Cindy Birnbaum signed COGO Labs' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
COGO Labs' EIN is 20-3111576.
Download the official 2024 Form 5500 (PDF) for COGO Labs from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)COGO Labs' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $1.0M | $1.6M | 24.7% | |
| STATE ST TR 2060 K | Other securities | — | $670K | $649K | 9.9% | |
| FID BLUE CHIP GR K6 | Mutual Funds | — | $382K | $492K | 7.5% | |
| STATE ST TR 2055 K | Other securities | — | $475K | $445K | 6.8% | |
| STATE ST TR 2050 K | Other securities | — | $402K | $373K | 5.7% | |
| STATE ST TR 2025 K | Other securities | — | $388K | $348K | 5.3% | |
| FID INTL INDEX | Mutual Funds | — | $276K | $312K | 4.8% | |
| STATE ST TR 2035 K | Other securities | — | $275K | $260K | 4.0% | |
| CRLN E MID CAP GR R6 | Other securities | — | $313K | $242K | 3.7% | |
| FID MID CAP IDX | Common Collective Trusts | — | $158K | $224K | 3.4% | |
| STATE ST TR 2030 K | Other securities | — | $198K | $179K | 2.7% | |
| INVS GLOBAL A | Other securities | — | $159K | $165K | 2.5% | |
| FID SM CAP IDX | Common Collective Trusts | — | $121K | $157K | 2.4% | |
| VANG LIFEST MOD GRTH | Other securities | — | $144K | $134K | 2.0% | |
| FID LOW-PRICED ST K6 | Mutual Funds | — | $139K | $133K | 2.0% | |
| FID US BOND IDX | Common Collective Trusts | — | $139K | $128K | 2.0% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $67K | $113K | 1.7% | |
| STATE ST TR 2040 K | Other securities | — | $125K | $113K | 1.7% | |
| STATE ST TR INC K | Common Stocks | — | $63K | $56K | 0.9% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $60K | $49K | 0.7% | |
| FID REAL ESTATE IDX | Common Collective Trusts | — | $45K | $47K | 0.7% | |
| BLKRK GLOBAL ALLOC A | Other securities | — | $46K | $44K | 0.7% | |
| NATIXIS AEW GF RE Y | Other securities | — | $44K | $37K | 0.6% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $30K | $37K | 0.6% | |
| FID TOTAL BOND K6 | Mutual Funds | — | $41K | $36K | 0.6% | |
| STATE ST TR 2065 K | Other securities | — | $29K | $33K | 0.5% | |
| AM CENT SM CAP GR R6 | Other securities | — | $37K | $32K | 0.5% | |
| STATE ST TR 2045 K | Other securities | — | $26K | $26K | 0.4% | |
| VANG VMMR-FED MMKT | Other securities | — | $13K | $13K | 0.2% | |
| PUTN LG CAP VAL R6 | Other securities | — | $12K | $13K | 0.2% | |
| FID INTL SM CAP OPP | Mutual Funds | — | $7K | $8K | 0.1% | |
| FID INTM TR BD IDX | Common Collective Trusts | — | $7K | $6K | <0.1% | |
| BWG GLB OPP BOND A | Other securities | — | $7K | $5K | <0.1% | |
| STATE ST TR 2020 K | Other securities | — | $5K | $4K | <0.1% | |
| AF NEW WORLD R6 | Other securities | — | $4K | $3K | <0.1% | |
| FID NEW MARKETS INC | Mutual Funds | — | $3K | $3K | <0.1% | |
| BR COMMODITY STRAT K | Other securities | — | $842 | $743 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
