Gabriella Longo signed WODA Cooper Companies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WODA Cooper Companies, Inc.'s EIN is 26-0430251.
Download the official 2024 Form 5500 (PDF) for WODA Cooper Companies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WODA Cooper Companies, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| * Principal Fixed Income Guaranteed Option # | Insurance Contracts | — | — | $2.5M | 22.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.7M | 15.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $758K | 6.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $585K | 5.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $528K | 4.8% | |
| Vanguard Growth Index Adm Fd # | Mutual Funds | — | — | $508K | 4.6% | |
| T. Rowe Price Large Cap Growth I Sep # | Other securities | — | — | $465K | 4.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $465K | 4.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $380K | 3.5% | |
| Western Asset Management Western Asset Core Bond IS FD # - Fidelity 500 Index Fund # | Common Collective Trusts | — | — | $314K | 2.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $262K | 2.4% | |
| Hartford Mutual Funds Hartford Core Equity Fund # | Other securities | — | — | $209K | 1.9% | |
| participants' vested account balance -0- | Other securities | — | — | $207K | 1.9% | |
| Vanguard MdCp Val Idx Adm Fd # | Common Collective Trusts | — | — | $204K | 1.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $188K | 1.7% | |
| Fidelity Small Cap Index Fund # | Common Collective Trusts | — | — | $184K | 1.7% | |
| Fidelity Mid Cap Index Fund # | Common Collective Trusts | — | — | $177K | 1.6% | |
| Janus Henderson JanusHenderson Smcp Val N # | Mutual Funds | — | — | $156K | 1.4% | |
| Franklin Templeton Investments Franklin Small Cap Growth Fund # | Mutual Funds | — | — | $154K | 1.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $153K | 1.4% | |
| Vanguard Value Index Adm Fd # | Mutual Funds | — | — | $145K | 1.3% | |
| BlackRock Mid CP Grwth EQ Fd # | Other securities | — | — | $132K | 1.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $129K | 1.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $127K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $120K | 1.1% | |
| PGIM Investments, LLC PGIM High Yield Fund # | Other securities | — | — | $102K | 0.9% | |
| (E) | Other securities | — | — | $84K | 0.8% | |
| Vanguard Intl Growth Adm Fd # | Mutual Funds | — | — | $84K | 0.8% | |
| American Funds American Funds Newprsp Fund # | Mutual Funds | — | — | $65K | 0.6% | |
| Fidelity International Index Fund # | Common Collective Trusts | — | — | $27K | 0.2% | |
| Principal RealEstate Securities Sep # | Other securities | — | — | $23K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $23K | 0.2% | |
| PIMCO International Bond Fund # | Mutual Funds | — | — | $19K | 0.2% | |
| BlackRock Infl Pro Bond Fund # | Mutual Funds | — | — | $14K | 0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $10K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2K | <0.1% | |
| Hartford Mutual Funds Hart Schrd Int Mltcp Vl Sdr Fd # | Other securities | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $35 | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
