Michael Wehner signed Cooperative Elevator Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cooperative Elevator Co.'s EIN is 38-0430470.
Download the official 2024 Form 5500 (PDF) for Cooperative Elevator Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cooperative Elevator Co.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $75 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NIETZKE & FAUPEL, PC | 38-2475086 | — | ACCOUNTANT | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS International Intrinsic Value Fund | Mutual Funds | — | $5.5M | $5.2M | 16.0% | |
| Macquarie Diversified Income Fund | Other securities | — | $4.6M | $4.2M | 12.7% | |
| Blackrock Equity Dividend Fund | Other securities | — | $4.0M | $3.9M | 11.9% | |
| JP Morgan Government Bond Fund | U.S. Treasuries | — | $4.0M | $3.7M | 11.2% | |
| IShares S&P 500 Index Fund | Common Collective Trusts | — | $1.5M | $2.3M | 7.0% | |
| Mass Investors Growth Stock Fund | Other securities | — | $1.4M | $1.9M | 5.7% | |
| Blackrock Fedfund | Other securities | — | $1.8M | $1.8M | 5.5% | |
| MFS Massachusetts Investors Growth Stock Fd | Mutual Funds | — | $1.0M | $1.5M | 4.6% | |
| PGIM Jennison Mid Cap Growth Fund | Other securities | — | $1.7M | $1.5M | 4.5% | |
| John Hancock Disciplined Fund | Other securities | — | $921K | $1.1M | 3.5% | |
| Janus Henderson Triton Fund | Mutual Funds | — | $937K | $973K | 3.0% | |
| Columbia Midcap Index Fund | Common Collective Trusts | — | $896K | $925K | 2.8% | |
| Hartford International Fund | Other securities | — | $670K | $738K | 2.3% | |
| Pimco Real Return Bond Fund | Mutual Funds | — | $775K | $724K | 2.2% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | $645K | $716K | 2.2% | |
| Columbia Small Cap Index Fund | Common Collective Trusts | — | $398K | $391K | 1.2% | |
| Blackrock Global Allocation Fund | Other securities | — | $247K | $249K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
