Mark Rock signed Calportland Construction's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calportland Construction's EIN is 95-2255065.
Download the official 2024 Form 5500 (PDF) for Calportland Construction from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calportland Construction's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $4K | — |
| FIDELITY INVTMNTS INSTITTNL OPS LLC | 04-2647786 | — | RECORDKEEPER | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vang Target Ret 2040 Mutual Fund | Other securities | — | — | $3.7M | 24.7% | |
| Vang Target Ret 2035 Mutual Fund | Other securities | — | — | $2.4M | 16.2% | |
| Vang Target Ret 2045 Mutual Fund | Other securities | — | — | $1.7M | 11.3% | |
| Vang Target Ret 2030 Mutual Fund | Other securities | — | — | $1.4M | 9.0% | |
| Vang Target Ret 2025 Mutual Fund | Other securities | — | — | $1.1M | 7.0% | |
| Vang Target Ret 2020 Mutual Fund | Other securities | — | — | $727K | 4.8% | |
| Vang Target Ret 2050 Mutual Fund | Other securities | — | — | $726K | 4.8% | |
| Vanguard Inst Index Mutual Fund | Mutual Funds | — | — | $539K | 3.6% | |
| Vang Target Ret 2060 Mutual Fund | Other securities | — | — | $504K | 3.3% | |
| Vang VMMR-Fed Mmkt Interest-bearing Cash | Cash / Money Market | — | — | $474K | 3.1% | |
| Vang Target Ret Inc Mutual Fund | Common Stocks | — | — | $305K | 2.0% | |
| Vang Target Ret 2055 Mutual Fund | Other securities | — | — | $285K | 1.9% | |
| Vang Primecap Adm Mutual Fund | Mutual Funds | — | — | $276K | 1.8% | |
| Vang Wellington Adm Mutual Fund | Other securities | — | — | $215K | 1.4% | |
| Vang Ret Sav Tr III Collective Investment Trust | Common Collective Trusts | — | — | $186K | 1.2% | |
| VANGUARD RETIREMT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022 | Common Collective Trust | — | — | $186K | 1.2% | |
| Vang Intl Growth Adm Mutual Fund | Other securities | — | — | $175K | 1.2% | |
| Vang Midcap Idx Inst Mutual Fund | Common Collective Trusts | — | — | $152K | 1.0% | |
| Vang Target Ret 2065 Mutual Fund | Other securities | — | — | $81K | 0.5% | |
| Vang Tot Bd Mkt Inst Mutual Fund | Other securities | — | — | $50K | 0.3% | |
| Vang Sm Cap Idx Inst Mutual Fund | Common Collective Trusts | — | — | $35K | 0.2% | |
| Vang Tot Intl Stk Ad Mutual Fund | Other securities | — | — | $33K | 0.2% | |
| Vang Real Est Idx Adm Mutual Fund | Common Collective Trusts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
