Sharisa Spehar signed Panhandle Cooperative Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Panhandle Cooperative Association's EIN is 47-0360955.
Download the official 2024 Form 5500 (PDF) for Panhandle Cooperative Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Panhandle Cooperative Association's plan includes 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST LOUIS, MO | INVESTMENT ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date R6 (1) | Mutual Funds | — | — | $1.1M | 32.5% | |
| American Funds 2035 Target Date R6 (1) | Mutual Funds | — | — | $637K | 18.9% | |
| American Funds 2025 Target Date R6 (1) | Mutual Funds | — | — | $499K | 14.8% | |
| American Funds 2040 Target Date R6 (1) | Mutual Funds | — | — | $321K | 9.5% | |
| American Funds 2050 Target Date R6 (1) | Mutual Funds | — | — | $219K | 6.5% | |
| American Funds 2045 Target Date R6 (1) | Mutual Funds | — | — | $175K | 5.2% | |
| American Funds 2020 Target Date R6 (1) | Mutual Funds | — | — | $102K | 3.0% | |
| American Funds 2055 Target Date R6 (1) | Mutual Funds | — | — | $65K | 1.9% | |
| American Funds 2060 Target Date R6 (1) | Mutual Funds | — | — | $60K | 1.8% | |
| Franklin US Government Secs ADV (1) 277 MFS New Discovery Value R4 (1) 149 Vanguard Small Cap Index Fund – Admiral (1) | Common Collective Trusts | — | — | $48K | 1.4% | |
| BlackRock Mid-Cap Growth Equity Instl (1) | Other securities | — | — | $46K | 1.4% | |
| Participant Notes Receivable Interest Rates 4.25% - 9.50% 0 | Bonds / Notes | — | — | $41K | 1.2% | |
| American Funds Amcap R6 (1) | Mutual Funds | — | — | $22K | 0.7% | |
| American Funds 2065 Target Date R6 (1) | Mutual Funds | — | — | $17K | 0.5% | |
| American Funds 2015 Target Date R6 (1) | Mutual Funds | — | — | $16K | 0.5% | |
| American Funds US Govt Money Market R6 (1) | Mutual Funds | — | — | $7K | 0.2% | |
| American Funds Corporate Bond R6 (1) 1 * American Funds 2010 Target Date R6 (1) | Mutual Funds | — | — | $2K | <0.1% | |
| BNY Mellon Small/Mid Cap Growth 1 (1) 246 Fidelity 500 Index (1) | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
