Clinton Reilmann signed Wall Colmonoy Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wall Colmonoy Corporation's EIN is 38-1143251.
Download the official 2024 Form 5500 (PDF) for Wall Colmonoy Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wall Colmonoy Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISOR | 26-0058143 | — | ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 175,038 n/a | Mutual Funds | — | — | $3.3M | 17.3% | |
| Vanguard Target Retirement 2030 77,091 n/a | Mutual Funds | — | — | $2.9M | 15.4% | |
| Vanguard Target Retirement 2040 47,002 n/a | Mutual Funds | — | — | $2.0M | 10.7% | |
| Vanguard Target Retirement 2045 68,128 n/a | Mutual Funds | — | — | $2.0M | 10.7% | |
| Vanguard Target Retirement 2035 76,679 n/a | Mutual Funds | — | — | $1.8M | 9.7% | |
| Fidelity 500 Index Fund 4,538 n/a | Common Collective Trusts | — | — | $927K | 4.9% | |
| Vanguard Target Retirement 2055 15,145 n/a | Mutual Funds | — | — | $842K | 4.4% | |
| Vanguard Target Retirement 2050 15,641 n/a | Mutual Funds | — | — | $780K | 4.1% | |
| Mainstay Large Cap Growth R1 56,652 n/a | Other securities | — | — | $624K | 3.3% | |
| Vanguard Target Retirement 2060 9,137 n/a | Mutual Funds | — | — | $468K | 2.5% | |
| Vanguard Target Retirement 2020 16,789 n/a | Mutual Funds | — | — | $445K | 2.3% | |
| Participant loans 4.25% to 9.5% - | Bonds / Notes | — | — | $443K | 2.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $345K | 1.8% | |
| T. Rowe Price Mid Cap Equity GR 4,770 n/a | Other securities | — | — | $288K | 1.5% | |
| T. Rowe Price QM US Small Cap Growth 5,916 n/a | Other securities | — | — | $257K | 1.4% | |
| Vanguard Target Retirement 2065 5,640 n/a | Mutual Funds | — | — | $190K | 1.0% | |
| BlackRock Equity Dividend CL 9,655 n/a | Other securities | — | — | $183K | 1.0% | |
| Vanguard Target Rtrmt Incm 13,005 n/a | Mutual Funds | — | — | $170K | 0.9% | |
| Parnassus Core Eqty Fd Inv 1,915 n/a | Other securities | — | — | $114K | 0.6% | |
| Vanguard Intl Growth Admiral Class 996 n/a | Mutual Funds | — | — | $101K | 0.5% | |
| MFS INTL Intrinsic Value R3 2,863 n/a | Mutual Funds | — | — | $101K | 0.5% | |
| Fidelity Extended MKT Index Fund 976 n/a | Common Collective Trusts | — | — | $89K | 0.5% | |
| JPMorgan Mid Cap Value 2,266 n/a | Other securities | — | — | $83K | 0.4% | |
| American Beacon Small Cap Val In 3,383 n/a | Other securities | — | — | $78K | 0.4% | |
| American Funds EuroPacific Growth R6 1,345 n/a | Mutual Funds | — | — | $72K | 0.4% | |
| Vanguard Total Intl Stock Index 2,036 n/a | Mutual Funds | — | — | $65K | 0.3% | |
| Principal Diversified Real Asset Ins 5,667 n/a | Other securities | — | — | $63K | 0.3% | |
| PIMCO Income FD Inst CL 5,454 n/a | Mutual Funds | — | — | $57K | 0.3% | |
| Fidelity Total Bond K6 4,212 n/a | Mutual Funds | — | — | $37K | 0.2% | |
| Fidelity US Bond Index FD 3,065 n/a | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard Inflation Prot SEC 1,029 n/a | Mutual Funds | — | — | $23K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $52K | — |
