Robert Seibel signed C.D. Smith Construction, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C.D. Smith Construction, Inc.'s EIN is 39-0759260.
Download the official 2023 Form 5500 (PDF) for C.D. Smith Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)C.D. Smith Construction, Inc.'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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTING | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| WESTERN ASSET CORE BOND A GM | Other securities | — | — | $6.1M | 13.6% | |
| METROPOLITAN WEST TOTAL ADM GM | Other securities | — | — | $5.9M | 13.1% | |
| ISHARES MSCI EAFE INTRL IDX GM | Common Collective Trusts | — | — | $4.6M | 10.2% | |
| GALLIARD STABLE RETURN FUND CLASS L SEI TRUST COMPANY · EIN 80-6183992 / PN 001 | Common Collective Trust | — | — | $3.4M | 7.4% | |
| GALLIARD STABLE RETURN FUND L | Other securities | — | — | $3.3M | 7.2% | |
| AMERICAN WASHINGTON MUT INV GM | Other securities | — | — | $2.9M | 6.4% | |
| CLEARBRIDGE LARGE CAP GR A GM | Other securities | — | — | $2.9M | 6.3% | |
| ISHARES RUSSELL MID-CAP IDX K | Common Collective Trusts | — | — | $2.4M | 5.4% | |
| ISHARES S&P 500 INDEX FD A GM | Common Collective Trusts | — | — | $2.4M | 5.4% | |
| AMERICAN NEW WLD FD R4 GM | Other securities | — | — | $2.3M | 5.1% | |
| MFS MID CAP VALUE FD CL A GM | Mutual Funds | — | — | $2.2M | 4.9% | |
| ISHARES S&P 500 INDEX FD CL A | Common Collective Trusts | — | — | $2.2M | 4.8% | |
| ISHARES RUSSELL MID-CAP IDX GM | Common Collective Trusts | — | — | $2.0M | 4.4% | |
| ALLSPRING SPL SML CP VL AG GM | Common Stocks | — | — | $1.4M | 3.1% | |
| AMERICAN CENTY INFLAT ADJ A GM | Other securities | — | — | $1.4M | 3.0% | |
| COLUMBIA SMALL CAP INSTL2 GM | Other securities | — | — | $1.1M | 2.5% | |
| ISHARES MSCI EAFE INTRNL IDX A | Common Collective Trusts | — | — | $500K | 1.1% | |
| COLUMBIA SMALL CAP INDX INSTL2 | Other securities | — | — | $431K | 1.0% | |
| AMERICAN WASHINGTON MUT INV | Other securities | — | — | $414K | 0.9% | |
| CLEARBRIDGE LARGE CAP GRTH A | Other securities | — | — | $299K | 0.7% | |
| MFS MID CAP VALUE FD CL A | Mutual Funds | — | — | $172K | 0.4% | |
| MFS MID-CAP GROWTH FD CL A | Mutual Funds | — | — | $169K | 0.4% | |
| AMERICAN NEW WORLD FUND R4 | Other securities | — | — | $150K | 0.3% | |
| GALLIARD STABLE RETURN FD L GM | Other securities | — | — | $80K | 0.2% | |
| ALLSPRING SPECIAL SML CP VL A | Other securities | — | — | $62K | 0.1% | |
| METROPOLITAN WEST TOTAL CL ADM | Other securities | — | — | $60K | 0.1% | |
| AMERICAN CENTY INFLAT ADJ CL A | Common Stocks | — | — | $38K | <0.1% | |
| WESTERN ASSET CORE BOND CL A | Common Stocks | — | — | $32K | <0.1% | |
| PENDING SETTLEMENT FUND | Other securities | — | — | $125 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
