DAVE Rebich signed Colwen Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Colwen Management, Inc.'s EIN is 02-0526858.
Download the official 2024 Form 5500 (PDF) for Colwen Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Colwen Management, Inc.'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER/CUSTODIAN | $113K | — |
| NATIONWIDE | 31-4156830 | — | RECORDKEEPER | $6K | — |
| NATIONWIDE RETIREMENT PLANS | 31-4156830 | — | RECORDKEEPER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund As 759,800 units | Common Collective Trusts | — | $760K | $2.6M | 15.8% | |
| Vanguard Target Retirement 2050 Inv 330,054 units | Mutual Funds | — | $330K | $1.1M | 6.8% | |
| Vanguard Target Retirement 2040 Inv 341,356 units | Mutual Funds | — | $341K | $1.1M | 6.6% | |
| Vanguard Mid-Cap Index Fund As 336,111 units | Common Collective Trusts | — | $336K | $791K | 4.9% | |
| Vanguard Target Retirement 2060 Inv 239,128 units | Mutual Funds | — | $239K | $752K | 4.6% | |
| Vanguard Target Retirement 2055 Inv 223,083 units | Mutual Funds | — | $223K | $744K | 4.6% | |
| (GIC) * Nationwide Fixed Select Contract 654,741 units | Guaranteed Income / GIC | — | $655K | $701K | 4.3% | |
| Vanguard Target Retirement 2065 Inv 413,400 units | Mutual Funds | — | $413K | $661K | 4.1% | |
| Vanguard Target Retirement 2045 Inv 194,633 units | Mutual Funds | — | $195K | $641K | 3.9% | |
| Vanguard Target Retirement 2030 Inv 231,564 units | Mutual Funds | — | $232K | $626K | 3.8% | |
| Trowepr Cap App 161,726 units | Other securities | — | $162K | $572K | 3.5% | |
| Pimco Inc Inst 326,004 units | Mutual Funds | — | $326K | $514K | 3.2% | |
| Mfs Intl Divrs R6 458,049 units | Mutual Funds | — | $458K | $475K | 2.9% | |
| Vanguard Target Retirement 2035 Inv 152,780 units | Mutual Funds | — | $153K | $449K | 2.8% | |
| TCW Mtwst Total Return Bond 320,416 units | Other securities | — | $320K | $425K | 2.6% | |
| Vanguard Total Bond Market Ldx Adm 373,629 units | Mutual Funds | — | $374K | $409K | 2.5% | |
| Vanguard Total Intlstkindx Adml 241,409 units | Mutual Funds | — | $241K | $342K | 2.1% | |
| Vanguard Total Stmkt Index Fund As 99,878 units | Common Collective Trusts | — | $100K | $323K | 2.0% | |
| Nw Sm Co Gr Inst Svc 163,422 units | Common Stocks | — | $163K | $304K | 1.9% | |
| Vanguard Target Retirement 2025 Inv 121,564 units | Mutual Funds | — | $122K | $302K | 1.9% | |
| American Funds New World R6 128,607 units | Mutual Funds | — | $129K | $291K | 1.8% | |
| Trowepr Blue Chip Gr 60,997 units | Other securities | — | $61K | $263K | 1.6% | |
| Participant Loans (5.25% to 10.50%) | Bonds / Notes | — | — | $262K | 1.6% | |
| Vanguard Realest Index Adml 152,466 units | Mutual Funds | — | $152K | $251K | 1.5% | |
| Fnkln Small Cap Val Adv 162,417 units | Other securities | — | $162K | $241K | 1.5% | |
| Trowepr Val 128,014 units | Other securities | — | $128K | $230K | 1.4% | |
| American Funds Small Cap Wld R6 46,905 units | Mutual Funds | — | $47K | $154K | 0.9% | |
| Vanguard Target Retirement Inc 83,711 units | Mutual Funds | — | $84K | $142K | 0.9% | |
| American Funds New Prspct R6 40,260 units | Mutual Funds | — | $40K | $129K | 0.8% | |
| Vanguard Small Cap Index Fund As 50,578 units | Common Collective Trusts | — | $51K | $121K | 0.7% | |
| Mfs Mdcap Val R6 36,812 units | Mutual Funds | — | $37K | $70K | 0.4% | |
| Blackrock Infl Prtct Bond K 52,385 units | U.S. Treasuries | — | $52K | $62K | 0.4% | |
| Primecap Odysy Aggr Gr 36,105 units | Mutual Funds | — | $36K | $56K | 0.3% | |
| Vanguard Target Retirement 2020 Inv 21,002 units | Mutual Funds | — | $21K | $47K | 0.3% | |
| Vanguard Wlsly Inc Adml 29,594 units | Mutual Funds | — | $30K | $47K | 0.3% | |
| American Funds Cap Inc Bldr R6 19,271 units | Mutual Funds | — | $19K | $39K | 0.2% | |
| Vanguard Mtrls Index Adml 19,547 units | Mutual Funds | — | $20K | $30K | 0.2% | |
| American Funds Inc Fd Am R6 10,753 units | Mutual Funds | — | $11K | $26K | 0.2% | |
| Dfa Comdty Strat Inst 13,391 units | Mutual Funds | — | $13K | $17K | 0.1% | |
| Fed Hrms Gov Obligation Prmr 8,978 units | Other securities | — | $9K | $10K | <0.1% | |
| Baron Oppr Inst 206 units 656 * Baron Ptnrs Inst 362 units | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2070 Investor class 1,842 units | Mutual Funds | — | $2K | $2K | <0.1% | |
| VNGRD TRGT RTRMT 2070 INV MUTUAL FUND | 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.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | NONE | $77K | — |
