Karen L. Hollis signed Cooper Consolidated, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cooper Consolidated, LLC's EIN is 26-3175799.
Download the official 2024 Form 5500 (PDF) for Cooper Consolidated, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cooper Consolidated, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOURGEOIS BENNETT LLC | — | METAIRIE, LA | AUDITOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SIA-E5 (SAGIC CORE BOND II) MASS MUTUAL · EIN 90-0342299 / PN 182 | Pooled Separate Account | — | — | $6.9M | 24.1% | |
| Vanguard Growth Index Fund Inst. Shares Mutual Fund | Common Collective Trusts | — | — | $3.0M | 10.6% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $2.0M | 6.9% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.7% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.5% | |
| Vanguard Value Index Fund Inst. Shares Mutual Fund | Common Collective Trusts | — | — | $1.4M | 4.9% | |
| PGIM Total Return Bond Fund Class R6 Mutual Fund | Other securities | — | — | $1.4M | 4.9% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $1.3M | 4.7% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $982K | 3.4% | |
| Vanguard Institutional Index Fund Inst. Shares Mutual Fund | Common Collective Trusts | — | — | $946K | 3.3% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $808K | 2.8% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $717K | 2.5% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $684K | 2.4% | |
| Vanguard International Value Portfolio Mutual Fund | Mutual Funds | — | — | $676K | 2.4% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $660K | 2.3% | |
| Vanguard Small-Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $568K | 2.0% | |
| Vanguard Balanced Index Fund - Inst. Shares Mutual Fund | Common Collective Trusts | — | — | $549K | 1.9% | |
| Goldman Sachs Small/Mid Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $548K | 1.9% | |
| T. Rowe Price Mid-Cap Value Fund I Class Mutual Fund | Other securities | — | — | $481K | 1.7% | |
| Vanguard Federal Money Market Investor Shares Money Market Fund | Mutual Funds | — | — | $429K | 1.5% | |
| Vanguard Small-Cap Growth Index Fund Inst. Shares Mutual Fund | Common Collective Trusts | — | — | $354K | 1.2% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $328K | 1.2% | |
| Vanguard Total Intl. Stock Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $158K | 0.6% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $123K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $96K | 0.3% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $92K | 0.3% | |
| BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $64K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $38K | 0.1% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| Target Retirement Income & Growth II Common Collective Trust Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| TGT RET INCOME AND GRO II VANGUARD · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSTITUTIONAL INVESTMENT CONSULTING | — | BLOOMFIELD HILLS, MI | OTHER | $10K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $99 | — |
