Amanda Platia signed Coworx Staffing Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coworx Staffing Services LLC's EIN is 22-3722243.
Download the official 2024 Form 5500 (PDF) for Coworx Staffing Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coworx Staffing Services LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $1.7M | 15.4% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $1.4M | 12.7% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $907K | 8.4% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $886K | 8.2% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $727K | 6.8% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $628K | 5.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $616K | 5.7% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $601K | 5.6% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $531K | 4.9% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $517K | 4.8% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $451K | 4.2% | |
| Principal Guaranteed Option at contract value | Other securities | — | — | $277K | 2.6% | |
| JP Morgan JP Morgan Large Cap Growth Fund | Other securities | — | — | $222K | 2.1% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $186K | 1.7% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $149K | 1.4% | |
| contract value * Notes receivable from Interest rates of 4.25% to 9.50% maturing through | Bonds / Notes | — | — | $143K | 1.3% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $137K | 1.3% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $122K | 1.1% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $86K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $80K | 0.7% | |
| Lord Abbett Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $75K | 0.7% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $64K | 0.6% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $46K | 0.4% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $30K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $30K | 0.3% | |
| Vanguard Mid-Cap Value Index Fund 846 Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $28K | 0.3% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $27K | 0.3% | |
| Invesco Core Bond Fund | Mutual Funds | — | — | $25K | 0.2% | |
| Fidelity Advisor High Income Advantage Bond | Mutual Funds | — | — | $19K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $18K | 0.2% | |
| Blackrock International Fund | Other securities | — | — | $14K | 0.1% | |
| Lord Abbett Lord Abbett Bond Debenture Fund | U.S. Treasuries | — | — | $10K | <0.1% | |
| Artisan Developing World Fund | Other securities | — | — | $10K | <0.1% | |
| Baron Real Estate Fund | Other securities | — | — | $7K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Parnassus Value Equity Fund | Other securities | — | — | $4K | <0.1% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
