Eric Coffelt signed Board of Trustees, Cement Masons and Plasterers 401(k) Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Cement Masons and Plasterers 401(k) Trust's EIN is 88-3678189.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Cement Masons and Plasterers 401(k) Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Cement Masons and Plasterers 401(k) Trust's plan includes a 401(k) feature, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL ADVISORS, LLC | 20-4284376 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WPAS, INC | 91-1363171 | — | NONE | $142K | — |
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 TARGET RET 2040 INST | Mutual Funds | — | — | $2.9M | 16.5% | |
| Vanguard TARGET RET 2045 INST | Mutual Funds | — | — | $2.5M | 14.0% | |
| Vanguard TARGET RET 2050 INST | Mutual Funds | — | — | $2.3M | 13.0% | |
| Vanguard TARGET RET 2035 INST | Mutual Funds | — | — | $2.2M | 12.3% | |
| Vanguard TARGET RET 2030 INST | Mutual Funds | — | — | $1.7M | 9.7% | |
| Vanguard TARGET RET 2055 INST | Mutual Funds | — | — | $1.5M | 8.4% | |
| Vanguard TARGET RET 2025 INST | Mutual Funds | — | — | $1.3M | 7.2% | |
| Vanguard TARGET RET 2020 INST | Mutual Funds | — | — | $699K | 4.0% | |
| Vanguard TARGET RET 2060 INST | Mutual Funds | — | — | $689K | 3.9% | |
| Vanguard TARGET RET INC INST | Mutual Funds | — | — | $488K | 2.8% | |
| Dodge & Cox DODGE & COX INCOME FUND 243 Fidelity 500 INDEX INSTL | Common Collective Trusts | — | — | $126K | 0.7% | |
| Vanguard GROWTH INDEX FUND | Common Collective Trusts | — | — | $92K | 0.5% | |
| Vanguard TARGET RET 2070 | Mutual Funds | — | — | $88K | 0.5% | |
| JPMorgan LARGE CAP GROWTH | Other securities | — | — | $43K | 0.2% | |
| Vanguard EQUITY-INCOME ADM | Mutual Funds | — | — | $43K | 0.2% | |
| Vanguard TARGET RET 2065 INST | Mutual Funds | — | — | $17K | <0.1% | |
| Loomis Sayles LOOMIS SAYLES CORE PLUS BD FD 243 Metro West METRO WEST TOTAL RETURN 487 PIMCO REAL RETURN INSTL | Mutual Funds | — | — | $13K | <0.1% | |
| Cohen & Steers COHEN & STEERS INSTL REALTY | Other securities | — | — | $10K | <0.1% | |
| Vanguard EXPLORER ADM | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity TOTAL MARKET IDX | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity TOTAL INTL INDEX INSTL | Mutual Funds | — | — | $6K | <0.1% | |
| T. ROWE PRICE STABLE VALUE CM TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $4K | $4K | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH | Mutual Funds | — | — | $2K | <0.1% | |
| Dodge & Cox DODGE & COX INT'L STOCK FUND | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity US BOND INDEX INSTL | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $135K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $23K | — |
| BARLOW,COUGHRAN,MORALES,& JOSEPHSON | 91-0889948 | — | NONE | $23K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $10K | — |
| MILLIMAN | 91-0675641 | — | NONE | $8K | — |
