David Lester signed U. L. Coleman Properties, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U. L. Coleman Properties, LLC's EIN is 27-3474401.
Download the official 2023 Form 5500 (PDF) for U. L. Coleman Properties, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)U. L. Coleman Properties, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNERAMPER LLP | 87-1363769 | — | ACCOUNTANT | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.0M | 17.7% | |
| Fidelity Freedom 2035K | Mutual Funds | — | — | $673K | 11.5% | |
| Fidelity Freedom 2030K | Mutual Funds | — | — | $605K | 10.3% | |
| Fidelity Balanced | Mutual Funds | — | — | $478K | 8.2% | |
| Fidelity Freedom 2040K | Mutual Funds | — | — | $467K | 8.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $421K | 7.2% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $404K | 6.9% | |
| Fidelity Freedom 2025K | Mutual Funds | — | — | $396K | 6.7% | |
| Fidelity Freedom 2045K | Mutual Funds | — | — | $386K | 6.6% | |
| Fidelity Freedom Income ** 124 * Fidelity Total Market Index | Common Collective Trusts | — | — | $369K | 6.3% | |
| Fidelity Freedom 2050K | Mutual Funds | — | — | $213K | 3.6% | |
| Fidelity Freedom 2055K | Mutual Funds | — | — | $162K | 2.8% | |
| Fidelity Freedom 2015K ** 129 * Fidelity Freedom 2020K | Mutual Funds | — | — | $141K | 2.4% | |
| Fidelity Freedom 2060K | Mutual Funds | — | — | $63K | 1.1% | |
| Fidelity Freedom 2065K | Mutual Funds | — | — | $25K | 0.4% | |
| Fidelity Freedom 2010K | Mutual Funds | — | — | $23K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
