Debbie Shumaker signed COHN Restaurant Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
COHN Restaurant Group, Inc.'s EIN is 33-0709920.
Download the official 2024 Form 5500 (PDF) for COHN Restaurant Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)COHN Restaurant Group, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $26K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELPERDANG SCHUH & CO PC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-1412064 |
| — |
| AUDITOR |
| $13K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $3.5M | 41.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.6M | 19.0% | |
| Vanguard Target Retment 2035 Fund | Mutual Funds | — | — | $522K | 6.1% | |
| Vanguard Target Retment 2040 Fund | Mutual Funds | — | — | $334K | 3.9% | |
| MFS Mid Cap Gr R6 | Mutual Funds | — | — | $311K | 3.6% | |
| Vanguard Target Retment 2045 Fund | Mutual Funds | — | — | $308K | 3.6% | |
| Vanguard Target Retment 2055 Fund | Mutual Funds | — | — | $261K | 3.0% | |
| Vanguard Target Retment 2050 Fund | Mutual Funds | — | — | $242K | 2.8% | |
| JPMorgan Eq Inc R6 | Common Stocks | — | — | $186K | 2.2% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $177K | 2.1% | |
| Transamerica Life Insurance Co. Transamerica Stable Val Ascend ion | Common Stocks | — | — | $144K | 1.7% | |
| Transamerica Capital, Inc. Transamerica Intl Eq R6 | Common Stocks | — | — | $111K | 1.3% | |
| Pioneer Bd K | Other securities | — | — | $110K | 1.3% | |
| Vanguard Target Retment 2030 Fund | Mutual Funds | — | — | $105K | 1.2% | |
| Vanguard Target Retrmnt 2065 Inv 571 Vanguard Target Retrmnt Inc Fund | Mutual Funds | — | — | $97K | 1.1% | |
| Vanguard Target Retment 2060 Fund | Mutual Funds | — | — | $81K | 0.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $78K | 0.9% | |
| Vanguard Target Retment 2025 Fund | Mutual Funds | — | — | $73K | 0.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $48K | 0.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $44K | 0.5% | |
| Vanguard Intl Gr Adm | Mutual Funds | — | — | $41K | 0.5% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $37K | 0.4% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $26K | 0.3% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $21K | 0.2% | |
| Vanguard Developed Mkt Idx Admiral | Common Collective Trusts | — | — | $18K | 0.2% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $17K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z | Other securities | — | — | $10K | 0.1% | |
| Dimensional DFA US Targeted Val | Mutual Funds | — | — | $3K | <0.1% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING GOVT SECURITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 507 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING PRECIOUS METALS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 126 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING SPECIAL SM CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 749 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 380 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA TOTAL RETURN BD INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 398 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AEGON CASH MANAGEMENT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 105 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN EQ INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 584 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NUVEEN REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 075 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE MID-CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 437 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA INTL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 716 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% |
