Hattie Tracy signed Coleman Professional Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coleman Professional Services Inc.'s EIN is 34-1240178.
Download the official 2024 Form 5500 (PDF) for Coleman Professional Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coleman Professional Services Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | 81-3968784 | — | NONE | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $15.7M | 83.8% | |
| State Street Equity 500 Index Pooled separate account | Pooled Separate Accounts | — | — | $1.6M | 8.6% | |
| American Century One Choice 2055 Pooled separate account | Pooled Separate Accounts | — | — | $1.5M | 8.1% | |
| American Century One Choice 2030 Pooled separate account | Pooled Separate Accounts | — | — | $1.5M | 7.9% | |
| American Century One Choice 2045 Pooled separate account | Pooled Separate Accounts | — | — | $1.2M | 6.4% | |
| American United Life Fixed Interest Guaranteed interest investment, | Other securities | — | — | $1.1M | 6.1% | |
| American Century One Choice 2035 Pooled separate account | Pooled Separate Accounts | — | — | $1.1M | 6.0% | |
| American Century One Choice 2050 Pooled separate account | Pooled Separate Accounts | — | — | $1.1M | 5.7% | |
| Retirement Portfolio American Century One Choice 2040 Pooled separate account | Pooled Separate Accounts | — | — | $958K | 5.1% | |
| American Century Ultra Pooled separate account | Pooled Separate Accounts | — | — | $906K | 4.8% | |
| American Century One Choice 2025 Pooled separate account | Pooled Separate Accounts | — | — | $895K | 4.8% | |
| American United Stable Value Guaranteed interest investment, | Stable Value | — | — | $888K | 4.7% | |
| American Funds Washington Mutual R4 Pooled separate account | Pooled Separate Accounts | — | — | $851K | 4.5% | |
| Columbia Smallcap Index A Pooled separate account | Pooled Separate Accounts | — | — | $771K | 4.1% | |
| American Century One Choice 2060 Pooled separate account | Pooled Separate Accounts | — | — | $741K | 3.9% | |
| Columbia Midcap Index A Pooled separate account | Pooled Separate Accounts | — | — | $656K | 3.5% | |
| American Century One Choice in Pooled separate account | Pooled Separate Accounts | — | — | $524K | 2.8% | |
| American Funds American Balanced R4 Pooled separate account | Pooled Separate Accounts | — | — | $515K | 2.7% | |
| American Century International Growth Pooled separate account | Pooled Separate Accounts | — | — | $298K | 1.6% | |
| Templeton Global Bond A Pooled separate account | Pooled Separate Accounts | — | — | $191K | 1.0% | |
| Thornburg Limited Term Income R5 Pooled separate account ** 904 * Participant loans Bearing interest at 4.25% - 8.50% | Pooled Separate Accounts | — | — | $169K | 0.9% | |
| Invesco Developing Markets A Pooled separate account | Pooled Separate Accounts | — | — | $157K | 0.8% | |
| American Century One Choice 2065 Pooled separate account | Pooled Separate Accounts | — | — | $150K | 0.8% | |
| PGIM Total Return Bond Z Pooled separate account | Pooled Separate Accounts | — | — | $46K | 0.2% | |
| PIMCO Real Return Pooled separate account | Pooled Separate Accounts | — | — | $34K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
