Debbie Stallings signed Bartlett Cocke General Contractors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bartlett Cocke General Contractors, LLC's EIN is 74-1654769.
Download the official 2024 Form 5500 (PDF) for Bartlett Cocke General Contractors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bartlett Cocke General Contractors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $71K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $7.1M | 18.6% | |
| Fidelity Global Ex US Index Mutual Fund | Mutual Funds | — | — | $4.7M | 12.5% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $4.5M | 11.7% | |
| Key Guaranteed Portfolio Fund General Fund | Other securities | — | — | $2.9M | 7.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.5M | 6.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.9M | 5.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.7M | 4.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.5M | 4.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.5M | 4.0% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $1.5M | 3.9% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $1.3M | 3.5% | |
| WEALTHPATH SMART RISK MODERATE 1 ALTA TRUST · EIN 81-2877419 / PN 000 | Common Collective Trust | — | — | $774K | 2.0% | |
| MFS Intl Diversification R6 Mutual Fund | Mutual Funds | — | — | $772K | 2.0% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $705K | 1.9% | |
| COHEN AND STEERS U S REALTY FUND CL COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $477K | 1.3% | |
| LG CAP GRW II EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $452K | 1.2% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $412K | 1.1% | |
| WEALTHPATH SMART RISK AGGRESSIVE 1 ALTA TRUST · EIN 81-2752913 / PN 000 | Common Collective Trust | — | — | $356K | 0.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $316K | 0.8% | |
| Allspring Special Small Cap Value R6 Mutual Fund | Other securities | — | — | $313K | 0.8% | |
| MFS Value R6 Mutual Fund | Mutual Funds | — | — | $286K | 0.8% | |
| WEALTHPATH SMART RISK CONSERVATIVE ALTA TRUST · EIN 81-2856710 / PN 000 | Common Collective Trust | — | — | $266K | 0.7% | |
| American Century Small Cap Growth R6 Mutual Fund | Other securities | — | — | $219K | 0.6% | |
| AMERICAN CENTURY MID CAP VAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $159K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $118K | 0.3% | |
| WEALTHPATH SMART RISK GROWTH 1 ALTA TRUST · EIN 81-2787171 / PN 000 | Common Collective Trust | — | — | $34K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $21K | <0.1% | |
| WEALTHPATH SMART RISK BALANCED 1 ALTA TRUST · EIN 81-2820802 / PN 000 | Common Collective Trust | — | — | $18K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $8K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WORLD INVESTMENT ADVISORS LLC |
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $62K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AKIN, DOHERTY, KLEIN & FEUGE, P.C. | — | SAN ANTONIO, TX | AUDITOR | $14K | — |
