Calvert Masonry, Inc.'s EIN is 54-1692006.
Download the official 2024 Form 5500 (PDF) for Calvert Masonry, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calvert Masonry, Inc.'s plan includes a 401(k) feature, a leveraged ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Calvett Masonry, Inc. | Common Stocks | — | $10.0M | $10.1M | 81.0% | |
| Virginia National Bank | Other securities | — | $334K | $334K | 2.7% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $305K | 2.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $288K | 2.3% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $120K | 1.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $98K | 0.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $88K | 0.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $57K | 0.5% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $36K | 0.3% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $22K | 0.2% | |
| Participant loans - Interest rate: 8.50% | Bonds / Notes | — | — | $17K | 0.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Loomis Sayles Core Plus Bond | Other securities | — | — | $9K | <0.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Mid-Cap Growth Index Adm | Mutual Funds | — | — | $4K | <0.1% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $959 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
