Lawrence Rose signed Cedar Park Cemetery's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cedar Park Cemetery's EIN is 22-0812560.
Download the official 2024 Form 5500 (PDF) for Cedar Park Cemetery from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cedar Park Cemetery's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (i) (Loss) Net Gain $ (h) | Other securities | — | — | $5.0M | 10.5% | |
| Selling Price$ - (c) | Other securities | — | — | $5.0M | 10.4% | |
| JPMorgan Chase Bank, N.A. Business Checking w/Interest; 0.1% | Bonds / Notes | — | $2.3M | $2.3M | 4.7% | |
| Microsoft Corp. Common Stock | Common Stocks | — | $93K | $1.3M | 2.7% | |
| J P Morgan Chase & Co. Common Stock | Common Stocks | — | $56K | $1.2M | 2.5% | |
| Marathon Petroleum Co. Common Stock | Common Stocks | — | $26K | $1.1M | 2.3% | |
| Constellation Energy Corporation Common Stock | Common Stocks | — | $645K | $1.1M | 2.3% | |
| Johnson & Johnson Common Stock | Common Stocks | — | $1.0M | $954K | 2.0% | |
| Williams Companies Common Stock | Common Stocks | — | $476K | $892K | 1.9% | |
| AbbVie Inc. Common Stock | Common Stocks | — | $190K | $889K | 1.9% | |
| Fastenal Co. Common Stock | Common Stocks | — | $257K | $863K | 1.8% | |
| Eli Lilly and Co. Common Stock | Common Stocks | — | $813K | $849K | 1.8% | |
| Brookfield Asset Management Common Stock | Common Stocks | — | $615K | $840K | 1.8% | |
| Iron Mountain, Inc. REIT | Common Stocks | — | $254K | $789K | 1.7% | |
| QualComm Inc. Common Stock | Common Stocks | — | $265K | $768K | 1.6% | |
| Texas Instruments Inc. Common Stock | Common Stocks | — | $626K | $731K | 1.5% | |
| Cardinal Health Inc. Common Stock | Common Stocks | — | $302K | $710K | 1.5% | |
| Merck & Company Inc. Common Stock | Common Stocks | — | $224K | $696K | 1.5% | |
| Public Service Enterprise Group Inc. Common Stock | Common Stocks | — | $106K | $676K | 1.4% | |
| Philip Morris International Inc. Common Stock | Common Stocks | — | $170K | $602K | 1.3% | |
| Kinder Morgan Inc. Common Stock | Common Stocks | — | $900K | $593K | 1.2% | |
| The Coca-Cola Co. Common Stock | Common Stocks | — | $395K | $560K | 1.2% | |
| Crown Castle, Inc. REIT | Common Stocks | — | $626K | $535K | 1.1% | |
| Prologis, Inc. REIT | Common Stocks | — | $646K | $518K | 1.1% | |
| Olin Corp. Common Stock | Common Stocks | — | $330K | $507K | 1.1% | |
| Archer Daniels Midland Co. Common Stock | Common Stocks | — | $382K | $505K | 1.1% | |
| Apple Inc. Common Stock | Common Stocks | — | $263K | $501K | 1.0% | |
| Metlife Inc. Common Stock | Common Stocks | — | $284K | $491K | 1.0% | |
| TJX COS Inc. Common Stock | Common Stocks | — | $140K | $483K | 1.0% | |
| Eastman Chemical Co. Common Stock | Common Stocks | — | $375K | $457K | 1.0% | |
| International Business Machines Corp. Common Stock | Common Stocks | — | $241K | $440K | 0.9% | |
| International Paper Corp. Common Stock | Common Stocks | — | $326K | $431K | 0.9% | |
| Exxon Mobil Corp. Common Stock | Common Stocks | — | $210K | $411K | 0.9% | |
| Verizon Communications Inc. Common Stock | Common Stocks | — | $189K | $400K | 0.8% | |
| Medtronic PLC Common Stock | Common Stocks | — | $421K | $383K | 0.8% | |
| Principal Life Insurance Company Pooled Separate Account | Pooled Separate Accounts | — | $289K | $372K | 0.8% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $372K | 0.8% | |
| LyondellBasell Industries N.V. Common Stock | Common Stocks | — | $352K | $371K | 0.8% | |
| H & R Block Inc. Common Stock | Common Stocks | — | $182K | $370K | 0.8% | |
| Microchip Technology Inc. Common Stock | Common Stocks | — | $207K | $344K | 0.7% | |
| Bristol Myers Squibb Co. Common Stock | Common Stocks | — | $297K | $339K | 0.7% | |
| NNN Reit, Inc. REIT | Common Stocks | — | $175K | $327K | 0.7% | |
| General Mills Inc. Common Stock | Common Stocks | — | $229K | $319K | 0.7% | |
| United Parcel Service Inc. Common Stock | Common Stocks | — | $269K | $315K | 0.7% | |
| Altria Group Inc. Common Stock | Common Stocks | — | $166K | $314K | 0.7% | |
| Shell PLC ADR Common Stock | Common Stocks | — | $302K | $313K | 0.7% | |
| Getty Realty Corp. REIT | Common Stocks | — | $262K | $303K | 0.6% | |
| US Treasury Note Maturity date - 12/15/26; Interest rate - 4.375% | U.S. Treasuries | — | $301K | $301K | 0.6% | |
| US Treasury Note Maturity date - 12/31/25; Interest rate - 4.25% | U.S. Treasuries | — | $300K | $300K | 0.6% | |
| US Treasury Note Maturity date - 12/15/25; Interest rate - 4.0% | U.S. Treasuries | — | $299K | $299K | 0.6% |
