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Original filing (PDF)20250722135119NAL0001273107001
COFACE NORTH AMERICA INSURANCE COMPANY
Form 5500
FILING_RECEIVED
COFACE U. S. GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
258
Accounts w/ balance
328
Plan assets (EOY)
$40.2M
Net assets (EOY)
$40.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COFACE NORTH AMERICA INSURANCE COMPANY.
Plan sponsor
Name
COFACE NORTH AMERICA INSURANCE COMPANY
EIN
20-0527783
Address
600 COLLEGE ROAD EAST · SUITE 1110 · PRINCETON, NJ · 08540
Phone
(609) 469-0541
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | NONE | $56K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $38K | — |
| PKF O'CONNOR DAVIES | 27-1728945 | — | NONE | $20K | — |
Investments
31 direct securities · 1 pooled fund· $39.9M(99% of reported assets)
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.
Uncategorized
$34.0M
30 holdings
Mutual Funds
$4.9M
1 holding
Common Collective Trust
$944K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES / UNITS * VANGUARD 500 INDEX INV | Mutual Funds | — | $9K | $4.9M | 12.2% | |
| VANGUARD TARGET RETIREMENT 2030 | — | — | $108K | $4.1M | 10.2% | |
| TRP BLUE CHIP GROWTH FUND | — | — | $21K | $3.9M | 9.7% | |
| VANGUARD TARGET RETIREMENT 2040 | — | — | $77K | $3.3M | 8.2% | |
| VANGUARD TARGET RETIREMENT 2035 | — | — | $133K | $3.2M | 7.9% | |
| VANGUARD TARGET RETIREMENT 2050 | — | — | $47K | $2.3M | 5.8% | |
| VANGUARD TARGET RETIREMENT 2020 | — | — | $86K | $2.3M | 5.7% | |
| VANGUARD TARGET RETIREMENT 2045 | — | — | $68K | $2.0M | 5.0% | |
| AMERICAN FUNDS INV CO AMRCA R6 | — | — | $27K | $1.6M | 3.9% | |
| VANGUARD TARGET RETIREMENT 2025 | — | — | $84K | $1.6M | 3.9% | |
| VANGUARD MIDCAP INDEX FUND ADM | — | — | $3K | $1.0M | 2.6% | |
| VOYA MDCP OP FD CLASS 1 | — | — | $39K | $983K | 2.4% | |
| VFTC RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | $944K | $944K | 2.3% | |
| VANGUARD TARGET RETIREMENT 2055 | — | — | $16K | $872K | 2.2% | |
| AFEUROPACGROWTH R-6CLASS | — | — | $14K | $766K | 1.9% | |
| VANGUARD TARGET RETIREMENT 2060 | — | — | $14K | $729K | 1.8% | |
| PMCO DIVERSIFIED INCOME | — | — | $58K | $558K | 1.4% | |
| VANGUARD TARGET RETIRE INCOME | — | — | $42K | $555K | 1.4% | |
| UNDISC MANAGERS BEHAVIOR VAL R6 | — | — | $6K | $538K | 1.3% | |
| AF NEW PERSPECT FUND R6 | — | — | $7K | $432K | 1.1% | |
| PIMCO TOTAL RETURN BOND | — | — | $48K | $406K | 1.0% | |
| MFSINTERNEWDIS CLASS R6 | — | — | $14K | $406K | 1.0% | |
| MFS VALUE FUND CLASS R6 | — | — | $8K | $378K | 0.9% | |
| VANGUARD TOTAL BOND MKT INDEX | — | — | $39K | $374K | 0.9% | |
| VANGUARD SELECT VALUE FUND | — | — | $14K | $373K | 0.9% | |
| VANGUARD SM-CAP INDEX FUND INV | — | — | $2K | $265K | 0.7% | |
| LS SM CAP GRO INST CLASS | — | — | $8K | $221K | 0.6% | |
| BLACKROCK INFL PROTECTED BND | — | — | $22K | $215K | 0.5% | |
| CAUSEWAY EMER MARKETS INST | — | — | $19K | $206K | 0.5% | |
| VANGUARD TOTAL INT'L STK INDEX | — | — | $11K | $199K | 0.5% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS * Self Directed Brokerage Fund 3 MONEY MARKET FUND * Vanguard Cash Reserves Federal Money Market Fund Admiral | — | — | $120K | $120K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2065 | — | — | $3K | $99K | 0.2% |