Carroll Distributing & Construction Supply, Inc.'s EIN is 42-1190085.
Download the official 2024 Form 5500 (PDF) for Carroll Distributing & Construction Supply, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carroll Distributing & Construction Supply, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 Group Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | — | $1.7M | 11.9% | |
| Principal Life Insurance Company Prin Fixed Inc Guar Option | Common Stocks | — | — | $1.6M | 11.2% | |
| Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | — | $1.2M | 8.4% | |
| Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | — | $1.0M | 7.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.0M | 7.2% | |
| Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | — | $986K | 7.0% | |
| Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | — | $932K | 6.6% | |
| PRIN LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $596K | 4.2% | |
| Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | — | $525K | 3.7% | |
| Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | — | $463K | 3.3% | |
| Eaton Vance Etn Vnc Atl Cp SMID-Cap R6 Fd | Other securities | — | — | $431K | 3.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $415K | 3.0% | |
| Dimensional Fund Advisor DFA W RLD Ex Us Value Port I FD | Mutual Funds | — | — | $364K | 2.6% | |
| The American Funds Am Fds Cap W ld Bnd R6 Fund | Mutual Funds | — | — | $308K | 2.2% | |
| Oppenheimer Oppen Dev Mark R6 Fd | Mutual Funds | — | — | $300K | 2.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $288K | 2.0% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $231K | 1.6% | |
| The Royce Funds Royce SC Opp Instl Fund | Other securities | — | — | $221K | 1.6% | |
| Vanguard Group Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | — | $220K | 1.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $183K | 1.3% | |
| MFS Investment Management MFS Value R6 Fund | Mutual Funds | — | — | $173K | 1.2% | |
| Lord Abbett Lord Abbett Dev Growth R6 Fund | Mutual Funds | — | — | $164K | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $155K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $154K | 1.1% | |
| Participant Loans 4.25%-9.50% | Bonds / Notes | — | — | $135K | 1.0% | |
| Oppenheimer Oppen Gold and Sp Minerals R6 Fnd | Mutual Funds | — | — | $104K | 0.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $92K | 0.7% | |
| Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | — | $37K | 0.3% | |
| Vanguard Group Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | — | $28K | 0.2% | |
| Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | — | $15K | 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 |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| QUALIFIED PLAN CONSULTANTS, LLC | 20-0223513 | — | OTHER SERVICE | $0 | — |
