Jose F. Calheta signed Capeway Roofing Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capeway Roofing Systems, Inc.'s EIN is 04-2899319.
Download the official 2024 Form 5500 (PDF) for Capeway Roofing Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capeway Roofing Systems, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CONTACT ADMINISTRATOR | $15K | — |
| COMPENSATION PLANNING INC. | 05-0386704 | WARWICK, RI | RECORDKEEPER | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NW FIXED SELECT OPTION NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $2.3M | 31.7% | |
| NATIONWIDE LIFE INSURANCE INV DESTINATIONS MODERATE | Other securities | — | — | $739K | 10.3% | |
| NW INV DEST MOD R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $739K | 10.3% | |
| VANGUARD TARGET RETIREMENT 2040 INV FD | Mutual Funds | — | — | $689K | 9.6% | |
| VNGRD TRGT RTRMT 2040 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $689K | 9.6% | |
| VANGUARD TARGET RETIREMENT 2035 INV FD | Mutual Funds | — | — | $580K | 8.1% | |
| VNGRD TRGT RTRMT 2035 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $580K | 8.1% | |
| VANGUARD TARGET RETIREMENT 2045 INV FD | Mutual Funds | — | — | $491K | 6.8% | |
| VNGRD TRGT RTRMT 2045 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $491K | 6.8% | |
| VANGUARD TARGET RETIREMENT 2030 INV FD | Mutual Funds | — | — | $442K | 6.2% | |
| VNGRD TRGT RTRMT 2030 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $442K | 6.2% | |
| NATIONWIDE LIFE INSURANCE INV DESTINATIONS MODERATE AGG | Other securities | — | — | $401K | 5.6% | |
| NW INV DEST MOD AGGR R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $401K | 5.6% | |
| VANGUARD TARGET RETIREMENT 2055 INV FD | Mutual Funds | — | — | $367K | 5.1% | |
| VNGRD TRGT RTRMT 2055 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $367K | 5.1% | |
| VANGUARD TARGET RETIREMENT 2025 INV FD | Mutual Funds | — | — | $270K | 3.8% | |
| VNGRD TRGT RTRMT 2025 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $270K | 3.8% | |
| FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND 191 * NATIONWIDE LIFE INSURANCE INV DESTINATIONS AGGRESSIVE | Other securities | — | — | $255K | 3.6% | |
| NW INV DEST AGGR R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $255K | 3.6% | |
| NATIONWIDE LIFE INSURANCE INV DESTINATIONS MOD CONSERV | Other securities | — | — | $238K | 3.3% | |
| NW INV DEST MOD CNSRV R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $238K | 3.3% | |
| VANGUARD TARGET RETIREMENT 2050 INV FD | Mutual Funds | — | — | $95K | 1.3% | |
| VNGRD TRGT RTRMT 2050 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $95K | 1.3% | |
| NATIONWIDE LIFE INSURANCE INV DESTINATIONS CONSERVATIVE | Other securities | — | — | $43K | 0.6% | |
| NW INV DEST CNSRV R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $43K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2060 INV FD | Mutual Funds | — | — | $27K | 0.4% | |
| VNGRD TRGT RTRMT 2060 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $27K | 0.4% | |
| VNGRD TRGT RTRMT 2070 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $18K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2070 INV FD | Mutual Funds | — | — | $18K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2020 INV FD | Mutual Funds | — | — | $9K | 0.1% | |
| VNGRD TRGT RTRMT 2020 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $9K | 0.1% | |
| VANGUARD TARGET RETIREMENT INCOME FD | Mutual Funds | — | — | $6K | <0.1% | |
| VNGRD TRGT RTRMT INC NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
