Megan Hughes signed Centra SOTA Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centra SOTA Cooperative's EIN is 41-0488480.
Download the official 2024 Form 5500 (PDF) for Centra SOTA Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centra SOTA 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORD KEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON SV | 41-1562398 | — | AUDITOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $2.2M | 10.9% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $2.2M | 10.6% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $1.7M | 8.4% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $1.5M | 7.1% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $1.2M | 5.6% | |
| Transamerica Life Ins Co Transamerica Stable Val Option | Common Stocks | — | — | $1.1M | 5.3% | |
| Investments at contract value * Transamerica Life Insurance Company Transamerica Stable Value Option | Stable Value | — | — | $1.0M | 5.1% | |
| MACQUARIE IVY SCIENCE & TECH INV OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | — | — | $810K | 3.9% | |
| ALLSPRING SPECIAL MD CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 748 | Pooled Separate Account | — | — | $802K | 3.9% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $762K | 3.7% | |
| TRANSAMERICA MID-CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 638 | Pooled Separate Account | — | — | $754K | 3.7% | |
| PGIM JENNISON SMALL COMPANY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 476 | Pooled Separate Account | — | — | $716K | 3.5% | |
| INVESCO DVSF DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 579 | Pooled Separate Account | — | — | $683K | 3.3% | |
| JPMORGAN LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | — | — | $534K | 2.6% | |
| Transamerica Life Insurance Company Amer Funds Fundamental Investors Ret Opt | Common Stocks | — | — | $513K | 2.5% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $513K | 2.5% | |
| BLACKROCK HEALTH SCNCS OPS RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 365 | Pooled Separate Account | — | — | $490K | 2.4% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $469K | 2.3% | |
| TRANSAMERICA INTL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $448K | 2.2% | |
| FRANKLIN UTILITIES INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 045 | Pooled Separate Account | — | — | $435K | 2.1% | |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 666 | Pooled Separate Account | — | — | $435K | 2.1% | |
| Transamerica Life Insurance Company Transamerica Partners Stock Index Ret Opt | Common Stocks | — | — | $435K | 2.1% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $435K | 2.1% | |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $420K | 2.0% | |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $345K | 1.7% | |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $336K | 1.6% | |
| FEDERATED HERMES MDT SM CAP CORE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 140 | Pooled Separate Account | — | — | $316K | 1.5% | |
| COLUMBIA INC OPP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 228 | Pooled Separate Account | — | — | $315K | 1.5% | |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $183K | 0.9% | |
| Transamerica Life Insurance Company Franklin Mutual Financial Services Ret Opt | Mutual Funds | — | — | $157K | 0.8% | |
| FRANKLIN MTL FNCL SERV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 270 | Pooled Separate Account | — | — | $157K | 0.8% | |
| Participant loans Rate of Interest – 4.25% ‐ 9.50% ‐ | Bonds / Notes | — | — | $109K | 0.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $109K | 0.5% | |
| DFA INF-PROTECTED SEC PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $90K | 0.4% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $90K | 0.4% | |
| Transamerica Life Insurance Company AEGON Balanced Ret Opt | Common Stocks | — | — | $90K | 0.4% | |
| assets * Transamerica Life Insurance Company Expense budget account ‐ | OTHER | — | — | $47K | 0.2% | |
| Transamerica Life Ins Co PIMCO StcksPls Intl US DollarHedge | Mutual Funds | — | — | $36K | 0.2% | |
| PIMCO STCKSPLS INTL US DOLLARHEDGE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 672 | Pooled Separate Account | — | — | $36K | 0.2% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $22K | 0.1% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $19K | <0.1% | |
| ALLSPRING GOVT SECURITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 507 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS AMCAP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN BIOTECH DISCOVERY INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 440 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP GR INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 390 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA INTL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 539 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 132 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | 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.
