Larry Willis signed CHET Morrison Contractors, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CHET Morrison Contractors, L.L.C.'s EIN is 72-1001398.
Download the official 2024 Form 5500 (PDF) for CHET Morrison Contractors, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CHET Morrison Contractors, L.L.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETIREMENT SERVICES, LLC | — | CHICAGO, IL | TPA | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 2040 T Date R6 Am Funds 0 | Other securities | — | — | $4.3M | 15.5% | |
| 500 Index Fund Adm Vanguard 0 | Common Collective Trusts | — | — | $2.9M | 10.5% | |
| 2035 T Date R6 Am Funds 0 | Other securities | — | — | $2.8M | 10.0% | |
| 2030 T Date R6 Am Funds 0 | Other securities | — | — | $2.5M | 9.2% | |
| 2045 T Date R6 Am Funds 0 | Other securities | — | — | $1.8M | 6.4% | |
| 2025 T Date R6 Am Funds 0 | Other securities | — | — | $1.6M | 5.6% | |
| Fixed Account VOYA 0 | Other securities | — | — | $1.5M | 5.4% | |
| 2050 T Date R6 Am Funds 0 | Other securities | — | — | $1.2M | 4.4% | |
| 2055 T Date R6 Am Funds 0 | Other securities | — | — | $784K | 2.8% | |
| Growth Fund R6 MFS 0 | Mutual Funds | — | — | $777K | 2.8% | |
| Large Cap Grw Fnd Z AB 0 | Other securities | — | — | $740K | 2.7% | |
| Intermediate Bond Fund R6 Voya | Other securities | — | — | $647K | 2.3% | |
| 2060 T Date R6 Am Funds 0 | Other securities | — | — | $598K | 2.2% | |
| Explorer Fund Adm Vanguard 0 | Mutual Funds | — | — | $524K | 1.9% | |
| Mid Cap Growth Fd R6 JP Morgan 0 | Other securities | — | — | $523K | 1.9% | |
| Lrg Cp Val Fd - Cl R6 Putnam 0 | Mutual Funds | — | — | $521K | 1.9% | |
| Fdmtl Intl Eq Idx Fd Schwab 0 | Common Collective Trusts | — | — | $444K | 1.6% | |
| 2065 T Date R6 Am Funds 0 | Other securities | — | — | $393K | 1.4% | |
| 2020 T Date R6 Am Funds 0 | Other securities | — | — | $373K | 1.3% | |
| Intl Grw Fund Adm Vanguard 0 | Mutual Funds | — | — | $345K | 1.2% | |
| 2070 T Date R6 Am Funds 0 80 Am Balanced R6 American Funds 0 | Mutual Funds | — | — | $320K | 1.2% | |
| SmlCap Indx Fd Admiral Vanguard 0 | Mutual Funds | — | — | $279K | 1.0% | |
| Mid-Cap Index Fund Adm Vanguard 0 | Common Collective Trusts | — | — | $276K | 1.0% | |
| Value Index Fund Adm Vanguard 0 | Common Collective Trusts | — | — | $232K | 0.8% | |
| Income Fund Ins PIMCO 0 | Mutual Funds | — | — | $211K | 0.8% | |
| Adv Foc Emr Mkts Fd Z Fidelity 0 | Mutual Funds | — | — | $181K | 0.7% | |
| Infl-Protd Secs Port Instl DFA 0 | Mutual Funds | — | — | $156K | 0.6% | |
| Cap Wd Bd R6 American Funds 0 | Mutual Funds | — | — | $136K | 0.5% | |
| High Yield Fund R6 PGIM 0 | Other securities | — | — | $119K | 0.4% | |
| Secs Port Ins DFA 0 | Real Estate | — | — | $89K | 0.3% | |
| 2015 T Date R6 Am Funds 0 | Other securities | — | — | $65K | 0.2% | |
| Selected Value Fund Inv Vanguard 0 | Mutual Funds | — | — | $45K | 0.2% | |
| US Targeted VI Port Ins DFA 0 | Mutual Funds | — | — | $26K | <0.1% | |
| Gv Mny Mkt F A VOYA | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
