JEAN Moloney signed Contract Lumber, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Contract Lumber, Inc.'s EIN is 31-1269968.
Download the official 2024 Form 5500 (PDF) for Contract Lumber, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Contract Lumber, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $59K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $7.5M | 14.9% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $5.4M | 10.9% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $4.9M | 9.8% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $4.6M | 9.3% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $3.7M | 7.4% | |
| Fidelity Investments FID LARGE C AP GROWTH IDX | Common Collective Trusts | — | — | $2.8M | 5.7% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $2.1M | 4.3% | |
| Vanguard VANG TOT STK MKT ADM | Mutual Funds | — | — | $2.0M | 4.0% | |
| Dodge & C ox DODGE & C OX INTL SK X | Mutual Funds | — | — | $1.8M | 3.6% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.8M | 3.5% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.5M | 3.0% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $1.4M | 2.7% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| Vanguard VANG EQUITY INC ADM | Mutual Funds | — | — | $1.1M | 2.2% | |
| Dodge & C ox DODGE & C OX INC OME X | Mutual Funds | — | — | $978K | 2.0% | |
| Principal PIF MIDC AP FUND I | Other securities | — | — | $936K | 1.9% | |
| due at various maturity dates through 2030. | Other securities | — | — | $911K | 1.8% | |
| PIMC O PIMC O INC OME INST | Common Stocks | — | — | $752K | 1.5% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $746K | 1.5% | |
| Vanguard VANG SMC P GR IDX ADM | Common Collective Trusts | — | — | $578K | 1.2% | |
| Vanguard VANG MDC PVAL IDX ADM | Common Collective Trusts | — | — | $561K | 1.1% | |
| MFS Investments MFS VALUE R6 | Mutual Funds | — | — | $558K | 1.1% | |
| Vanguard VANG SMC PVL IDX ADM | Common Collective Trusts | — | — | $545K | 1.1% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $531K | 1.1% | |
| American Funds Investment AF BALANC ED R6 | Mutual Funds | — | — | $523K | 1.0% | |
| ohen & Steers C &S REAL ESTATE Z | Other securities | — | — | $151K | 0.3% | |
| BlackRock BLKRK HI YLD BD INST | Other securities | — | — | $128K | 0.3% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $16K |
| — |
