Colleen Coffman signed Coffman Specialties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coffman Specialties, Inc.'s EIN is 33-0483378.
Download the official 2024 Form 5500 (PDF) for Coffman Specialties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coffman Specialties, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SERVICE GROUP INC. | 37-1909306 | — | CONTRACT ADMINISTRATOR | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $8.6M | 57.7% | |
| Empower Annuity Insurance Company of America General Account | Common Stocks | — | — | $6.0M | 40.5% | |
| Empower Annuity Insurance Company of America Fidelity Advisor Total Bond Z -100,584.6340 Shares | Mutual Funds | — | — | $944K | 6.4% | |
| Empower Annuity Insurance Company of America American Funds Washington Mutual Investors R6 - 11,121.5941 Shares | Mutual Funds | — | — | $685K | 4.6% | |
| Empower Annuity Insurance Company of America Blackrock Ishares S&P 500 Index K - 908.8472 Shares | Common Collective Trusts | — | — | $625K | 4.2% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2040 R6 - 28,900.8671 Shares | Mutual Funds | — | — | $594K | 4.0% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2025 R6 - 38,382.4565 Shares | Mutual Funds | — | — | $583K | 3.9% | |
| Empower Annuity Insurance Company of America T. Rowe Price All-Cap Opportunities I - 7,672.4141 Shares | Common Stocks | — | — | $564K | 3.8% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2020 R6 -34,111.2845 Shares | Mutual Funds | — | — | $459K | 3.1% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2035 R6 - 22,155.6916 Shares | Mutual Funds | — | — | $422K | 2.8% | |
| Empower Annuity Insurance Company of America Janus Henderson Balanced - N - 7,486.7183 Shares | Mutual Funds | — | — | $342K | 2.3% | |
| Empower Annuity Insurance Company of America MFS International Growth R6 - 7,890.4077 Shares | Mutual Funds | — | — | $327K | 2.2% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2050 R6 -15,313.9386 Shares | Mutual Funds | — | — | $320K | 2.2% | |
| Empower Annuity Insurance Company of America American Funds Cap Inc Bldr R6 - 4,186,2493 Shares | Mutual Funds | — | — | $289K | 1.9% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2015 R6 -22,893.7382 Shares | Mutual Funds | — | — | $280K | 1.9% | |
| Empower Annuity Insurance Company of America Victory Sycamore Small Co Opp R6 - 5,821.4722 Shares | Common Stocks | — | — | $274K | 1.8% | |
| Empower Annuity Insurance Company of America MFS Mid Cap Value R6 - 7,374.4117 Shares | Mutual Funds | — | — | $234K | 1.6% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2045 R6 - 10,095.3642 Shares | Mutual Funds | — | — | $214K | 1.4% | |
| Empower Annuity Insurance Company of America American Century Small Cap Growth R6 - 8,400.1316 | Common Stocks | — | — | $194K | 1.3% | |
| Empower Annuity Insurance Company of America JPMorgan Mid Cap Growth R6 - 3,464.2584 Shares | Common Stocks | — | — | $179K | 1.2% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2030 R6 - 9,767.4686 Shares | Mutual Funds | — | — | $169K | 1.1% | |
| Empower Annuity Insurance Company of America Blackrock Ishares Russell MD CP IX K - 10,273.6405 Shares | Common Stocks | — | — | $153K | 1.0% | |
| Empower Annuity Insurance Company of America MFS Emerging Markets Debt R6 - 10,942.6368 Shares | Mutual Funds | — | — | $140K | 0.9% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2010 R6 - 11,509.5593 Shares | Mutual Funds | — | — | $134K | 0.9% | |
| Empower Annuity Insurance Company of America Blackrock Equity Dividend K - 6,822.0065 Shares | Common Stocks | — | — | $129K | 0.9% | |
| Empower Annuity Insurance Company of America Blackrock Ishares Russell 2000 SM Cap IX K - 4,960.7881 Shares | Common Collective Trusts | — | — | $121K | 0.8% | |
| Empower Annuity Insurance Company of America JP Morgan US Equity R6 - 3,228.0727 Shares | Common Stocks | — | — | $81K | 0.5% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2055 R6 - 2,017.5725 Shares | Mutual Funds | — | — | $53K | 0.4% | |
| Empower Annuity Insurance Company of America Eaton Vance Income Fund of Boston Class R6 - 5,416.3387 Shares | Common Stocks | — | — | $28K | 0.2% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2060 R6 -1,514.5795 Shares | Mutual Funds | — | — | $27K | 0.2% | |
| Empower Annuity Insurance Company of America American Funds Trgt Date Ret 2065 R6 - 140.7107 Shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
