Scott Selmon signed Climco Coils' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Climco Coils' EIN is 39-1280256.
Download the official 2022 Form 5500 (PDF) for Climco Coils from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Climco Coils' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIDLAND STATES BANK | 37-0259550 | — | NONE | $11K | — |
| RETIREMENT DIRECT | 91-2076699 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| Dodge and Cox Funds 2,528 shares of Stock Fund | Mutual Funds | — | $3K | $545K | 34.8% | |
| Vanguard 11 shares of Target Retirement 2050 Fund 421 Vanguard 787 shares of S&P 500 Index Fund | Common Collective Trusts | — | — | $279K | 17.8% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $21K | $214K | 13.7% | |
| Vanguard 8,959 shares of Traget Retirement Income Fund | Mutual Funds | — | $9K | $110K | 7.0% | |
| Vanguard 3,126 shares of Target Retirement 2020 Fund | Mutual Funds | — | $3K | $79K | 5.1% | |
| Dodge and Cox Funds 4,477 shares of Income Fund | Mutual Funds | — | $4K | $55K | 3.5% | |
| Vanguard 634 shares of Small Cap Growth Index Fund | Common Collective Trusts | — | — | $45K | 2.9% | |
| Vanguard 1,190 shares of Target Retirement 2030 Fund | Mutual Funds | — | $1K | $37K | 2.4% | |
| Harbor Funds 487 shares of Capital Appreciation Fund | Mutual Funds | — | — | $31K | 2.0% | |
| Vanguard 79 shares of Mid Cap Index Fund | Common Collective Trusts | — | — | $20K | 1.3% | |
| Vanguard 246 shares of Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $19K | 1.2% | |
| Vanguard 163 shares of Small Cap Value Index Fund | Common Collective Trusts | — | — | $11K | 0.7% | |
| Goldman Sachs 343 shares of Emeriging Markets Equity Insights Fund | Other securities | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
