Nancy Gattis Cook signed Catelli Brothers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catelli Brothers, Inc.'s EIN is 23-2175736.
Download the official 2024 Form 5500 (PDF) for Catelli Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catelli Brothers, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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.
| INVESTMENT/FINANCIAL ADVI |
| $54K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $2.4M | 15.8% | |
| PRINCIPAL LG CP S&P 500 R5 | Registered Investment Companies | — | — | $2.4M | 15.7% | |
| AMERICAN CENTURY ULTRA - INV | Registered Investment Companies | — | — | $1.4M | 8.9% | |
| T. Rowe Price Retirement 2025 Mutual Fund | Other securities | — | — | $695K | 4.5% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $685K | 4.4% | |
| T. Rowe Price Retirement 2040 Mutual Fund | Other securities | — | — | $647K | 4.2% | |
| Bnym Strategic Value - I Mutual Fund | Other securities | — | — | $609K | 3.9% | |
| T. Rowe Price Blue Chip Gr Mutual Fund | Other securities | — | — | $507K | 3.3% | |
| American Funds American Bal R Mutual Fund | Mutual Funds | — | — | $461K | 3.0% | |
| Principal Mc S&P 400 Index R5 Mutual Fund | Other securities | — | — | $455K | 2.9% | |
| Fidelity Advisor Total Bond A Mutual Fund | Mutual Funds | — | — | $438K | 2.8% | |
| Vanguard Info Tech Idx Admira Mutual Fund | Common Collective Trusts | — | — | $391K | 2.5% | |
| T.Rowe Price Retirement 2045 Mutual Fund | Other securities | — | — | $370K | 2.4% | |
| Jpmorgan Us Equity - R2 Mutual Fund | Other securities | — | — | $351K | 2.3% | |
| Principal Sm Cap Sp600 Idx R5 Mutual Fund | Common Collective Trusts | — | — | $316K | 2.0% | |
| Davis Financial Y Mutual Fund | Other securities | — | — | $313K | 2.0% | |
| H&W Smcap Val Fund I Mutual Fund | Other securities | — | — | $291K | 1.9% | |
| Blk Mid Cap Gr Eqty Prt - Svc Mutual Fund | Other securities | — | — | $283K | 1.8% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $272K | 1.8% | |
| Goldman Sachs Intl Eq Ins Inv Mutual Fund | Other securities | — | — | $267K | 1.7% | |
| T.Rowe Price Retirement 2055 Mutual Fund | Other securities | — | — | $238K | 1.5% | |
| T.Rowe Price Retirement 2035 Mutual Fund | Other securities | — | — | $234K | 1.5% | |
| Pri Real Est Sec R5 Mutual Fund | Other securities | — | — | $216K | 1.4% | |
| T.Rowe Price Retirement 2050 Mutual Fund | Other securities | — | — | $198K | 1.3% | |
| Jan Henderson Gl Life Sci A Mutual Fund | Other securities | — | — | $188K | 1.2% | |
| Janus Henderson Venture Fund Mutual Fund | Mutual Funds | — | — | $174K | 1.1% | |
| Invesco Value Opportunities R Mutual Fund | Mutual Funds | — | — | $165K | 1.1% | |
| Bny Mellon Natural Resources Mutual Fund | Other securities | — | — | $119K | 0.8% | |
| T. Rowe Price Retirement 2060 Mutual Fund | Other securities | — | — | $91K | 0.6% | |
| American Funds New Wrld - R4 Mutual Fund | Mutual Funds | — | — | $78K | 0.5% | |
| T. Rowe Price Retirement 2020 Mutual Fund | Other securities | — | — | $61K | 0.4% | |
| Pimco Income Fund - A Mutual Fund | Mutual Funds | — | — | $58K | 0.4% | |
| T. Rowe Price Retirement 2065 Mutual Fund | Other securities | — | — | $49K | 0.3% | |
| Pim Commodplus Strategy I2 Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
