Chantal BRAY signed Cooperative Banks Employees Retirement Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cooperative Banks Employees Retirement Association's EIN is 04-6035593.
Download the official 2024 Form 5500 (PDF) for Cooperative Banks Employees Retirement Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cooperative Banks Employees Retirement Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $244K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP BLUE CHIP GROWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $120.5M | 14.8% | |
| TRP RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $84.9M | 10.4% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $75.2M | 9.2% | |
| TRP RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $63.1M | 7.8% | |
| TRP RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $60.5M | 7.4% | |
| TRP RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $48.8M | 6.0% | |
| Fidelity 235,576 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $48.1M | 5.9% | |
| TRP RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $46.4M | 5.7% | |
| TRP EQUITY INCOME TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 011 | Common Collective Trust | — | — | $44.3M | 5.4% | |
| TRP RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $32.4M | 4.0% | |
| T. Rowe Price 2,678,885 Spectrum Income Fund | Other securities | — | — | $29.9M | 3.7% | |
| TRP RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $28.1M | 3.5% | |
| Dimensional Fund Advisors 443,702 DFA US Small Cap Inst | Mutual Funds | — | — | $21.7M | 2.7% | |
| TRP RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $20.0M | 2.5% | |
| MFS INTERNATIONAL EQUITY CL 6A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $19.7M | 2.4% | |
| TRP U.S. MID-CAP GRWTH EQUITY TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2425738 / PN 001 | Common Collective Trust | — | — | $13.6M | 1.7% | |
| TRP RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $11.4M | 1.4% | |
| TRP RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $9.9M | 1.2% | |
| with maturity in one month to fourteen years | Other securities | — | — | $9.4M | 1.2% | |
| Charles Schwab Bank Self directed brokerage accounts | Self-Directed Brokerage | — | — | $8.7M | 1.1% | |
| TRP RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $7.6M | 0.9% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.7% | |
| TRP RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.2% | |
| TRP RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.2% | |
| T. Rowe Price 474,575 Government Money Fund | Other securities | — | — | $475K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WOBURN, MA |
| NONE |
| $135K |
| — |
| WOLF & COMPANY, P.C. | — | BOSTON, MA | NONE | $58K | — |
| AGILIS PARTNERS LLC | — | WALTHAM, MA | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $889 | — |
