George Secor signed Cooperative Pension / Savings Board's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cooperative Pension / Savings Board's EIN is 31-1257147.
Download the official 2024 Form 5500 (PDF) for Cooperative Pension / Savings Board from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cooperative Pension / Savings Board'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 |
|---|---|---|---|---|---|
| NYHART | 35-0966414 | — | NONE | $405K | — |
| OXFORD FINANCIAL GROUP, LTD | 35-1588335 | — | NONE | $279K | — |
| BAKER & HOSTETLER, LLP | 34-0082025 | — | NONE | $142K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $140K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund 1,359,201 shares | Mutual Funds | — | $43.1M | $51.5M | 11.3% | |
| Vanguard Target Retirement 2035 Fund 1,786,669 shares | Mutual Funds | — | $35.1M | $42.8M | 9.4% | |
| JPMorgan Large Cap Growth Fund 512,331 shares | Other securities | — | $29.4M | $40.7M | 8.9% | |
| Vanguard Target Retirement 2025 Fund 1,978,446 shares | Mutual Funds | — | $33.9M | $37.0M | 8.1% | |
| Vanguard 500 Index Fund Admiral Shares 66,239 shares | Common Collective Trusts | — | $22.4M | $36.0M | 7.9% | |
| Vanguard Target Retirement 2040 Fund 793,015 shares | Mutual Funds | — | $27.4M | $34.3M | 7.5% | |
| MORLEY STABLE VALUE FUND CL 20-II PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $27.0M | $28.3M | 6.2% | |
| Vanguard Target Retirement 2045 Fund 828,916 shares | Mutual Funds | — | $19.5M | $24.6M | 5.4% | |
| Dodge & Cox Stock Fund Class X 89,288 shares | Mutual Funds | — | $20.4M | $23.0M | 5.0% | |
| Vanguard Target Retirement 2050 Fund 426,088 shares | Mutual Funds | — | $16.7M | $21.2M | 4.7% | |
| Vanguard Target Retirement 2055 Fund 335,146 shares | Mutual Funds | — | $14.7M | $18.6M | 4.1% | |
| Vanguard Target Retirement 2020 Fund 598,749 shares | Mutual Funds | — | $15.8M | $15.9M | 3.5% | |
| Vanguard Target Retirement 2060 Fund 299,764 shares | Mutual Funds | — | $12.5M | $15.4M | 3.4% | |
| Vanguard Small Cap Index Instl 108,057 shares | Mutual Funds | — | $9.8M | $12.4M | 2.7% | |
| Dodge & Cox Income Fund Class I 910,090 shares | Mutual Funds | — | $11.2M | $11.3M | 2.5% | |
| Vanguard Target Retirement Income Fund 799,249 shares | Mutual Funds | — | $10.3M | $10.5M | 2.3% | |
| Oakmark International Fund Investor Class 294,250 shares | Other securities | — | $7.6M | $7.4M | 1.6% | |
| DFA US Small Cap Port Instl. 131,382 shares | Mutual Funds | — | $5.4M | $6.4M | 1.4% | |
| Vanguard Target Retirement 2065 Fund 146,295 shares | Mutual Funds | — | $4.3M | $4.9M | 1.1% | |
| Participant Loans Various maturity dates through 2034; interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $4.9M | 1.1% | |
| Vanguard Total Intl Stock Index Admiral 109,260 shares | Mutual Funds | — | $3.5M | $3.5M | 0.8% | |
| Principal Diversified Real Asset Ins 166,924 shares | Other securities | — | $2.0M | $1.9M | 0.4% | |
| Vanguard Inflation Prot Sec Adm 59,754 shares | Mutual Funds | — | $1.5M | $1.3M | 0.3% | |
| Vanguard Target Retirement 2070 Fund 33,157 shares | Mutual Funds | — | $852K | $885K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $26K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
