Valarie Kesel signed Franklin County Historical Society DBA COSI's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Franklin County Historical Society DBA COSI's EIN is 31-4383802.
Download the official 2024 Form 5500 (PDF) for Franklin County Historical Society DBA COSI from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Franklin County Historical Society DBA COSI's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE INSURANCE | 31-4156830 | — | TRUST RECORDKEEPER | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.2M | 10.2% | |
| Victory Nasdaq 100 Index Fund R6 | Common Collective Trusts | — | — | $1.1M | 9.2% | |
| NW Inv Dest Moderately Aggressive Instl | Other securities | — | — | $1.1M | 9.0% | |
| NW Inv Dest Moderately Conservative Instl | Other securities | — | — | $579K | 4.9% | |
| NW Inv Dest Aggressive Inst | Other securities | — | — | $538K | 4.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $497K | 4.2% | |
| NW Inv Dest Moderate Instl | Other securities | — | — | $477K | 4.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $469K | 4.0% | |
| Calvert Social Indx I | Other securities | — | — | $459K | 3.9% | |
| MFS Mass Inv Tr R4 | Mutual Funds | — | — | $436K | 3.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $418K | 3.5% | |
| Invesco Growth and Income Y | Mutual Funds | — | — | $396K | 3.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $388K | 3.3% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $374K | 3.2% | |
| NW Inv Dest Cnservative Inst | Other securities | — | — | $351K | 3.0% | |
| NW MidCap Market Index Instl | Other securities | — | — | $322K | 2.7% | |
| American Funds Cap Wld Gr Inc R5 | Mutual Funds | — | — | $302K | 2.6% | |
| Invesco Disc Y | Mutual Funds | — | — | $301K | 2.5% | |
| Vanguard Selected Value Inv | Mutual Funds | — | — | $298K | 2.5% | |
| American Funds New World R5 | Mutual Funds | — | — | $287K | 2.4% | |
| NW Small Cap Index Instl | Other securities | — | — | $233K | 2.0% | |
| Legg Mason Western Asset Intnl | Other securities | — | — | $233K | 2.0% | |
| NW Fixed Select Option | Other securities | — | — | $219K | 1.9% | |
| Prncpl Mid Cap Growth Instl | Other securities | — | — | $211K | 1.8% | |
| DFA US Targeted Value Inst | Mutual Funds | — | — | $170K | 1.4% | |
| JnsHndrsn Bal I | Other securities | — | — | $161K | 1.4% | |
| American Funds Income Fund Am R6 | Mutual Funds | — | — | $153K | 1.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $65K | 0.6% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $58K | 0.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $35K | 0.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $15K | 0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $7K | <0.1% | |
| NW Intl Index Instl | Other securities | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
