Sherry Middendorf signed Coastline Elderly Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coastline Elderly Services, Inc.'s EIN is 04-2622121.
Download the official 2023 Form 5500 (PDF) for Coastline Elderly Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Coastline Elderly Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Unallocated Insurance Contracts * Empower Retirement GLA FIXED ACCOUNT | Other securities | — | — | $711K | 12.2% | |
| T ROWE PRICE RETIREMENT 2050 I Mutual Fund | Mutual Funds | — | — | $554K | 9.5% | |
| T ROWE PRICE RETIREMENT 2030 I Mutual Fund | Mutual Funds | — | — | $497K | 8.5% | |
| T ROWE PRICE RETIREMENT 2035 I Mutual Fund | Mutual Funds | — | — | $359K | 6.1% | |
| T ROWE PRICE RETIREMENT 2045 I Mutual Fund | Mutual Funds | — | — | $353K | 6.0% | |
| INVESCO DIVERSIFIED DIVIDEND A Mutual Fund ** 2 ISHARES RUSSELL 1000 LARGE-CAP INDEX K Mutual Fund | Common Collective Trusts | — | — | $332K | 5.7% | |
| JP MORGAN MID CAP GROWTH R4 Mutual Fund ** 1 JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | Other securities | — | — | $289K | 4.9% | |
| T ROWE PRICE RETIREMENT 2020 I Mutual Fund | Mutual Funds | — | — | $271K | 4.6% | |
| TIAA CREF INFLATION LINK BD ADVISOR Mutual Fund ** 3 VANGUARD ENERGY INDEX ADM Mutual Fund | Mutual Funds | — | — | $260K | 4.4% | |
| T ROWE PRICE RETIREMENT 2025 I Mutual Fund | Mutual Funds | — | — | $258K | 4.4% | |
| MFS RESEARCH INTERNATIONAL R6 Mutual Fund | Mutual Funds | — | — | $225K | 3.8% | |
| PUTNAM LARGE CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $183K | 3.1% | |
| T ROWE PRICE RETIREMENT 2010 I Mutual Fund | Mutual Funds | — | — | $173K | 3.0% | |
| T ROWE PRICE RETIREMENT 2055 I Mutual Fund | Mutual Funds | — | — | $160K | 2.7% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 Mutual Fund | Mutual Funds | — | — | $132K | 2.3% | |
| T ROWE PRICE RETIREMENT 2040 I Mutual Fund | Mutual Funds | — | — | $131K | 2.2% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund | Mutual Funds | — | — | $119K | 2.0% | |
| T ROWE PRICE RETIREMENT 2015 I Mutual Fund | Mutual Funds | — | — | $100K | 1.7% | |
| JPMORGAN MID CAP GROWTH R6 Mutual Fund | Other securities | — | — | $99K | 1.7% | |
| AMERICAN FUNDS EUROPACIFIC GR R3 Mutual Fund ** 2 AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | Mutual Funds | — | — | $87K | 1.5% | |
| MFS MID CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $84K | 1.4% | |
| T. ROWE PRICE INTEGRATED US SM GR EQ I Mutual Fund | Other securities | — | — | $76K | 1.3% | |
| Participant Loans 4.25% - 9.50% - | Bonds / Notes | — | — | $70K | 1.2% | |
| Registered Investment Companies AMERICAN CENTURY SMALL CAP VALUE R6 Mutual Fund | Other securities | — | — | $64K | 1.1% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Mutual Fund | Other securities | — | — | $49K | 0.8% | |
| PGIM HIGH-YIELD A Mutual Fund ** 1 PGIM HIGH-YIELD R6 Mutual Fund | Other securities | — | — | $26K | 0.4% | |
| PGIM GLOBAL TOTAL RETURN R6 Mutual Fund | Other securities | — | — | $26K | 0.4% | |
| T ROWE PRICE RETIREMENT 2060 I Mutual Fund | Mutual Funds | — | — | $23K | 0.4% | |
| T ROWE PRICE RETIREMENT 2005 I Mutual Fund | Mutual Funds | — | — | $22K | 0.4% | |
| PGIM TOTAL RETURN BOND A Mutual Fund ** 7 PIMCO REAL RETURN INSTL Mutual Fund | Mutual Funds | — | — | $20K | 0.3% | |
| ISHARES RUSSELL MID-CAP INDEX K Mutual Fund | Other securities | — | — | $18K | 0.3% | |
| JANUS HENDERSON BALANCED N Mutual Fund | Mutual Funds | — | — | $17K | 0.3% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K Mutual Fund | Common Collective Trusts | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WALTHAM, MA |
| INVESTMENT ADVISOR |
| $11K |
| — |
