Lauren Schenning signed Coakley & Williams Construction LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coakley & Williams Construction LLC's EIN is 83-3317753.
Download the official 2024 Form 5500 (PDF) for Coakley & Williams Construction LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coakley & Williams Construction 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $32K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $4.3M | 16.7% | |
| T. Rowe Price Dividend Growth Fund Mutual Fund | Other securities | — | — | $3.1M | 12.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.4M | 9.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.9M | 7.4% | |
| Great Gray T. Rowe Price Retirement 2030 I1 Common Collective Trust | Common Collective Trusts | — | — | $1.4M | 5.5% | |
| GG TRP RET 2030 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.5% | |
| Great Gray T. Rowe Price Retirement 2060 I1 Common Collective Trust | Common Collective Trusts | — | — | $1.2M | 4.8% | |
| GG TRP RET 2060 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.8% | |
| Great Gray T. Rowe Price Retirement 2040 I1 Common Collective Trust | Common Collective Trusts | — | — | $1.2M | 4.7% | |
| GG TRP RET 2040 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.7% | |
| Hartford International Opps R6 Mutual Fund | Other securities | — | — | $1.1M | 4.2% | |
| Pimco Income Inst Mutual Fund | Mutual Funds | — | — | $1.0M | 3.9% | |
| Great Gray T. Rowe Price Retirement 2055 I1 Common Collective Trust | Common Collective Trusts | — | — | $899K | 3.5% | |
| GG TRP RET 2055 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $899K | 3.5% | |
| Great Gray T. Rowe Price Retirement 2050 I1 Common Collective Trust | Common Collective Trusts | — | — | $865K | 3.4% | |
| GG TRP RET 2050 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $865K | 3.4% | |
| Great Gray T. Rowe Price Retirement 2045 I1 Common Collective Trust | Common Collective Trusts | — | — | $849K | 3.3% | |
| GG TRP RET 2045 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $849K | 3.3% | |
| Fidelity Low-Priced Stocks K6 Mutual Fund | Mutual Funds | — | — | $837K | 3.2% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $664K | 2.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $556K | 2.2% | |
| Great Gray T. Rowe Price Retirement 2025 I1 Common Collective Trust | Common Collective Trusts | — | — | $483K | 1.9% | |
| GG TRP RET 2025 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $483K | 1.9% | |
| Fidelity Government Income Fund Mutual Fund | Mutual Funds | — | — | $459K | 1.8% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $406K | 1.6% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $368K | 1.4% | |
| Great Gray T. Rowe Price Retirement 2035 I1 Common Collective Trust | Common Collective Trusts | — | — | $298K | 1.2% | |
| GG TRP RET 2035 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $298K | 1.2% | |
| Participant Loans Interest rates: 4.25% - 9.50% | Bonds / Notes | — | — | $283K | 1.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $256K | 1.0% | |
| Fidelity Capital & Income Fund Mutual Fund | Mutual Funds | — | — | $121K | 0.5% | |
| Great Gray T. Rowe Price Retirement 2065 I1 Common Collective Trust | Common Collective Trusts | — | — | $113K | 0.4% | |
| GG TRP RET 2065 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $113K | 0.4% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $106K | 0.4% | |
| Pimco Intl BD USSH I Mutual Fund | Mutual Funds | — | — | $95K | 0.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $81K | 0.3% | |
| T. Rowe Price International Discovery Fund Mutual Fund | Other securities | — | — | $76K | 0.3% | |
| Fidelity Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $73K | 0.3% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $69K | 0.3% | |
| Great Gray T. Rowe Price Retirement 2015 I1 Common Collective Trust 167 Great Gray T. Rowe Price Retirement 2020 I1 Common Collective Trust | Common Collective Trusts | — | — | $38K | 0.1% | |
| GG TRP RET 2020 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $38K | 0.1% | |
| American Funds New World Fund R6 Mutual Fund | Mutual Funds | — | — | $38K | 0.1% | |
| GG TRP RET 2005 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| Common Collective Trust Great Gray T. Rowe Price Retirement 2005 I1 Common Collective Trust | Common Collective Trusts | — | — | $15K | <0.1% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $9K | <0.1% | |
| GG TRP RET 2015 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $167 | <0.1% |
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 |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT | $22K | — |
