David Peters signed COLT'S Manufacturing Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
COLT'S Manufacturing Company LLC's EIN is 42-1589139.
Download the official 2024 Form 5500 (PDF) for COLT'S Manufacturing Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)COLT'S Manufacturing Company LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | — | NONE | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $119K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| No Vanguard Total Bond Market Index - Admiral | Mutual Funds | — | $2.6M | $2.6M | 28.4% | |
| No Wellington CIF II US Investment Grade Corporate Long Bond | Common Collective Trusts | — | $1.7M | $1.6M | 17.5% | |
| No Fidelity 500 Index Fund | Common Collective Trusts | — | $1.4M | $1.5M | 16.1% | |
| No Fidelity Global Ex US Index | Mutual Funds | — | $1.5M | $1.4M | 15.3% | |
| No Fidelity Extended Market Index Fund | Common Collective Trusts | — | $964K | $1.0M | 11.3% | |
| No Cohen & Steers US Realty Fund | Other securities | — | $439K | $431K | 4.7% | |
| Party in Borrower or Similar (e) Current Interest Party (c) Description of Investment (d) Cost Value Yes Schwab Bank Sweep for EE Benefit Plan | Mutual Funds | — | $350K | $350K | 3.8% | |
| Yes Schwab Bank Savings | Mutual Funds | — | $12K | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $1K |
| — |
