Erica Cox signed Clune Construction Company, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clune Construction Company, L.P.'s EIN is 36-4122141.
Download the official 2024 Form 5500 (PDF) for Clune Construction Company, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clune Construction Company, L.P.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $925 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BD R6 GM MUTUAL FUNDS | Other securities | — | $7.8M | $7.8M | 10.7% | |
| JP MORGAN US GARP EQUITY FD A MUTUAL FUNDS | Other securities | — | $3.5M | $5.0M | 6.8% | |
| AB RELATIVE VAL FD CL A GM MUTUAL FUNDS | Common Stocks | — | $4.6M | $4.7M | 6.4% | |
| AMERICAN CAP WORLD GR & INC R4 MUTUAL FUNDS | Common Stocks | — | $3.8M | $4.4M | 6.1% | |
| ISHARES S&P 500 INDEX FD INSTL MUTUAL FUNDS | Common Collective Trusts | — | $3.0M | $4.3M | 5.8% | |
| JP MORGAN US GARP EQTY FD A GM MUTUAL FUNDS | Other securities | — | $3.1M | $3.9M | 5.4% | |
| PUTNAM STABLE VALUE FUND CLASS 50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.1M | 4.2% | |
| MFS INTRNTL INTRINSIC VL A GM MUTUAL FUNDS | Mutual Funds | — | $3.2M | $3.1M | 4.2% | |
| ARIEL INTERNATIONL CL INSTL GM MUTUAL FUNDS | Other securities | — | $3.0M | $3.0M | 4.1% | |
| ACCRUED INCOME ACCRUED INCOME 490 PUTNAM STABLE VALUE FUND 50 COMMON / COLLECTIVE TRUSTS | Stable Value | — | $2.6M | $2.6M | 3.6% | |
| JOHN HANCOCK DISCIPLINED MUTUAL FUNDS | Other securities | — | $2.3M | $2.6M | 3.6% | |
| THE OAKMARK FUND INVESTOR MUTUAL FUNDS | Other securities | — | $1.4M | $2.6M | 3.5% | |
| AMERICAN NEW WORLD FUND R4 MUTUAL FUNDS | Other securities | — | $2.4M | $2.6M | 3.5% | |
| JOHN HANCOCK DISCIPLINED GM MUTUAL FUNDS | Other securities | — | $2.4M | $2.5M | 3.4% | |
| AMERICAN NEW WLD FD R4 GM MUTUAL FUNDS | Other securities | — | $2.2M | $2.2M | 3.1% | |
| AMERICAN CAPITAL INC BLDR R4 MUTUAL FUNDS | Common Stocks | — | $1.8M | $2.0M | 2.8% | |
| PRINCIPAL REAL EST SEC R6 GM MUTUAL FUNDS | Other securities | — | $1.7M | $1.8M | 2.5% | |
| PGIM GLOBAL TOTAL RTRN FD Z GM MUTUAL FUNDS | Other securities | — | $2.0M | $1.8M | 2.4% | |
| JANUS HENDERSON ENTERPRISE GM MUTUAL FUNDS | Mutual Funds | — | $1.7M | $1.8M | 2.4% | |
| LOAN FUND LOANS | Other securities | — | $1.6M | $1.6M | 2.2% | |
| MFS INTRNTL INTRINSIC VL FD A MUTUAL FUNDS | Mutual Funds | — | $1.6M | $1.4M | 1.9% | |
| NUVEEN SMALL CAP VALUE CL A GM MUTUAL FUNDS | Mutual Funds | — | $1.1M | $1.3M | 1.8% | |
| NUVEEN SMALL CAP VALUE FD CL A MUTUAL FUNDS | Mutual Funds | — | $1.1M | $1.3M | 1.8% | |
| JPMORGAN CORE PLUS BOND R6 MUTUAL FUNDS | Other securities | — | $1.1M | $1.1M | 1.5% | |
| PRINCIPAL REAL ESTATE SEC R6 MUTUAL FUNDS | Other securities | — | $971K | $1.0M | 1.4% | |
| JANUS HENDERSON TRITON FD A GM MUTUAL FUNDS | Mutual Funds | — | $892K | $833K | 1.1% | |
| COLUMBIA MIDCAP INDEX FD CL A MUTUAL FUNDS | Common Stocks | — | $866K | $828K | 1.1% | |
| EATON VANCE HIGH INCOME GM MUTUAL FUNDS | Other securities | — | $810K | $811K | 1.1% | |
| JANUS HENDERSON TRITON FUND A MUTUAL FUNDS | Mutual Funds | — | $703K | $666K | 0.9% | |
| JANUS HENDERSON ENTERPRISE A MUTUAL FUNDS | Mutual Funds | — | $600K | $631K | 0.9% | |
| AB RELATIVE VAL FD CL A MUTUAL FUNDS | Common Stocks | — | $520K | $529K | 0.7% | |
| PUTNAM STABLE VALUE FUND 50 GM COMMON / COLLECTIVE TRUSTS | Stable Value | — | $493K | $493K | 0.7% | |
| COLUMBIA SMALL CAP INDEX FD A MUTUAL FUNDS | Other securities | — | $487K | $455K | 0.6% | |
| HARTFORD BALANCED INCOME R4 MUTUAL FUNDS | Other securities | — | $323K | $317K | 0.4% | |
| VOYA GNMA INCOME FD A MUTUAL FUNDS | Agency / Mortgage-Backed | — | $260K | $250K | 0.3% | |
| EATON VANCE HIGH INCOME MUTUAL FUNDS | Other securities | — | $190K | $187K | 0.3% | |
| ARIEL INTERNATIONL FD CL INSTL MUTUAL FUNDS | Other securities | — | $161K | $168K | 0.2% | |
| T ROWE PRICE SPECTRUM MOD INV MUTUAL FUNDS | Mutual Funds | — | $141K | $151K | 0.2% | |
| PGIM GLOBAL TOTAL RETURN FD Z MUTUAL FUNDS | Other securities | — | $67K | $58K | <0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $17K | $17K | <0.1% |
