Joanne Sherwood signed Coakley & Williams Construction, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coakley & Williams Construction, Inc.'s EIN is 52-1574472.
Download the official 2022 Form 5500 (PDF) for Coakley & Williams Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Coakley & Williams 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $32K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Dividend Mutual Fund N/R | Other securities | — | — | $2.8M | 13.2% | |
| LARGE CAP GRTH II I1 WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $2.6M | 12.4% | |
| LARGE CP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.7M | 8.2% | |
| Hartford International Opps Mutual Fund N/R | Other securities | — | — | $1.3M | 6.1% | |
| Fund R6 * Fidelity 500 Index Fund Mutual Fund N/R | Common Collective Trusts | — | — | $1.2M | 5.6% | |
| 2035 Fund T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $1.1M | 5.4% | |
| R6 Pimco Income Inst Mutual Fund N/R | Mutual Funds | — | — | $1.1M | 5.2% | |
| 2015 Fund T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $998K | 4.7% | |
| Fund * Fidelity Total Bond Fund Mutual Fund N/R | Mutual Funds | — | — | $795K | 3.8% | |
| Fund * Fidelity Low-Priced Stock Mutual Fund N/R | Mutual Funds | — | — | $782K | 3.7% | |
| 2025 Fund T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $685K | 3.2% | |
| 2040 Fund T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $680K | 3.2% | |
| 2020 Fund T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $652K | 3.1% | |
| Fund * Fidelity Small Cap Index Mutual Fund N/R | Mutual Funds | — | — | $534K | 2.5% | |
| 2050 Fund T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $533K | 2.5% | |
| STABLE VALUE FUND I1 WILMINGTON TRUST, N.A · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $462K | 2.2% | |
| MID CAP VALUE FEE I1 WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $450K | 2.1% | |
| 2045 Fund T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $439K | 2.1% | |
| Index Fund * Fidelity Government Income Mutual Fund N/R | Common Collective Trusts | — | — | $435K | 2.1% | |
| 2055 Fund T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $429K | 2.0% | |
| Fund Class I1 * Participant Loans Interest Rates: 4.25% - 8.00% $0 | Bonds / Notes | — | — | $252K | 1.2% | |
| MID CAP GROWTH I1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $216K | 1.0% | |
| Fidelity U.S. Bond Index Fund Mutual Fund N/R | Common Collective Trusts | — | — | $158K | 0.7% | |
| T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $153K | 0.7% | |
| Fund * Fidelity International Index Mutual Fund N/R | Mutual Funds | — | — | $89K | 0.4% | |
| Pimco Intl BD USSH I Mutual Fund N/R | Mutual Funds | — | — | $88K | 0.4% | |
| SMALL CAP GR II I1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $85K | 0.4% | |
| Growth Fund T. Rowe Price International Mutual Fund N/R | Other securities | — | — | $80K | 0.4% | |
| 2005 Fund T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $73K | 0.3% | |
| American Funds New World Mutual Fund N/R | Mutual Funds | — | — | $71K | 0.3% | |
| Fund * Fidelity Extended Market Mutual Fund N/R | Mutual Funds | — | — | $33K | 0.2% | |
| Fund * Fidelity Small Cap Value Mutual Fund N/R | Mutual Funds | — | — | $31K | 0.1% | |
| Fidelity Capital & Income Mutual Fund N/R | Mutual Funds | — | — | $23K | 0.1% | |
| Discovery Fund T. Rowe Price Retirement Mutual Fund N/R | Other securities | — | — | $14K | <0.1% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $19K | — |
