Julie PHAM signed Coast Sign, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coast Sign, Inc.'s EIN is 33-0147771.
Download the official 2024 Form 5500 (PDF) for Coast Sign, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coast Sign, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS, INC | 47-5476782 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $900K | 15.2% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $786K | 13.2% | |
| LARGE CAP GR II - R1 WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $526K | 8.9% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $426K | 7.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $365K | 6.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $341K | 5.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $288K | 4.9% | |
| MID CAP VALIUE II R1 WILMINGTON TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $273K | 4.6% | |
| INTERNATIONAL GR II I1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $222K | 3.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $218K | 3.7% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $214K | 3.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $205K | 3.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $198K | 3.3% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $179K | 3.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $153K | 2.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $91K | 1.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $87K | 1.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $86K | 1.4% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $77K | 1.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $60K | 1.0% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $47K | 0.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $21K | 0.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| AMERFUNDS 2060 TARG DATERET R6 627 REGISTERED INVESTMENT COMPANY AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| BLACKROCK INFL PROTECT BOND K | Registered Investment Companies | — | — | $8K | 0.1% | |
| MID CAP GROWTH FUND II R1 WILMINGTON TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
