GINA Klaus signed Provision Partners Cooperative DBA Allied Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Provision Partners Cooperative DBA Allied Cooperative's EIN is 39-1837623.
Download the official 2024 Form 5500 (PDF) for Provision Partners Cooperative DBA Allied Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Provision Partners Cooperative DBA Allied Cooperative's 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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $47K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Mutual Funds | — | — | $9.4M | 23.2% | |
| Vanguard Total International Stock Index Institutional Plus | Mutual Funds | — | — | $6.3M | 15.6% | |
| Vanguard Small Cap Index Institutional Plus | Mutual Funds | — | — | $4.9M | 12.1% | |
| PIMCO Total Return Institutional | Mutual Funds | — | — | $4.2M | 10.3% | |
| Vanguard Total Bond Market Index Institutional | Mutual Funds | — | — | $3.7M | 9.0% | |
| Corporate Debt-Other | Other securities | — | — | $1.9M | 4.8% | |
| Interest-Bearing Cash - U.S. Government Securities | Cash / Money Market | — | — | $1.8M | 4.4% | |
| New York Life Investments NYLI Winslow Large Cap Growth R6 | Other securities | — | — | $1.4M | 3.5% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $1.3M | 3.1% | |
| Pacific Life Ins. Co. Contract G-27795.01.0001 (A) | Common Stocks | — | — | $1.2M | 2.9% | |
| Prudential Ins. Co. of America Contract GA-62491 (A) | Common Stocks | — | — | $1.2M | 2.8% | |
| T.Rowe Price T.Rowe Price Mid-Cap Growth | Other securities | — | — | $1.1M | 2.7% | |
| American General Life Ins. Co. Contract 1666920 (A) | Common Stocks | — | — | $1.1M | 2.7% | |
| TransAmerica Premier Life Ins. Co. Contract MDA01360TR (A) | Common Stocks | — | — | $1.0M | 2.6% | |
| Corporate Debt-Preferred | Other securities | — | — | $754K | 1.9% | |
| Vanguard Windsor II Admiral | Mutual Funds | — | — | $600K | 1.5% | |
| JP Morgan JP Morgan Mid Cap Value Sel | Other securities | — | — | $556K | 1.4% | |
| Dodge & Cox Dodge & Cox International Stock X | Mutual Funds | — | — | $435K | 1.1% | |
| Vanguard International Growth Admiral | Mutual Funds | — | — | $405K | 1.0% | |
| Artisan International Institutional | Other securities | — | — | $401K | 1.0% | |
| Vanguard Inflation-Protected Secs Institutional | Mutual Funds | — | — | $362K | 0.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50%, Various Maturities | Bonds / Notes | — | — | $297K | 0.7% | |
| Wells Fargo Allspring Special Small Cap Value Institutional | Other securities | — | — | $254K | 0.6% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $220K | 0.5% | |
| SHORT TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $213K | 0.5% | |
| Wells Fargo Wells Fargo /BlackRock Short-Term Investment Fund S | Other securities | — | — | $170K | 0.4% | |
| Wells Fargo Wells Fargo /BlackRock Short-Term Investment Fund S in Synthetic GIC | Stable Value | — | — | $43K | 0.1% | |
| WELLS FARGO /BLACKROCK SHORT-TERM WELLS FARGO · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
