Amanda Willis signed Custom Glass Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Custom Glass Solutions, LLC's EIN is 20-5871676.
Download the official 2024 Form 5500 (PDF) for Custom Glass Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Custom Glass Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $76K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4.6M | 13.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.8M | 10.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.4M | 9.8% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.8M | 8.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.7M | 7.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.3M | 6.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.1M | 6.0% | |
| GOLDMAN SACHS SV INST CL I GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.0M | 5.6% | |
| T. Rowe Price Large Cap Growth I | Other securities | — | — | $1.6M | 4.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.5M | 4.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.2M | 3.3% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.1M | 3.1% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $888K | 2.5% | |
| Participant Loans Interest ranging from 4.25% to | Bonds / Notes | — | — | $846K | 2.4% | |
| Admiral Vanguard Target Retirement 2020 | Mutual Funds | — | — | $785K | 2.2% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $765K | 2.2% | |
| BAIRD CORE PLUS BOND INST Registered Investment Company | Common Stocks | — | — | $540K | 1.5% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $512K | 1.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $501K | 1.4% | |
| Dodge & Cox Stock Fund X | Mutual Funds | — | — | $441K | 1.3% | |
| VANGUARD TARGET RETIREMNT 2070 Registered Investment Company | Mutual Funds | — | — | $50K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
