Cherylynn Mazura signed Eight O'CLOCK Coffee Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eight O'CLOCK Coffee Company's EIN is 32-0094230.
Download the official 2023 Form 5500 (PDF) for Eight O'CLOCK Coffee Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Eight O'CLOCK Coffee Company'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES Federated Hermes Institutional High Yield Bond Fund IS | Mutual Funds | — | $10K | $2.8M | 18.2% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | $5K | $1.9M | 12.6% | |
| Fidelity Global EX U.S. Index Fund | Common Collective Trusts | — | $12K | $1.4M | 9.3% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | $11K | $1.4M | 9.1% | |
| JP Morgan Large Cap Growth Fund Class R6 | Other securities | — | $3K | $852K | 5.6% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | $15K | $839K | 5.5% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | $21K | $684K | 4.5% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | $14K | $633K | 4.2% | |
| S SHARES Wells Fargo Stable Value Fund Class C | Common Collective Trusts | — | $10K | $606K | 4.0% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $606K | 4.0% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | $5K | $516K | 3.4% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | $19K | $496K | 3.3% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | $44K | $410K | 2.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | $5K | $394K | 2.6% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | $29K | $335K | 2.2% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | $16K | $281K | 1.8% | |
| JP Morgan Mid Cap Growth Fund Class R6 | Other securities | — | $18K | $277K | 1.8% | |
| MFS Value Fund Class R6 | Mutual Funds | — | $30K | $258K | 1.7% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | $12K | $231K | 1.5% | |
| Dodge and Cox Income | Mutual Funds | — | $50K | $200K | 1.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $12K | $164K | 1.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $27K | $162K | 1.1% | |
| American Funds The Growth Fund of America Class R6 | Mutual Funds | — | $44K | $96K | 0.6% | |
| American Funds Balanced Fund Class R6 | Mutual Funds | — | $43K | $92K | 0.6% | |
| Managed Income Portfolio II Class 2 | Other securities | — | $87K | $87K | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $82K | 0.5% | |
| Money Market SHARES * Fidelity Government Money Market Fund | Mutual Funds | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
