Charity Coleman signed Contractors Management Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Contractors Management Services LLC's EIN is 58-2592409.
Download the official 2024 Form 5500 (PDF) for Contractors Management Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Contractors Management Services LLC'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 |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | TPA | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF 60 * Schwab US Large Cap ETF | Mutual Funds | — | — | $951K | 23.7% | |
| Schwab US Broad Market ETF | Mutual Funds | — | — | $654K | 16.3% | |
| Invesco Senior Loan Etf | Mutual Funds | — | — | $503K | 12.6% | |
| Schwab US Large Cap Growth ETF | Mutual Funds | — | — | $218K | 5.4% | |
| Schwab US TIPS ETF | Mutual Funds | — | — | $214K | 5.3% | |
| Schwab US Mid-Cap ETF | Mutual Funds | — | — | $201K | 5.0% | |
| Wisdomtree Floating Rate Treasury ETF 585 Wisdomtree US Largecap Dividend ETF | Bonds / Notes | — | — | $199K | 5.0% | |
| Exchange Traded Funds Aberdeen Standard Gold ETF | Other securities | — | — | $197K | 4.9% | |
| Vanguard Extended Duration ETF | Mutual Funds | — | — | $185K | 4.6% | |
| DFA US Core Equity 1 Portfolio | Mutual Funds | — | — | $151K | 3.8% | |
| Guaranteed Fixed Account * Principal Life Insurance Principal Fixed Income Guaranteed Option | Other securities | — | — | $110K | 2.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $93K | 2.3% | |
| Money Market Funds * Schwab US Schwab Bank Savings Money Market | Mutual Funds | — | — | $83K | 2.1% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $39K | 1.0% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $38K | 0.9% | |
| DFA US Targeted Value Portfolio | Mutual Funds | — | — | $24K | 0.6% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $17K | 0.4% | |
| Vanguard Inflation-Protected Secs Adm 146 Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $17K | 0.4% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | — | $14K | 0.3% | |
| DFA Intermediate Government Fixed Income Portfolio | Mutual Funds | — | — | $10K | 0.3% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard Short-Term Investment Grade Adm | Mutual Funds | — | — | $3K | <0.1% | |
| Schwab International Large Cap Growth ETF | Mutual Funds | — | — | $3K | <0.1% | |
| Schwab International Equity ETF | Mutual Funds | — | — | $2K | <0.1% | |
| Van Eck Gold Miners ETF | Other securities | — | — | $2K | <0.1% | |
| Global X MLP ETF | Other securities | — | — | $2K | <0.1% | |
| Schwab US Small Cap ETF | Mutual Funds | — | — | $2K | <0.1% | |
| iShares MSCI Japan ETF | Other securities | — | — | $2K | <0.1% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Short-Term Infl-Prot Secs ETF | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Interm-Term Corp Bd ETF 991 Vanguard Intl Hi Div Yld Idx ETF | Common Collective Trusts | — | — | $1K | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2010 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HY 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HY 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HY 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIVE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN BOND MKT INDEX SA -Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | 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.
