Vorteq COIL Finishers, LLC's EIN is 46-4386937.
Download the official 2024 Form 5500 (PDF) for Vorteq COIL Finishers, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vorteq COIL Finishers, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | 83-0951655 | — | NONE | $42K | — |
| CHARLES SCHWAB | 42-1558009 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 K N/A | Other securities | — | — | $2.3M | 18.1% | |
| BlackRock LifePath Index 2030 K N/A | Other securities | — | — | $1.8M | 13.8% | |
| BlackRock LifePath Index Ret K N/A | Other securities | — | — | $1.6M | 12.7% | |
| BlackRock LifePath Index 2045 K N/A | Other securities | — | — | $1.2M | 9.5% | |
| Vanguard 500 Index Admiral N/A | Common Collective Trusts | — | — | $1.1M | 9.0% | |
| BlackRock LifePath Index 2040 K N/A | Other securities | — | — | $1.0M | 8.1% | |
| Calvert Equity R6 N/A | Other securities | — | — | $500K | 3.9% | |
| MFS Intl Diversification R6 N/A | Mutual Funds | — | — | $425K | 3.3% | |
| BlackRock LifePath Index 2055 K N/A | Other securities | — | — | $385K | 3.0% | |
| Participant Loans to participants (with interest rates of 4.75% to - | Bonds / Notes | — | — | $330K | 2.6% | |
| BlackRock LifePath Index 2050 K N/A | Other securities | — | — | $291K | 2.3% | |
| MFS Mid Cap Growth R6 N/A | Mutual Funds | — | — | $232K | 1.8% | |
| Vanguard Small Cap Index Adm N/A | Mutual Funds | — | — | $232K | 1.8% | |
| Columbia Mid Cap Idx Instl 2 N/A | Common Collective Trusts | — | — | $220K | 1.7% | |
| Fidelity Advisor Total Bd Z N/A | Mutual Funds | — | — | $196K | 1.5% | |
| Vanguard Small Cap Value II CI R1 N/A | Mutual Funds | — | — | $181K | 1.4% | |
| Columbia Dividend Inc Inst 3 N/A | Common Stocks | — | — | $140K | 1.1% | |
| BlackRock LifePath Index 2060 K N/A | Other securities | — | — | $122K | 1.0% | |
| Standard Stable Asset A N/A | Other securities | — | — | $88K | 0.7% | |
| Vanguard Real Estate Index Adm N/A | Mutual Funds | — | — | $83K | 0.6% | |
| American Century Mid Cap Val R6 N/A | Other securities | — | — | $73K | 0.6% | |
| BlackRock LifePath Index 2065 K N/A | Other securities | — | — | $62K | 0.5% | |
| PGIM Global Total Return R6 N/A | Other securities | — | — | $29K | 0.2% | |
| Vanguard Small Cap Growth II CI R1 N/A | Mutual Funds | — | — | $18K | 0.1% | |
| PIMCO Real Return Instl N/A | Mutual Funds | — | — | $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 |
| $0 |
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