RON W Hagan signed Cobalt Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cobalt Credit Union's EIN is 04-7036486.
Download the official 2024 Form 5500 (PDF) for Cobalt Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cobalt Credit Union'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $70K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROVE POINT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $3.2M | 16.4% | |
| American Funds American Funds 2030 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $2.9M | 14.9% | |
| American Funds American Funds 2025 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $2.8M | 14.1% | |
| American Funds American Funds 2050 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $1.7M | 8.8% | |
| American Funds American Funds 2020 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $1.1M | 5.7% | |
| American Funds American Funds 2045 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $1.0M | 5.2% | |
| American Funds American Funds 2035 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $959K | 4.9% | |
| American Funds American Funds 2055 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $915K | 4.7% | |
| SSGA RUSSELL LC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $912K | 4.7% | |
| STATE STREET SANDP 500 INDEX K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $863K | 4.4% | |
| American Funds American Funds 2015 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $383K | 2.0% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $335K | 1.7% | |
| American Funds American Funds New Perspective R6 N/A | Mutual Funds | — | — | $282K | 1.4% | |
| State Street Global Advisors SSgA International Index Fund Class C N/A | Common Collective Trusts | — | — | $254K | 1.3% | |
| STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $254K | 1.3% | |
| SSGA SANDP MIDCAP INDEX FUND CLASS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $246K | 1.3% | |
| Notes receivable from Maturing from January 2025 through January participants 2031 at interest rates of 4.25% - 9.50% N/A | Bonds / Notes | — | — | $240K | 1.2% | |
| SSGA RUSSELL SMALL CAP INDEX FD CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $229K | 1.2% | |
| SSGA RUSSELL LC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 226 | Common Collective Trust | — | — | $198K | 1.0% | |
| American Funds American Funds 2060 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $194K | 1.0% | |
| SSGA U.S. BOND INDEX FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $193K | 1.0% | |
| American Funds American Funds 2065 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $139K | 0.7% | |
| American Century Investments American Century Mid Cap Value R6 N/A | Other securities | — | — | $117K | 0.6% | |
| American Funds American Funds 2010 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $103K | 0.5% | |
| STATE STREET REIT INDEX NL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 229 | Common Collective Trust | — | — | $101K | 0.5% | |
| Fidelity Emerging Markets Index N/A | Mutual Funds | — | — | $86K | 0.4% | |
| SSGA US INFLATION PROTECTED BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $54K | 0.3% | |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $15K | <0.1% | |
| MFS Mid Cap Growth R6 N/A | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds American Funds Bond Fund of Amer R6 N/A | Mutual Funds | — | — | $10K | <0.1% | |
| AllianceBernstein AB Small Cap Growth Z N/A | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ROCKVILLE, MD |
| INVESTMENT ADVISOR |
| $64K |
| — |
