Copper CANE LLC's EIN is 26-4059820.
Download the official 2024 Form 5500 (PDF) for Copper CANE LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Copper CANE LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SVCS INS AGCY INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $1.3M | 12.5% | |
| American Funds 2050 Target Date Retire R6 Fund - | Mutual Funds | — | — | $1.3M | 12.1% | |
| American Funds 2045 Target Date Retire R6 Fund - | Mutual Funds | — | — | $1.0M | 9.6% | |
| American Funds 2055 Target Date Retire R6 Fund - | Mutual Funds | — | — | $898K | 8.3% | |
| American Funds 2040 Target Date Retire R6 Fund - | Mutual Funds | — | — | $827K | 7.7% | |
| American Funds 2035 Target Date Retire R6 Fund - | Mutual Funds | — | — | $636K | 5.9% | |
| STATE ST S&P MID CAP INDEX SL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $452K | 4.2% | |
| American Funds 2060 Target Date Retire R6 Fund - | Mutual Funds | — | — | $378K | 3.5% | |
| MFS International Growth T6 Fund - | Mutual Funds | — | — | $373K | 3.5% | |
| MFS International Growth R6 Fund - | Mutual Funds | — | — | $358K | 3.3% | |
| Empower Fixed Account - Series Class II Group - | Common Stocks | — | — | $298K | 2.8% | |
| American Funds 2025 Target Date Retire R6 Fund - | Mutual Funds | — | — | $295K | 2.7% | |
| Federated Hermes Total Return Bond R6 Fund - | Other securities | — | — | $258K | 2.4% | |
| American Funds 2030 Target Date Retire R6 Fund - | Mutual Funds | — | — | $257K | 2.4% | |
| iShares MSCI EAFE Int'l Index K Fund - | Other securities | — | — | $252K | 2.3% | |
| Annuity Fund * Participant loans Interest rates of 4.25% to 9.50% with - | Bonds / Notes | — | — | $232K | 2.2% | |
| J.P Morgan Undisc MGRS Behavioral Value R6 Fd - | Other securities | — | — | $210K | 2.0% | |
| American Century Value R6 Fund - | Other securities | — | — | $195K | 1.8% | |
| Fidelity Advisor Real Estate Income Z Fund - | Mutual Funds | — | — | $153K | 1.4% | |
| American Funds 2015 Target Date Retire R6 Fund - 679 American Funds 2020 Target Date Retire R6 Fund - | Mutual Funds | — | — | $117K | 1.1% | |
| Empower S&P Small Cap 600 Index Inst Fund - | Other securities | — | — | $107K | 1.0% | |
| The Hartford Balanced Income R6 Fund - | Other securities | — | — | $86K | 0.8% | |
| American Funds 2065 Target Date Retire R6 Fund - | Mutual Funds | — | — | $84K | 0.8% | |
| Janus Henderson Triton N Fund - | Mutual Funds | — | — | $74K | 0.7% | |
| American Funds 2010 Target Date Retire R6 Fund - | Mutual Funds | — | — | $52K | 0.5% | |
| American Century Mid Cap Value R6 Fund - | Other securities | — | — | $9K | <0.1% | |
| Janus Henderson Enterprise N Fund - | Mutual Funds | — | — | $8K | <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 |
|---|---|---|---|---|---|
| BIDWELL CONSULTING SERVICES, INC | — | CHICO, CA | CONTACT ADMIN | $10K | — |
