Coordinates Operations LLC's EIN is 27-2192607.
Download the official 2024 Form 5500 (PDF) for Coordinates Operations LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coordinates Operations LLC's plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $160.4M | 85.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5.3M | 2.8% | |
| [Assets held in participant loans] | Other | — | — | $498K | 0.3% |
