Kenneth Pucheu signed Cooper Machinery Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cooper Machinery Services, LLC's EIN is 46-5397496.
Download the official 2024 Form 5500 (PDF) for Cooper Machinery Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cooper Machinery Services, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $23.5M | 67.1% | |
| s * Voya*** Vanguard Instit Tgt Ret 2035 Ins | Pooled Separate Accounts | — | — | $5.1M | 14.6% | |
| Voya *** Vanguard Insist Tgt Ret 2045 Ins | Mutual Funds | — | — | $3.3M | 9.4% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | Common Stocks | — | — | $3.3M | 9.3% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | Common Stocks | — | — | $3.0M | 8.6% | |
| Voya*** Vanguard Insist Tgt Ret 2030 Ins | Mutual Funds | — | — | $2.9M | 8.3% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $2.9M | 8.2% | |
| NT COLLECTIVE S&P 500 INDEX FUND DC NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $2.6M | 7.5% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | Common Stocks | — | — | $1.8M | 5.1% | |
| Group Annuity Contracts * Voya*** Voya Fixed Account | Common Stocks | — | — | $1.1M | 3.1% | |
| MFS LARGE CAP VALUE CIT - FEE CLASS WILMINGTON TRUST FUNDS · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $928K | 2.6% | |
| WILMINGTON TRUST EUROPACIFIC GROWTH WILMINGTON TRUST, N.A · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $813K | 2.3% | |
| Voya*** Vanguard Instit Tgt Ret 2050 Ins | Mutual Funds | — | — | $686K | 2.0% | |
| Voya*** Vanguard Instit Tgt Ret 2055 Ins | Mutual Funds | — | — | $588K | 1.7% | |
| FIDELITY CIT FIAM CORE PLUS CP FIDELITY FUNDS · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $576K | 1.6% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | Common Stocks | — | — | $553K | 1.6% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | Common Stocks | — | — | $491K | 1.4% | |
| Voya*** Vanguard Instit Tgt Ret Inc Fd | Mutual Funds | — | — | $478K | 1.4% | |
| Voya*** Allspg Spec SmCp Vl Fd R6 | Other securities | — | — | $474K | 1.4% | |
| Voya*** N Trust Sm/Mid Cap Index Fd | Other securities | — | — | $451K | 1.3% | |
| NT COLLECTIVE EXTENDED MARKET INDEX NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $451K | 1.3% | |
| NT COLL ACWI EX-US INVEST MKT IDX F NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $420K | 1.2% | |
| Voya*** MassMutual Sel Md Cp Grw Fd I | Other securities | — | — | $406K | 1.2% | |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $398K | 1.1% | |
| Loomis Sayles SmCp Grw Fnd N Registered Investment Company | Common Stocks | — | — | $372K | 1.1% | |
| MFS MID CAP VALUE FUND - FEE CLASS WILMINGTON TRUST FUNDS · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $250K | 0.7% | |
| Voya*** Vanguard Instit Tgt Ret 2070 Ins | Mutual Funds | — | — | $90K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
