Lee D. Hoffman signed Pullman & Comley, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pullman & Comley, LLC's EIN is 06-0662400.
Download the official 2024 Form 5500 (PDF) for Pullman & Comley, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pullman & Comley, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | $20K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $72.1M | 83.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $6.4M | 7.4% | |
| [Assets held in common stock] | Other | — | — | $3.5M | 4.1% | |
| [Assets held in common collective trust] | Other | — | — | $3.0M | 3.4% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.5% | |
| PIMCO RAE US SM FD GREAT GRAY TRUST COMPANY, LLC · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $792K | 0.9% | |
| [Assets held in participant loans] | Other | — | — | $216K | 0.3% |
