Robert Cochran signed Cochran Motors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cochran Motors, Inc.'s EIN is 25-1251007.
Download the official 2024 Form 5500 (PDF) for Cochran Motors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cochran Motors, Inc.'s plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.
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 | $181K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $87K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan Asset Management SmartRetirement 2045 Class R6 N/A | Mutual Funds | — | — | $8.3M | 10.7% | |
| J.P. Morgan Asset Management SmartRetirement 2035 Class R6 N/A | Other securities | — | — | $8.2M | 10.5% | |
| J.P. Morgan Asset Management SmartRetirement 2055 Class R6 N/A | Other securities | — | — | $6.9M | 8.9% | |
| J.P. Morgan Asset Management SmartRetirement 2030 Class R6 N/A | Other securities | — | — | $6.3M | 8.1% | |
| MFS Investment Management Growth Fund Class R6 N/A | Mutual Funds | — | — | $6.0M | 7.7% | |
| J.P. Morgan Asset Management SmartRetirement 2060 Class R6 N/A | Other securities | — | — | $4.9M | 6.3% | |
| J.P. Morgan Asset Management SmartRetirement 2050 Class R6 N/A | Other securities | — | — | $4.8M | 6.2% | |
| Fidelity Management Trust 500 Index Fund - Premium Class N/A | Common Collective Trusts | — | — | $4.4M | 5.7% | |
| Company J.P. Morgan Asset Management SmartRetirement 2025 Class R6 N/A | Common Stocks | — | — | $3.8M | 4.9% | |
| Lincoln Investments Fixed Account (at contract value) N/A | Other securities | — | — | $3.5M | 4.5% | |
| J.P. Morgan Asset Management SmartRetirement 2040 Class R6 N/A | Other securities | — | — | $3.3M | 4.3% | |
| American Funds New Perspective Fund Class R6 N/A | Mutual Funds | — | — | $2.9M | 3.7% | |
| Fidelity Management Trust Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $2.9M | 3.7% | |
| Company * Fidelity Management Trust Balanced Fund - Class K N/A | Mutual Funds | — | — | $1.8M | 2.4% | |
| Company The Vanguard Group Small Cap Value Index Fund Admiral N/A | Common Collective Trusts | — | — | $1.6M | 2.0% | |
| Participant Loans to participants (with a rate of interest of - | Participant loans | — | — | $1.3M | 1.7% | |
| Federated Heremes MDT Large Cap Value Fund N/A | Other securities | — | — | $1.2M | 1.5% | |
| Fidelity Management Trust Value Fund - Class K N/A | Mutual Funds | — | — | $956K | 1.2% | |
| Company The Vanguard Group Mid-Cap Growth Index Fund Admiral N/A | Common Collective Trusts | — | — | $788K | 1.0% | |
| J.P. Morgan Asset Management SmartRetirement 2020 Class R6 N/A | Other securities | — | — | $669K | 0.9% | |
| Western Asset Core Bond Fund Class IS N/A | Other securities | — | — | $531K | 0.7% | |
| The Vanguard Group GNMA Fund Admiral Shares N/A | Agency / Mortgage-Backed | — | — | $513K | 0.7% | |
| J.P. Morgan Asset Management SmartRetirement Income Fund Class R6 N/A | Other securities | — | — | $458K | 0.6% | |
| Fidelity Management Trust Small Cap Index Fund N/A | Common Collective Trusts | — | — | $386K | 0.5% | |
| Company * Fidelity Management Trust International Index Fund N/A | Common Collective Trusts | — | — | $328K | 0.4% | |
| The Vanguard Group Small-Cap Growth Index Fund Admiral N/A | Common Collective Trusts | — | — | $308K | 0.4% | |
| Janus Henderson Multi-Sector Income Fund N/A | Mutual Funds | — | — | $244K | 0.3% | |
| Federated Hermes High Yield Trust Institutional Shares N/A | Other securities | — | — | $173K | 0.2% | |
| DFA Investment Trust Company Emerging Markets Portfolio Institutional Class N/A | Mutual Funds | — | — | $114K | 0.1% | |
| Alliance Bernstein LP Global Bond Fund Class Z N/A | Other securities | — | — | $40K | <0.1% | |
| DFA Investment Trust Company Inflation-Protected Securities Portfolio N/A | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
