Adrian Siegmann signed Caring for the Coast LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caring for the Coast LLC's EIN is 26-0409591.
Download the official 2022 Form 5500 (PDF) for Caring for the Coast LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Caring for the Coast LLC'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Registered Investment Company | Common Collective Trusts | — | — | $83K | 35.8% | |
| Vanguard LifeStrategy Conservative Growth Fund Registered Investment Company | Mutual Funds | — | — | $79K | 33.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Company | Common Collective Trusts | — | — | $22K | 9.6% | |
| Registered investment companies American Funds New Perspective Fund Class R-6 Registered Investment Company | Mutual Funds | — | — | $19K | 8.2% | |
| Participant loans 4.25% - 7.25% interest - | Bonds / Notes | — | — | $18K | 7.9% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Registered Investment Company | Common Collective Trusts | — | — | $3K | 1.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares Registered Investment Company | Common Collective Trusts | — | — | $2K | 1.0% | |
| 401k Generation, Inc. Legacy Funds Aggressive Growth Strategy Registered Investment Company | Common Stocks | — | — | $2K | 0.9% | |
| Vanguard Total International Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $2K | 0.9% | |
| Cash equivalents Vanguard Federal Money Market Fund Registered Investment Company | Mutual Funds | — | — | $2K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
