Laverne Cunningham signed Constellis, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Constellis, LLC's EIN is 47-3297412.
Download the official 2025 Form 5500 (PDF) for Constellis, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Constellis, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISORY | $63K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO INC | 94-1737782 | — | SECURITIES BROKER | $2K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund - | Mutual Funds | — | — | $4.8M | 10.4% | |
| Investor Shares Vanguard Target Retirement 2045 Fund - | Mutual Funds | — | — | $4.0M | 8.7% | |
| Investor Shares Vanguard Target Retirement 2050 Fund - | Mutual Funds | — | — | $3.8M | 8.3% | |
| Investor Shares Vanguard Target Retirement 2025 Fund - | Mutual Funds | — | — | $3.3M | 7.2% | |
| Investor Shares Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $3.3M | 7.2% | |
| Shares Vanguard Target Retirement 2040 Fund - | Mutual Funds | — | — | $2.8M | 6.1% | |
| Investor Shares Vanguard Target Retirement 2035 Fund - | Mutual Funds | — | — | $2.7M | 5.8% | |
| Investor Shares MFS Growth Fund - Class R6 | Mutual Funds | — | — | $2.5M | 5.5% | |
| Vanguard Target Retirement 2020 Fund - | Mutual Funds | — | — | $1.6M | 3.4% | |
| Interest rates range from 3.25% to | Bonds / Notes | — | — | $1.4M | 3.0% | |
| Investor Shares Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $1.3M | 2.9% | |
| Shares MFS Value Fund - Class R6 | Mutual Funds | — | — | $1.3M | 2.8% | |
| STABLE POOLED FUND TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.6% | |
| FEDERATED CAPITAL PRESERVATION ISP TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| Class R6 Charles Schwab Institutional Personal Choice Retirement Account (Self- | Self-Directed Brokerage | — | — | $992K | 2.2% | |
| Directed) Legg Mason/Western Asset Western Asset Core Bond Fund - Class IS | Other securities | — | — | $967K | 2.1% | |
| Transamerica International Equity - Class | Other securities | — | — | $900K | 2.0% | |
| I2 Vanguard Target Retirement 2055 Fund - | Mutual Funds | — | — | $847K | 1.9% | |
| Investor Shares Diamond Hill Diamond Hill Small-Mid Cap Fund - Class | Other securities | — | — | $845K | 1.9% | |
| Y Vanguard Total International Stock Index | Mutual Funds | — | — | $842K | 1.8% | |
| Fund - Admiral Shares Hartford MidCap HLS Fund - Class IA | Other securities | — | — | $704K | 1.5% | |
| Delaware Small Cap Value Fund - Class R6 | Other securities | — | — | $645K | 1.4% | |
| Invesco Developing Markets Fund - Class | Mutual Funds | — | — | $530K | 1.2% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $503K | 1.1% | |
| BlackRock High Yield Bond Fund - Class K | Other securities | — | — | $471K | 1.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $358K | 0.8% | |
| Investor Shares Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $334K | 0.7% | |
| Shares Eagle Small Cap Growth Fund - Class R6 | Other securities | — | — | $314K | 0.7% | |
| Pioneer Strategic Income Fund - Class K | Other securities | — | — | $271K | 0.6% | |
| Vanguard Target Retirement 2015 Fund - | Mutual Funds | — | — | $247K | 0.5% | |
| Investor Shares Vanguard Target Retirement 2060 Fund - | Mutual Funds | — | — | $228K | 0.5% | |
| Investor Shares Vanguard Total Bond Market Index Fund - | Common Collective Trusts | — | — | $213K | 0.5% | |
| Admiral Shares * State Street Bank & Trust Co. Interest Bearing Cash | Cash / Money Market | — | — | $22K | <0.1% | |
| Legg Mason Legg Mason BW Global Opportunities | Other securities | — | — | $18K | <0.1% |
