BRET Winegardner signed Cook Group Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cook Group Incorporated's EIN is 35-1084188.
Download the official 2024 Form 5500 (PDF) for Cook Group Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cook Group Incorporated's plan includes profit-sharing, 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 | -$57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $359K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund 6,159,321 shares | Mutual Funds | — | $6.2M | $187.3M | 13.6% | |
| American Funds Target Date 2030 Fund 6,593,756 shares | Mutual Funds | — | $6.6M | $114.0M | 8.3% | |
| American Funds Target Date 2040 Fund 5,356,056 shares | Mutual Funds | — | $5.4M | $110.1M | 8.0% | |
| Fidelity 500 Index Fund 537,171 shares | Common Collective Trusts | — | $537K | $109.7M | 8.0% | |
| American Funds Target Date 2045 Fund 4,539,024 shares | Mutual Funds | — | $4.5M | $96.2M | 7.0% | |
| American Funds Target Date 2050 Fund 4,590,443 shares | Mutual Funds | — | $4.6M | $95.9M | 7.0% | |
| American Funds Target Date 2035 Fund 4,569,427 shares | Mutual Funds | — | $4.6M | $87.0M | 6.3% | |
| American Funds Target Date 2055 Fund 2,081,646 shares | Mutual Funds | — | $2.1M | $55.0M | 4.0% | |
| Columbia Dividend Income Fund 1,592,695 shares | Other securities | — | $1.6M | $52.6M | 3.8% | |
| PIMCO Total Return Fund 5,781,959 shares | Mutual Funds | — | $5.8M | $49.0M | 3.6% | |
| Goldman Sachs GQG Partners International Opportunities Fund 2,494,065 shares | Other securities | — | $2.5M | $48.8M | 3.5% | |
| Guaranteed Interest Account *New York Life Guaranteed Interest Account 3.00% | Bonds / Notes | — | — | $45.5M | 3.3% | |
| American Funds Target Date 2025 Fund 2,931,153 shares | Mutual Funds | — | $2.9M | $44.5M | 3.2% | |
| American Funds Target Date 2060 Fund 2,356,429 shares | Mutual Funds | — | $2.4M | $42.3M | 3.1% | |
| Parnassus Core Equity Fund 619,496 shares | Other securities | — | $619K | $36.9M | 2.7% | |
| American Funds Target Date 2020 Fund 2,596,167 shares | Mutual Funds | — | $2.6M | $34.9M | 2.5% | |
| Fidelity Puritan Fund 813,509 shares | Mutual Funds | — | $814K | $20.2M | 1.5% | |
| Participant Loans Maturing January 2025 through November 2039, 4.25% - 9.50% | Bonds / Notes | — | — | $19.2M | 1.4% | |
| Vanguard Strategic Equity Fund 487,328 shares | Mutual Funds | — | $487K | $17.6M | 1.3% | |
| Fidelity Low Priced Stock Fund 950,490 shares | Mutual Funds | — | $950K | $13.9M | 1.0% | |
| Fidelity Mid Cap Index Fund 349,601 shares | Common Collective Trusts | — | $350K | $11.8M | 0.9% | |
| Fidelity Small Cap Growth Fund 651,687 shares | Mutual Funds | — | $652K | $11.6M | 0.8% | |
| Fidelity Small Cap Index Fund 366,998 shares | Common Collective Trusts | — | $367K | $10.2M | 0.7% | |
| Undiscovered Managers Behavioral Value Fund 113,901 shares | Other securities | — | $114K | $9.6M | 0.7% | |
| American Funds Target Date 2015 Fund 518,303 shares | Mutual Funds | — | $518K | $6.3M | 0.5% | |
| BlackRock Strategic Income Opportunities Portfolio 626,236 shares | Other securities | — | $626K | $5.9M | 0.4% | |
| American Funds Target Date 2010 Fund 445,472 shares | Mutual Funds | — | $445K | $5.2M | 0.4% | |
| BlackRock 80/20 Target Allocation Fund 293,515 shares | Other securities | — | $294K | $4.9M | 0.4% | |
| BlackRock Managed Income Fund 493,861 shares | Other securities | — | $494K | $4.6M | 0.3% | |
| BlackRock 60/40 Target Allocation Fund 186,690 shares | Other securities | — | $187K | $2.8M | 0.2% | |
| BlackRock 40/60 Target Allocation Fund 167,771 shares | Other securities | — | $168K | $2.1M | 0.2% | |
| American Funds Target Date 2065 Fund 8,671 shares | Mutual Funds | — | $9K | $152K | <0.1% | |
| American Funds Target Date 2070 Fund 6,503 shares | Mutual Funds | — | $7K | $71K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
