Linda Okowita signed Cogentrix Energy Power Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cogentrix Energy Power Management, LLC's EIN is 46-0647218.
Download the official 2024 Form 5500 (PDF) for Cogentrix Energy Power Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cogentrix Energy Power Management, LLC'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | RECORDKEEPING FEE | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR FEE | $91K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND IV CL 1L GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $16.5M | 11.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15.3M | 10.7% | |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $14.9M | 10.4% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $14.3M | 10.0% | |
| VANGUARD WINDSOR II ADMIRAL Registered Investment Company | Mutual Funds | — | — | $9.9M | 6.9% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $9.4M | 6.6% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $7.8M | 5.5% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $7.0M | 4.9% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $6.2M | 4.3% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $5.7M | 4.0% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $5.5M | 3.8% | |
| NT CIT EXTND MKT IDX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $4.4M | 3.1% | |
| NT CIT ACWI EX US IMI DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $3.6M | 2.5% | |
| NEUBERGER & BERMAN GENESIS Registered Investment Company | Common Stocks | — | — | $3.3M | 2.3% | |
| NT CIT AGGREGATE BD IDX NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.9% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $2.5M | 1.8% | |
| CARILLON EAGLE MIDCAP GROWTH I Registered Investment Company | Common Stocks | — | — | $2.3M | 1.6% | |
| JP MORGAN MIDCAP VALUE L Registered Investment Company | Common Stocks | — | — | $2.1M | 1.5% | |
| DRIEHAUS EMERGING MKTS GROWTH Registered Investment Company | Common Stocks | — | — | $1.8M | 1.3% | |
| LOOMIS SAYLE SMALL CAP GRTH N Registered Investment Company | Common Stocks | — | — | $1.8M | 1.3% | |
| GREAT GRAY TR EUROPACGRTH CT Common Collective Trust Fund | Common Collective Trusts | — | — | $1.8M | 1.2% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.2% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $1.3M | 0.9% | |
| CORE PLUS BOND FUND CL I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $1.3M | 0.9% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $968K | 0.7% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $466K | 0.3% | |
| SCHWAB INDEXED RETR TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $90K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $53K | <0.1% | |
| WILMINGTON TR EUROPACGTTH CT WILMINGTON TRUST, N.A. · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
