Glen Yates signed COLT Builders Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
COLT Builders Corp.'s EIN is 20-0655762.
Download the official 2024 Form 5500 (PDF) for COLT Builders Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)COLT Builders Corp.'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 |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Mutual fund N/A | Mutual Funds | — | — | $1.1M | 15.9% | |
| American Funds 2050 Target Date Mutual fund N/A | Mutual Funds | — | — | $781K | 11.1% | |
| Vanguard Lifestrategy Growth Mutual fund N/A | Mutual Funds | — | — | $538K | 7.6% | |
| Fidelity Blue Chip Growth Mutual fund N/A | Mutual Funds | — | — | $484K | 6.8% | |
| American Funds 2055 Target Date Mutual fund N/A | Mutual Funds | — | — | $440K | 6.2% | |
| American Funds 2040 Target Date Mutual fund N/A | Mutual Funds | — | — | $435K | 6.2% | |
| Nuveen Lifecycle Index 2035 Instl Mutual fund N/A | Mutual Funds | — | — | $373K | 5.3% | |
| BlackRock Russell 1000 Growth Index Common collective fund N/A | Common Collective Trusts | — | — | $365K | 5.2% | |
| Nuveen Lifecycle Index 2030 Instl Mutual fund N/A | Mutual Funds | — | — | $238K | 3.4% | |
| John Hancock Bond Fund Mutual fund N/A | Other securities | — | — | $236K | 3.3% | |
| BlackRock Mid Cap Equity Index Common collective fund N/A | Common Collective Trusts | — | — | $220K | 3.1% | |
| Fidelity Advisor Small Cap Mutual fund N/A | Mutual Funds | — | — | $183K | 2.6% | |
| BR EAFE EQUITY IND R CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $145K | 2.1% | |
| BLACKROCK EQUITY INDEX R CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $142K | 2.0% | |
| MFS Global Growth Mutual fund N/A | Mutual Funds | — | — | $142K | 2.0% | |
| MFS Mid Cap Growth Mutual fund N/A | Mutual Funds | — | — | $133K | 1.9% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $131K | 1.9% | |
| BlackRock High Yield Bond Mutual fund N/A | Other securities | — | — | $121K | 1.7% | |
| American Funds 2060 Target Date Mutual fund N/A | Mutual Funds | — | — | $120K | 1.7% | |
| CMFG Life Stable Value Group annuity contract N/A | Stable Value | — | — | $103K | 1.5% | |
| Nuveen Lifecycle Index Ret Income Instl Mutual fund N/A | Mutual Funds | — | — | $76K | 1.1% | |
| Vanguard Lifestrategy Mod Growth Mutual fund N/A | Mutual Funds | — | — | $68K | 1.0% | |
| BlackRock Russell 1000 Value Index Common collective fund N/A | Common Collective Trusts | — | — | $61K | 0.9% | |
| BR RUSSELL 2000 INDEX CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $56K | 0.8% | |
| Columbia Emerging Markets Bond Mutual fund N/A | Other securities | — | — | $55K | 0.8% | |
| Vanguard Lifestrategy Cons Growth Mutual fund N/A | Mutual Funds | — | — | $54K | 0.8% | |
| Nuveen Lifecycle Index 2025 Instl Mutual fund N/A | Mutual Funds | — | — | $50K | 0.7% | |
| American Funds Capital World Bond Mutual fund N/A | Mutual Funds | — | — | $47K | 0.7% | |
| Ariel Fund Investor Mutual fund N/A | Other securities | — | — | $46K | 0.6% | |
| JPMorgan US Small Company Mutual fund N/A | Common Stocks | — | — | $33K | 0.5% | |
| Nuveen Lifecycle Index 2020 Instl Mutual fund N/A | Mutual Funds | — | — | $28K | 0.4% | |
| Amer Cent One Choice Vry Cons Inv Mutual fund N/A | Other securities | — | — | $23K | 0.3% | |
| BR U.S. DEBT INDEX R CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $12K | 0.2% | |
| Gsachs Infl Protected R6 Mutual fund N/A | Other securities | — | — | $6K | <0.1% |
