Timothy Gerken signed Walsh Construction Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walsh Construction Company's EIN is 36-2231526.
Download the official 2024 Form 5500 (PDF) for Walsh Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walsh Construction Company'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $549K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTAURUS FINANCIAL | 33-0530236 | — | RETAINED BY EMPLOYER | $300K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $66.3M | 10.9% | |
| American Funds Target 2040 Fund R6 | Mutual Funds | — | — | $52.4M | 8.6% | |
| American Funds Target 2035 Fund R6 | Mutual Funds | — | — | $39.1M | 6.4% | |
| American Funds Target 2030 Fund R6 | Mutual Funds | — | — | $37.4M | 6.1% | |
| American Funds Target 2045 Fund R6 | Mutual Funds | — | — | $37.1M | 6.1% | |
| American Funds Target 2050 Fund R6 | Mutual Funds | — | — | $34.3M | 5.6% | |
| Stable value fund * New York Life Trust Company New York Life Guaranteed Interest Account | Stable Value | — | — | $33.6M | 5.5% | |
| New York Life Trust Company MainStay Large Cap Growth Fund I | Common Stocks | — | — | $26.5M | 4.3% | |
| American Funds Target 2025 Fund R6 | Mutual Funds | — | — | $24.6M | 4.0% | |
| American Funds Target 2060 Fund R6 | Mutual Funds | — | — | $24.6M | 4.0% | |
| American Funds Mutual Fund R6 | Mutual Funds | — | — | $23.6M | 3.9% | |
| American Funds Target 2055 Fund R6 | Mutual Funds | — | — | $20.1M | 3.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $15.1M | 2.5% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $14.3M | 2.3% | |
| PIMCO Total Return Institutional Fund | Mutual Funds | — | — | $13.0M | 2.1% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $12.3M | 2.0% | |
| Janus Overseas Fund | Mutual Funds | — | — | $11.9M | 2.0% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $11.8M | 1.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $11.1M | 1.8% | |
| PGIM High Yield Fund | Other securities | — | — | $10.2M | 1.7% | |
| Janus Henderson Enterprise Fund I | Mutual Funds | — | — | $9.9M | 1.6% | |
| Fidelity Equity Growth Fund K6 | Mutual Funds | — | — | $9.2M | 1.5% | |
| Participant loans Notes receivable from participants (interest rates ranging from 4.25% to 9.50%) -0- | Bonds / Notes | — | — | $8.4M | 1.4% | |
| PIMCO Stocks PLUS Fund Institutional Fund | Mutual Funds | — | — | $7.1M | 1.2% | |
| Registered investment companies Allspring Global Special Mid Cap Value Fund | Other securities | — | — | $6.3M | 1.0% | |
| Fidelity Small Cap Growth Fund K6 | Mutual Funds | — | — | $6.2M | 1.0% | |
| Columbia Funds Small Cap Growth Institutional Fund | Other securities | — | — | $5.6M | 0.9% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $5.3M | 0.9% | |
| American Funds Target 2020 Fund R6 | Mutual Funds | — | — | $5.3M | 0.9% | |
| Franklin Funds Small Cap Value Fund | Mutual Funds | — | — | $5.0M | 0.8% | |
| American Funds Inf Linked R6 | Mutual Funds | — | — | $4.8M | 0.8% | |
| Fidelity Multi-Asset Index | Mutual Funds | — | — | $4.4M | 0.7% | |
| Hartford Funds Management Company Balanced Income Fund Y | Common Stocks | — | — | $4.2M | 0.7% | |
| American Funds Target 2010 Fund R6 | Mutual Funds | — | — | $2.8M | 0.5% | |
| Vanguard Small Growth Adml | Mutual Funds | — | — | $2.7M | 0.4% | |
| American Funds Target 2015 Fund R6 | Mutual Funds | — | — | $2.0M | 0.3% | |
| PGIM US Real Estate | Other securities | — | — | $1.2M | 0.2% | |
| PIMCO All Asset Institutional Fund | Mutual Funds | — | — | $1.2M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
