — | — | $100K | 0.3% | |
| T. Rowe Price T. Rowe Price Spectrum Conservative Allocation | Other securities | — | — | $62K | 0.2% | |
| Fund I Class * Fidelity Freedom Index 2015 Fund Premier Class | Mutual Funds | — | — | $51K | 0.2% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $27K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
