Lanny Gridley signed Sherwood Construction Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sherwood Construction Co., Inc.'s EIN is 73-1133882.
Download the official 2024 Form 5500 (PDF) for Sherwood Construction Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sherwood Construction Co., Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
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 | -$42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO K6 | Mutual Funds | — | — | $7.9M | 11.3% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | — | $5.7M | 8.1% | |
| FID CONTRAFUND K6 | Mutual Funds | — | — | $5.6M | 8.0% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $4.5M | 6.4% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | — | $4.1M | 5.9% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | — | $3.6M | 5.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.2M | 4.6% | |
| GG PGIM TOT RET BOND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $3.0M | 4.3% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | — | $3.0M | 4.2% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | — | $2.6M | 3.7% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | — | $2.6M | 3.6% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.3M | 3.3% | |
| FID INTL DISCOV K6 | Mutual Funds | — | — | $2.3M | 3.3% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | — | $2.1M | 3.0% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | — | $2.1M | 3.0% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | — | $2.0M | 2.9% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | — | $1.7M | 2.4% | |
| Notes receivable from participants (interest rates * from 2.85% to 8.50% and maturity dates through 2034) | Bonds / Notes | — | — | $1.6M | 2.3% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.4M | 1.9% | |
| J H VENTURE T | Other securities | — | — | $958K | 1.4% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $791K | 1.1% | |
| FID INTL INDEX | Mutual Funds | — | — | $779K | 1.1% | |
| FID SMALL CAP VALUE | Mutual Funds | — | — | $753K | 1.1% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $616K | 0.9% | |
| JPM MIDCAP VALUE L | Other securities | — | — | $530K | 0.8% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | — | $494K | 0.7% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $394K | 0.6% | |
| FID FREEDOM INC K6 | Mutual Funds | — | — | $342K | 0.5% | |
| PIM GNMA & GS A | Agency / Mortgage-Backed | — | — | $322K | 0.5% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | — | $131K | 0.2% | |
| FID FREEDOM 2070 K6 | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
