Michael Fuchs signed Upstate Niagara Cooperative, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upstate Niagara Cooperative, Inc.'s EIN is 16-0845625.
Download the official 2024 Form 5500 (PDF) for Upstate Niagara Cooperative, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upstate Niagara Cooperative, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $64 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.3M | 21.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.9M | 16.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.5M | 13.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 10.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $652K | 6.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $572K | 5.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $518K | 4.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $480K | 4.4% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $257K | 2.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $250K | 2.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $239K | 2.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $204K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $132K | 1.2% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $98K | 0.9% | |
| TROWE PRICE ALLCAP OPPS I | Registered Investment Companies | — | — | $96K | 0.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $95K | 0.9% | |
| TRP INTEGRATED US SC GR EQ I | Registered Investment Companies | — | — | $83K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $75K | 0.7% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $44K | 0.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $38K | 0.3% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $29K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
