Sofia Ruales signed Coaction Specialty Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coaction Specialty Management Company's EIN is 13-2511244.
Download the official 2024 Form 5500 (PDF) for Coaction Specialty Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coaction Specialty Management Company's plan includes a 401(k) feature, ERISA 404(c) participant direction.
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 | -$15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Fidelity Contrafund K | Mutual Funds | — | — | $9.9M | 14.4% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $8.0M | 11.6% | |
| Fidelity Management Fidelity Freedom 2050 K | Mutual Funds | — | — | $7.1M | 10.3% | |
| Fidelity Management Fidelity Freedom 2045 K | Mutual Funds | — | — | $5.9M | 8.5% | |
| Fidelity Management Fidelity Freedom 2040 K | Mutual Funds | — | — | $5.6M | 8.1% | |
| Fidelity Management Fidelity Freedom 2035 K | Mutual Funds | — | — | $4.6M | 6.7% | |
| Fidelity Management Fidelity Freedom 2030 K | Mutual Funds | — | — | $3.9M | 5.7% | |
| Fidelity Management Fidelity Freedom 2055 K | Mutual Funds | — | — | $3.4M | 4.9% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.4M | 3.4% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.6% | |
| MassMutual Midcap Growth - Class I | Other securities | — | — | $1.6M | 2.3% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.9% | |
| Fund -DC - Non-Lending Tier Four Great Gray Trust Large Cap Value CIT Class CT | Common Collective Trusts | — | — | $1.3M | 1.8% | |
| Fidelity Management Fidelity Freedom 2060 K | Mutual Funds | — | — | $1.2M | 1.7% | |
| Loomis Sayles Small Cap Growth - Class N | Other securities | — | — | $1.2M | 1.7% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.2M | 1.7% | |
| Great Gray Trust Mid Cap Value Fund CT | Other securities | — | — | $1.1M | 1.6% | |
| Northern Trust Extended Equity Market Index Fund - DC - Non- | Common Collective Trusts | — | — | $1.0M | 1.5% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $1.0M | 1.5% | |
| Lending - Tier Four Northern Trust Aggregate Bond Index Fund -Non-Lending - Tier | Common Collective Trusts | — | — | $950K | 1.4% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $950K | 1.4% | |
| Fidelity Management Fidelity Freedom 2020 K | Mutual Funds | — | — | $866K | 1.3% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $850K | 1.2% | |
| Four Northern Trust All Country World ex-US Investable Market Index | Other securities | — | — | $848K | 1.2% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $848K | 1.2% | |
| Fidelity Management Fidelity Freedom Inc K | Mutual Funds | — | — | $847K | 1.2% | |
| Notes receivable from participants Maturity dates through 2033 and interest rates | Other securities | — | — | $618K | 0.9% | |
| Fidelity Management Fidelity Freedom 2065 K | Mutual Funds | — | — | $504K | 0.7% | |
| Fidelity Management Fidelity Freedom 2010 K | Mutual Funds | — | — | $73K | 0.1% | |
| Fidelity Management Fidelity Freedom 2015 K | Mutual Funds | — | — | $25K | <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 |
|---|---|---|---|---|---|
| WITHUMSMITH+BROW, PC | 22-2027092 | — | ACCOUNTANT/AUDITOR | $16K | — |
