Maria BASS signed Coherent Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coherent Corp.'s EIN is 25-1214948.
Download the official 2024 Form 5500 (PDF) for Coherent Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coherent Corp.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $216K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $141K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CG 2030 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $162.8M | 13.4% | |
| CG 2035 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $151.0M | 12.4% | |
| CG 2025 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $145.2M | 12.0% | |
| Money Market and Mutual Funds * Fidelity Investments 500 Index Fund N/A | Common Collective Trusts | — | — | $135.8M | 11.2% | |
| CG 2040 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $91.3M | 7.5% | |
| JP Morgan Large Cap Growth Fund R6 N/A | Other securities | — | — | $76.6M | 6.3% | |
| CG 2045 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $68.3M | 5.6% | |
| PSA NO. 25 STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 125 | Pooled Separate Account | — | — | $67.6M | 5.6% | |
| CG 2020 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $58.3M | 4.8% | |
| CG 2050 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $37.6M | 3.1% | |
| CG 2015 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $23.4M | 1.9% | |
| CG 2055 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $20.1M | 1.7% | |
| CG 2010 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $19.3M | 1.6% | |
| Fidelity Investments Extended Market Index Fund N/A | Common Collective Trusts | — | — | $16.1M | 1.3% | |
| PIMCO Income Fund Institutional Class N/A | Mutual Funds | — | — | $14.2M | 1.2% | |
| Victory Capital Sycamore Established Value Fund Class Y N/A | Other securities | — | — | $13.1M | 1.1% | |
| Vanguard Institution Index Total Bond Market Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $13.0M | 1.1% | |
| JP Morgan Equity Income Fund Class R6 N/A | Other securities | — | — | $12.9M | 1.1% | |
| Blackrock Mid-Cap Growth Equity Portfolio Class K N/A | Other securities | — | — | $12.4M | 1.0% | |
| PGIM, Inc. Total Return Bond Fund Class R6 N/A | Common Stocks | — | — | $10.3M | 0.8% | |
| CG 2060 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $9.8M | 0.8% | |
| Vanguard Institution Index Total International Stock Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $9.6M | 0.8% | |
| JP Morgan Small Cap Equity Fund Class R6 N/A | Other securities | — | — | $9.1M | 0.8% | |
| through 2050 - | Other securities | — | — | $8.8M | 0.7% | |
| American Funds New World Fund Class R6 N/A | Mutual Funds | — | — | $8.8M | 0.7% | |
| Dodge & Cox International Stock Fund N/A | Mutual Funds | — | — | $5.6M | 0.5% | |
| Wellington CIF International Quality Growth Series 2 N/A | Common Collective Trusts | — | — | $3.9M | 0.3% | |
| WT INTL QUAL GR S2 WELLINGTON TRUST COMPANY, NA · EIN 46-3226461 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.3% | |
| CG 2065 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $3.7M | 0.3% | |
| Cohen & Seers, Inc. Real Estate Security Fund, Inc. Class Z N/A | Common Stocks | — | — | $3.6M | 0.3% | |
| Fidelity Investments Government Money Market Fund N/A | Mutual Funds | — | — | $1.1M | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
