Warren Adams signed Carollo Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carollo Engineers, Inc.'s EIN is 86-0899222.
Download the official 2024 Form 5500 (PDF) for Carollo Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carollo Engineers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $87K | — |
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 Institutional Index | Mutual Funds | — | — | $63.5M | 15.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $32.7M | 8.2% | |
| T. Rowe Price Institutional Large Cap Growth | Other securities | — | — | $30.5M | 7.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $22.8M | 5.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $22.3M | 5.6% | |
| Fidelity Brokerage Link Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $22.2M | 5.6% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $21.4M | 5.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $18.3M | 4.6% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $18.0M | 4.5% | |
| Dodge and Cox Stock Fund | Mutual Funds | — | — | $16.1M | 4.0% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $14.8M | 3.7% | |
| Dodge and Cox Income Fund | Mutual Funds | — | — | $9.6M | 2.4% | |
| JP Morgan Mid Cap Value Fund | Other securities | — | — | $9.6M | 2.4% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.6M | 2.2% | |
| First Eagle First Eagle Overseas Fund R6 | Other securities | — | — | $8.4M | 2.1% | |
| Artisan Mid Cap Fund Class Institutional | Other securities | — | — | $8.2M | 2.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $7.8M | 2.0% | |
| Vanguard Extended Market Index Fund Institutional | Common Collective Trusts | — | — | $7.5M | 1.9% | |
| Vanguard Small Cap Growth Index Fund Institutional | Common Collective Trusts | — | — | $7.1M | 1.8% | |
| Vanguard Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $6.3M | 1.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.1M | 1.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $5.6M | 1.4% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $5.6M | 1.4% | |
| American Funds EuroPacific R6 Funds | Mutual Funds | — | — | $5.6M | 1.4% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $4.2M | 1.1% | |
| DFA Emerging Market IDX | Common Collective Trusts | — | — | $4.0M | 1.0% | |
| Stable Value Fund * Fidelity Managed Income Portfolio Class 2 | Stable Value | — | — | $3.4M | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.4M | 0.9% | |
| Vanguard Inflation-Protected Securities Admiral | Mutual Funds | — | — | $2.9M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $164K | <0.1% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
