David Curley signed Cogeco US Finance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cogeco US Finance, LLC's EIN is 20-0226936.
Download the official 2024 Form 5500 (PDF) for Cogeco US Finance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cogeco US Finance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | RECORDKEEPER | $309K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Lifetime 2040 N/R | Mutual Funds | — | — | $19.1M | 20.4% | |
| MFS Lifetime 2030 N/R | Mutual Funds | — | — | $12.9M | 13.7% | |
| Fidelity 500 N/R | Mutual Funds | — | — | $7.7M | 8.2% | |
| MFS Lifetime 2050 N/R | Mutual Funds | — | — | $6.6M | 7.1% | |
| Guaranteed Interest Contract * Lincoln Financial Group Trust Lincoln Stable Value Account N/R | Stable Value | — | — | $6.0M | 6.3% | |
| Mainstay Winslow Mainstay Large Cap Growth N/R | Other securities | — | — | $5.2M | 5.6% | |
| Columbia Seligman Columbia Seligman C&I N/R | Other securities | — | — | $5.0M | 5.3% | |
| Principal Financial Group Principal MidCap S&P 400 N/R | Common Stocks | — | — | $4.6M | 4.9% | |
| MFS Value CL R6 N/R | Mutual Funds | — | — | $4.0M | 4.2% | |
| MFS Lifetime 2060 N/R | Mutual Funds | — | — | $2.6M | 2.8% | |
| Vanguard International Growth N/R | Mutual Funds | — | — | $2.5M | 2.6% | |
| Participant Loans Interest rates: 3.25% - 9.50% $0 | Bonds / Notes | — | — | $2.4M | 2.5% | |
| Fidelity Emerging Markets K N/R | Mutual Funds | — | — | $2.4M | 2.5% | |
| Western Asset Western Asset Core Plus Bond N/R | Other securities | — | — | $2.4M | 2.5% | |
| Company Mutual Funds American Century American Century Mid Cap Value N/R | Common Stocks | — | — | $1.9M | 2.0% | |
| MFS Lifetime Retirement Income N/R | Mutual Funds | — | — | $1.8M | 1.9% | |
| Janus Henderson Janus Enterprise CL N/R | Mutual Funds | — | — | $1.7M | 1.8% | |
| MFS Conservative Allocation N/R | Mutual Funds | — | — | $1.6M | 1.7% | |
| Lord Abbett Lord Abbett Developing Growth N/R | Mutual Funds | — | — | $1.3M | 1.4% | |
| Vanguard Small Cap Index N/R | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity Bond N/R | Mutual Funds | — | — | $966K | 1.0% | |
| Vanguard International Bond N/R | Mutual Funds | — | — | $98K | 0.1% | |
| Fidelity International Index N/R | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
