Coal and Environmental Services Inc. 401(k) Profit Sharing Plan's EIN is 26-2417607.
Download the official 2024 Form 5500 (PDF) for Coal and Environmental Services Inc. 401(k) Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coal and Environmental Services Inc. 401(k) Profit Sharing Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERISERV WEALTH & CAPTIAL MGMT | — | JOHNSTOWN, PA | TRUSTEE | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PATHROAD CAPITAL APPRECIATION & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080043 / PN 001 | Common Collective Trust | — | — | $4.1M | 54.3% | |
| PATHROAD LONG TERM EQUITY INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080047 / PN 001 | Common Collective Trust | — | — | $876K | 11.5% | |
| PATHROAD BALANCED GROWTH & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080038 / PN 001 | Common Collective Trust | — | — | $814K | 10.7% | |
| PATHROAD CONSERVATIVE GROWTH & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080035 / PN 001 | Common Collective Trust | — | — | $565K | 7.4% | |
| Participant Notes Receivable Interest Rates Ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $167K | 2.2% | |
| Fidelity Advisor Growth Opportunities Fund Class Z | Mutual Funds | — | — | $123K | 1.6% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $101K | 1.3% | |
| T Rowe Price Retirement 2045 Fund | Mutual Funds | — | — | $101K | 1.3% | |
| Primecap Odyssey Aggressive Growth | Mutual Funds | — | — | $64K | 0.8% | |
| Fidelity Select Software & IT Services Portfolio | Mutual Funds | — | — | $59K | 0.8% | |
| T Rowe Price Retirement 2055 Fund | Mutual Funds | — | — | $51K | 0.7% | |
| PIMCO Total Return Fund - Institutional | Mutual Funds | — | — | $49K | 0.6% | |
| T Rowe Price Retirement Real Assets I | Mutual Funds | — | — | $47K | 0.6% | |
| PATHROAD STRATEGIC CAP APPRECIATION AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1933023 / PN 001 | Common Collective Trust | — | — | $47K | 0.6% | |
| PATHROAD INTERMEDIATE TERM FIX INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080032 / PN 001 | Common Collective Trust | — | — | $45K | 0.6% | |
| T Rowe Price Retirement 2060 Fund | Mutual Funds | — | — | $39K | 0.5% | |
| John Hancock Funds Disciplined Value Mid Cap Fund | Other securities | — | — | $28K | 0.4% | |
| Vanguard Emerging Markets Bond Fund Adm | Mutual Funds | — | — | $28K | 0.4% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $26K | 0.3% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS INC · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $23K | 0.3% | |
| T Rowe Price Retirement 2035 Fund | Mutual Funds | — | — | $21K | 0.3% | |
| Vanguard Mid Cap Index Admiral Shares | Mutual Funds | — | — | $19K | 0.2% | |
| Goldman Sachs Asset Management Goldman Sachs Square Government Fund | Other securities | — | — | $19K | 0.2% | |
| T Rowe Price Retirement 2050 Fund | Mutual Funds | — | — | $18K | 0.2% | |
| T Rowe Price Health Sciences Fund I | Mutual Funds | — | — | $17K | 0.2% | |
| Vanguard Small Cap Index Fund Admiral Funds | Common Collective Trusts | — | — | $16K | 0.2% | |
| Virtus Kar Small Cap Growth Fund I | Other securities | — | — | $15K | 0.2% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Blackrock Mid-Cap Growth Equity Fund I | Other securities | — | — | $10K | 0.1% | |
| Invesco International Small-Midn Cap Fund | Mutual Funds | — | — | $10K | 0.1% | |
| PIMCO GNMA and Government Securities Fund - Institutional | Agency / Mortgage-Backed | — | — | $9K | 0.1% | |
| Nuveen TIAA-CREF Real Estate SEC Institutional Fund ** 291 Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $8K | 0.1% | |
| PATHROAD CONSERVATIVE FIX INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080030 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| T Rowe Price International Discovery I ** 904 T Rowe Price Retirement 2025 Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $4K | <0.1% | |
| T Rowe Price Retirement 2040 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Goldman Sachs Asset Management Goldman Sachs Treasury Obligation Fund | Other securities | — | — | $3K | <0.1% | |
| T Rowe Price Retirement 2065 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Calvert Equity Fund | Other securities | — | — | $2K | <0.1% | |
| PIMCO Income Fund - Institutional | Mutual Funds | — | — | $2K | <0.1% | |
| Natixis Loomis Sayles Institutional Bond Fund | Other securities | — | — | $1K | <0.1% | |
| Natixis Loomis Sayles Limited Term Government & Agency Fund | Other securities | — | — | $1K | <0.1% | |
| T Rowe Price Capital Appreciation Fund I | Mutual Funds | — | — | $1K | <0.1% | |
| PATHROAD STRATEGIC LONG TERM EQUITY AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1912135 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| PATHROAD STRATEGIC BAL GROWTH INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1945731 / PN 001 | Common Collective Trust | — | — | $298 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
