DAWN Stephens signed Charter Construction, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charter Construction, Inc.'s EIN is 91-1204656.
Download the official 2022 Form 5500 (PDF) for Charter Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Charter Construction, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS | 51-0120742 | — | INVESTMENT MANAGEMENT | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Treasury Bill Money Market | Cash / Money Market | — | $1.8M | $1.7M | 12.2% | |
| Toyota Motor Credit CORP Corporate Bond | Common Stocks | — | $645K | $638K | 4.5% | |
| Canadian Imperial Bank Corporate Bond | Other securities | — | $650K | $636K | 4.5% | |
| Exxon Mobil Corporation Corporate Bond | Common Stocks | — | $640K | $634K | 4.5% | |
| Enterprise Products OPER Corporate Bond | Common Stocks | — | $635K | $633K | 4.5% | |
| Sumitomo Mitsui FINL GRP Corporate Bond | Common Stocks | — | $632K | $632K | 4.4% | |
| General Motors FINL CO Corporate Bond | Common Stocks | — | $575K | $575K | 4.0% | |
| Astrazeneca PLC Corporate Bond | Common Stocks | — | $579K | $569K | 4.0% | |
| Nextera Energy Capital Corporate Bond | Other securities | — | $572K | $568K | 4.0% | |
| Capital One Financial CO Corporate Bond | Common Stocks | — | $562K | $562K | 4.0% | |
| JP Morgan Chase & CO Corporate Bond | Common Stocks | — | $561K | $561K | 3.9% | |
| Bank of America CORP Corporate Bond | Common Stocks | — | $560K | $560K | 3.9% | |
| Toronto-Dominion Bank Corporate Bond | Common Stocks | — | $500K | $500K | 3.5% | |
| Goldman Sachs Group Inc Corporate Bond | Common Stocks | — | $500K | $499K | 3.5% | |
| Liquid Assets Government Fund Cash | Cash / Money Market | — | $277K | $277K | 1.9% | |
| Capital One Financial CO Corporate Bond | Common Stocks | — | $70K | $69K | 0.5% | |
| General Motors FINL CO Corporate Bond | Common Stocks | — | $20K | $20K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
