David A. Cramer signed United Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Cooperative's EIN is 39-0191260.
Download the official 2024 Form 5500 (PDF) for United Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Cooperative'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund | Other securities | — | — | $6.4M | 9.1% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $5.4M | 7.8% | |
| Empower T. Rowe Price Mid Cap | Other securities | — | — | $4.5M | 6.4% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $4.3M | 6.1% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $3.8M | 5.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.6M | 5.1% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $3.4M | 4.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3.3M | 4.8% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $2.8M | 4.1% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $2.8M | 4.1% | |
| Empower Annuity Insurance Company of America Group Annuity Contract Group annuity contract #338751-01 | Common Stocks | — | — | $2.7M | 3.9% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $2.7M | 3.9% | |
| T. Rowe Price Mid Cap Value Fund | Other securities | — | — | $2.6M | 3.7% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $2.5M | 3.6% | |
| Vanguard Windsor II Admiral Fund | Mutual Funds | — | — | $2.1M | 3.1% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.8M | 2.6% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $1.6M | 2.3% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $1.4M | 2.0% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $1.2M | 1.8% | |
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $1.2M | 1.7% | |
| Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $1.2M | 1.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 1.5% | |
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $875K | 1.3% | |
| Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $812K | 1.2% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $768K | 1.1% | |
| Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $728K | 1.0% | |
| American Funds New World Fund | Mutual Funds | — | — | $728K | 1.0% | |
| Various Maturities - | Other securities | — | — | $491K | 0.7% | |
| Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $461K | 0.7% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $437K | 0.6% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $420K | 0.6% | |
| PIMCO Real Return Institutional Fund | Mutual Funds | — | — | $322K | 0.5% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $312K | 0.4% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $258K | 0.4% | |
| COHEN & STEERS U S REALTY FUND CLAS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $248K | 0.4% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $211K | 0.3% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $205K | 0.3% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $136K | 0.2% | |
| Fidelity Freedom Index Income Premier | Mutual Funds | — | — | $55K | <0.1% | |
| Fidelity Freedom Index 2015 Premier | Mutual Funds | — | — | $35K | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $40K | — |
