Diane Sauder signed Coherent Technical Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coherent Technical Services, Inc.'s EIN is 20-3557917.
Download the official 2024 Form 5500 (PDF) for Coherent Technical Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coherent Technical Services, Inc.'s 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | 99-2539506 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
| GLOBAL RETIREMENT PARTNERS |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $3.6M | 14.0% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $3.6M | 13.9% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $2.4M | 9.1% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $2.2M | 8.6% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $2.2M | 8.3% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $1.1M | 4.2% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $975K | 3.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $925K | 3.6% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $920K | 3.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $813K | 3.1% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $673K | 2.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $620K | 2.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $447K | 1.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $375K | 1.4% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $374K | 1.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $356K | 1.4% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $327K | 1.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $320K | 1.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $304K | 1.2% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $265K | 1.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $240K | 0.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $212K | 0.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $206K | 0.8% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $190K | 0.7% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $189K | 0.7% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $187K | 0.7% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $182K | 0.7% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $163K | 0.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $163K | 0.6% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $136K | 0.5% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $131K | 0.5% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $125K | 0.5% | |
| COHEN & STEERS REALTY SHARES Z | Registered Investment Companies | — | — | $118K | 0.5% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $114K | 0.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $98K | 0.4% | |
| SCHWAB FUNDMNTL INTL EQTY IDX | Registered Investment Companies | — | — | $84K | 0.3% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $57K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $54K | 0.2% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $50K | 0.2% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $21K | <0.1% | |
| TRP DIVERSIFIED MCG I | Registered Investment Companies | — | — | $13K | <0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $9K | <0.1% | |
| SMALL CAP GROWTH FUND II R1 | Registered Investment Companies | — | — | $3K | <0.1% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $642 | <0.1% | |
| MID CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 R1 WILMINGTON TRUST · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $17K |
| — |
