WAI-MAN Leung signed The Cementworks, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Cementworks, LLC's EIN is 22-3740752.
Download the official 2024 Form 5500 (PDF) for The Cementworks, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Cementworks, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MGMT | 22-3623353 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2045 Fund - mutual fund | Other securities | — | — | $5.1M | 23.7% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund - mutual fund | Other securities | — | — | $2.2M | 10.1% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund - mutual fund | Other securities | — | — | $2.1M | 9.5% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund - mutual fund | Other securities | — | — | $2.0M | 9.3% | |
| Fidelity Investments Fidelity Total Market Index Fund - mutual fund | Common Collective Trusts | — | — | $1.5M | 7.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund - mutual fund | Other securities | — | — | $1.5M | 6.7% | |
| Fidelity Investments Fidelity Large Cap GR Index Fund – mutual fund | Common Collective Trusts | — | — | $1.4M | 6.4% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund - mutual fund | Other securities | — | — | $1.1M | 5.2% | |
| Dodge & Cox Dodge & Cox Stock X Fund – mutual fund | Mutual Funds | — | — | $782K | 3.6% | |
| Western Asset Management Co. Western Asset Cored Bond Fund - mutual fund | Common Stocks | — | — | $510K | 2.4% | |
| Fidelity Investments Fidelity Government Money Market Fund - mutual fund | Mutual Funds | — | — | $466K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund - mutual fund | Other securities | — | — | $464K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund - mutual fund | Other securities | — | — | $433K | 2.0% | |
| Dimensional Fund Advisors Dimensional Fund Advisors US Small Cap Value I Fund – mutual fund | Mutual Funds | — | — | $266K | 1.2% | |
| William Blair & Company William Blair Small-Mid Cap Growth Fund - mutual fund | Common Stocks | — | — | $229K | 1.1% | |
| Vanguard Midcap Value Index Fund - mutual fund | Common Collective Trusts | — | — | $222K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund - mutual fund | Other securities | — | — | $214K | 1.0% | |
| GQG Partners GQG Partners Emerging Markets Equity Fund - mutual fund | Other securities | — | — | $210K | 1.0% | |
| Vanguard International Growth Adm Fund - mutual fund | Mutual Funds | — | — | $207K | 1.0% | |
| PIMCO Income Fund - mutual fund | Mutual Funds | — | — | $163K | 0.8% | |
| Notes receivable from participants (interest rates of 4.25% to 9.50%) | Bonds / Notes | — | — | $141K | 0.6% | |
| Principal Funds Inc Principal Investors Fund Inc. - Real Estate Securities Fund - mutual fund | Common Stocks | — | — | $111K | 0.5% | |
| Harris Associates, L.P. Oakmark International Fund - mutual fund | Other securities | — | — | $104K | 0.5% | |
| Federated Securities Corporation Federated Hermes Institutional High Yield Bond Fund - mutual fund | Common Stocks | — | — | $82K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund - mutual fund 235 * T. Rowe Price T. Rowe Price Retirement 2020 Fund - mutual fund | Other securities | — | — | $64K | 0.3% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged - mutual fund | Mutual Funds | — | — | $47K | 0.2% | |
| Goldman Sachs Asset Mgmt Goldman Sachs GQC Partners International OP 1 - mutual fund | Other securities | — | — | $38K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund - mutual fund | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-4110995 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $7K | — |
