David Jolin signed Commodore Builders LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commodore Builders LLC's EIN is 84-3957331.
Download the official 2024 Form 5500 (PDF) for Commodore Builders LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commodore Builders LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | OTHER SERVICES | $0 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group, Inc. Vang Growth Idx Adm | Common Collective Trusts | — | — | $6.2M | 17.7% | |
| Vanguard Group, Inc. Vang 500 Index Adm | Common Collective Trusts | — | — | $2.9M | 8.4% | |
| Vanguard Group, Inc. Vang Target Ret 2040 | Mutual Funds | — | — | $2.9M | 8.2% | |
| Vanguard Group, Inc. Vang Target Ret 2045 | Mutual Funds | — | — | $2.5M | 7.1% | |
| MFS Growth Fund Mfs Global Growth R6 | Mutual Funds | — | — | $2.0M | 5.7% | |
| Vanguard Group, Inc. Vang Midcap Idx Adm | Common Collective Trusts | — | — | $1.6M | 4.6% | |
| Vanguard Group, Inc. Vang Target Ret 2060 | Mutual Funds | — | — | $1.4M | 4.0% | |
| Vanguard Group, Inc. Vang Target Ret 2035 | Mutual Funds | — | — | $1.4M | 3.9% | |
| Vanguard Group, Inc. Vang Bal Index Adm | Mutual Funds | — | — | $1.4M | 3.9% | |
| JPMorgan Chase & Co. JPM Core Plus Bnd R6 | Common Stocks | — | — | $1.3M | 3.8% | |
| Vanguard Group, Inc. Vang Sm Cap Idx Adm | Common Collective Trusts | — | — | $1.3M | 3.8% | |
| Vanguard Group, Inc. Vang Target Ret 2055 | Mutual Funds | — | — | $1.2M | 3.4% | |
| Vanguard Group, Inc. Vang Target Ret 2050 | Mutual Funds | — | — | $1.2M | 3.4% | |
| Janus Henderson Enterprise Fund J H Enterprise N | Mutual Funds | — | — | $1.2M | 3.3% | |
| Vanguard Group, Inc. Vang Target Ret 2030 | Mutual Funds | — | — | $1.1M | 3.2% | |
| Vanguard Group, Inc. Vang Target Ret 2025 | Mutual Funds | — | — | $780K | 2.2% | |
| Neuberger Berman Large Cap Value Fund R6 NB Lg Cap Value R6 | Other securities | — | — | $731K | 2.1% | |
| Vanguard Group, Inc. Vang Target Ret 2065 | Mutual Funds | — | — | $645K | 1.8% | |
| Victory Sycamore Established Value R6 Victory S Est Val R6 | Other securities | — | — | $626K | 1.8% | |
| PIMCO Income Fund Pimco Income Inst | Mutual Funds | — | — | $399K | 1.1% | |
| DFA US Targeted Value DFA US Target Val I | Mutual Funds | — | — | $355K | 1.0% | |
| Putnam Small Cap Growth R6 Putnam Sm Cap Gr R6 | Mutual Funds | — | — | $318K | 0.9% | |
| Vanguard Group, Inc. Vang Vmmr-Fed Mmkt | Mutual Funds | — | — | $313K | 0.9% | |
| Vanguard Group, Inc. Vang Dev Mkt Idx Adm | Common Collective Trusts | — | — | $311K | 0.9% | |
| DFA US Targeted Value DFA Emerging Mkts I | Mutual Funds | — | — | $274K | 0.8% | |
| Lord Abbett Total Return R6 Ld Abt Sh Dtn inc R6 | Mutual Funds | — | — | $266K | 0.8% | |
| maturing on various dates through October 2029 | Other securities | — | — | $220K | 0.6% | |
| Vanguard Group, Inc. Vang Target Ret 2020 | Mutual Funds | — | — | $98K | 0.3% | |
| Blackrock, Inc. Blkrk Infl Pro Bd K | Common Stocks | — | — | $87K | 0.2% | |
| Voya Financial, Inc. Voya Fixed Account | Common Stocks | — | — | $43K | 0.1% | |
| MAP CONTRACT SEPARATE ACCOUNT D ING LIFE INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $43K | 0.1% | |
| Vanguard Group, Inc. Vang Target Ret inc | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $28K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $27K | — |
