Cecile Standridge signed Carpenters Southwest Administrative Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carpenters Southwest Administrative Corp.'s EIN is 95-3687194.
Download the official 2024 Form 5500 (PDF) for Carpenters Southwest Administrative Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carpenters Southwest Administrative Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $947K | 14.6% | |
| FID 500 INDEX Registered Investment Companies N/A | Common Collective Trusts | — | — | $716K | 11.0% | |
| VANG GROWTH IDX ADM Registered Investment Companies N/A | Common Collective Trusts | — | — | $552K | 8.5% | |
| FID FDM IDX 2025 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $517K | 8.0% | |
| FID FDM IDX 2055 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $462K | 7.1% | |
| FID FDM IDX 2040 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $427K | 6.6% | |
| FID FDM IDX 2050 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $409K | 6.3% | |
| FID FDM IDX 2035 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $384K | 5.9% | |
| FID FDM IDX 2020 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $314K | 4.8% | |
| FID FDM IDX 2060 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $254K | 3.9% | |
| VANG EQUITY INC ADM Registered Investment Companies N/A | Common Stocks | — | — | $207K | 3.2% | |
| FID FDM IDX 2030 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $193K | 3.0% | |
| VANG SM CAP IDX ADM Registered Investment Companies N/A | Common Collective Trusts | — | — | $165K | 2.5% | |
| VANGUARD INTL GROWTH Registered Investment Companies N/A | Mutual Funds | — | — | $142K | 2.2% | |
| J H ENTERPRISE N Registered Investment Companies N/A | Other securities | — | — | $138K | 2.1% | |
| Notes Receivable from Participants Participant note receivables at prime rate plus 1% 4.25% - 7.25% | Bonds / Notes | — | $131K | $131K | 2.0% | |
| VICTORY S SM CO OP I Registered Investment Companies N/A | Common Stocks | — | — | $93K | 1.4% | |
| VICTORY S EST VAL R6 Registered Investment Companies N/A | Other securities | — | — | $93K | 1.4% | |
| FID FDM IDX 2065 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $80K | 1.2% | |
| VANG MIDCAP IDX ADM Registered Investment Companies N/A | Common Collective Trusts | — | — | $72K | 1.1% | |
| PIMCO INCOME INST Registered Investment Companies N/A | Mutual Funds | — | — | $68K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $60K | 0.9% | |
| VAN REAL EST IDX ADM Registered Investment Companies N/A | Common Collective Trusts | — | — | $36K | 0.6% | |
| FID FDM IDX 2015 IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $18K | 0.3% | |
| PGIM TOTAL RTN BD Z Registered Investment Companies N/A | Other securities | — | — | $8K | 0.1% | |
| FID FDM IDX INC IPR Registered Investment Companies N/A | Common Collective Trusts | — | — | $6K | <0.1% | |
| AF NEW WORLD R6 Registered Investment Companies N/A | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
