Erika Spence-Polera signed Cobalt Labs Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cobalt Labs Inc.'s EIN is 37-1747923.
Download the official 2024 Form 5500 (PDF) for Cobalt Labs Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cobalt Labs Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREPILOT CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304103 / PN 001 | Common Collective Trust | — | — | $2.2M | 36.6% | |
| RETIREPILOT CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304102 / PN 001 | Common Collective Trust | — | — | $958K | 16.0% | |
| RETIREPILOT CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304101 / PN 001 | Common Collective Trust | — | — | $643K | 10.8% | |
| RETIREPILOT CONSERV 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304104 / PN 001 | Common Collective Trust | — | — | $415K | 6.9% | |
| Fidelity Investments Fidelity Large Cap Gr Index Fund | Common Collective Trusts | — | — | $328K | 5.5% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $248K | 4.1% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $236K | 4.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $169K | 2.8% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $146K | 2.4% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $95K | 1.6% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $66K | 1.1% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $58K | 1.0% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $52K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $47K | 0.8% | |
| Participant Loans to participants bearing interest at 8.5% | Bonds / Notes | — | — | $45K | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $45K | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Gr Index Fund | Common Collective Trusts | — | — | $41K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $40K | 0.7% | |
| Nuveen Large Carp Value Index R6 | Mutual Funds | — | — | $31K | 0.5% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $22K | 0.4% | |
| Fidelity Investments Fidelity Intermediate TR Bond Index Fund | Common Collective Trusts | — | — | $16K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Gr Index Fund | Common Collective Trusts | — | — | $12K | 0.2% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $8K | 0.1% | |
| Fidelity Investments Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $7K | 0.1% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Emerge Market Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity Investments Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| RETIREPILOT CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 38-7289867 / PN 001 | Common Collective Trust | — | — | $69 | <0.1% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $27 | <0.1% | |
| RETIREPILOT CONSERV 2025 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304100 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | 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.
