R ALAN CALL signed CCU Coal and Construction LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CCU Coal and Construction LLC's EIN is 83-2954710.
Download the official 2024 Form 5500 (PDF) for CCU Coal and Construction LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CCU Coal and Construction LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed Investment Guaranteed Income Fund Contract | Other securities | — | — | $1.9M | 17.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.8M | 17.0% | |
| American Funds Europacific GR R6 Mutual Fund | Mutual Funds | — | — | $1.7M | 16.0% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.2M | 11.6% | |
| Jpmorgan Equity Income R6 Mutual Fund | Other securities | — | — | $999K | 9.3% | |
| LARGE CAP GROWTH III FUND (AMERCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $947K | 8.8% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $446K | 4.2% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $404K | 3.8% | |
| Undiscovered Mgrs Behavioral Value R6 Mutual Fund | Other securities | — | — | $356K | 3.3% | |
| DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $271K | 2.5% | |
| Janus Henderson Triton N Mutual Fund | Mutual Funds | — | — | $210K | 2.0% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $121K | 1.1% | |
| PGIM QUANT SOL MIDCAP INDX EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 833 | Pooled Separate Account | — | — | $86K | 0.8% | |
| American Funds Growth Fund Of Amer R6 Mutual Fund | Mutual Funds | — | — | $79K | 0.7% | |
| Notes Receivable From Participants 9.50% - | Bonds / Notes | — | — | $79K | 0.7% | |
| PGIM QUANT SOL SM CAP INDX EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 832 | Pooled Separate Account | — | — | $61K | 0.6% | |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | — | — | $30K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $197 | — |
