Barbara Perez signed COIN WRAP, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
COIN WRAP, Inc.'s EIN is 51-0235930.
Download the official 2024 Form 5500 (PDF) for COIN WRAP, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)COIN WRAP, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 22.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $853K | 17.7% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $397K | 8.2% | |
| NEU LARGE CAP VALUE - R6 | Registered Investment Companies | — | — | $354K | 7.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $317K | 6.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $210K | 4.4% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $208K | 4.3% | |
| FID ADV GRWTH OPPS - Z | Mutual Funds | — | — | $193K | 4.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $191K | 4.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $174K | 3.6% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $134K | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $123K | 2.5% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $113K | 2.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $104K | 2.1% | |
| FID ADV INVEST GRADE BOND Z | Registered Investment Companies | — | — | $72K | 1.5% | |
| TRP RETIREMENT 2025 I 407 REGISTERED INVESTMENT COMPANY LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $58K | 1.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $48K | 1.0% | |
| FID ADV INTL SMALL CAP FUND Z | Registered Investment Companies | — | — | $36K | 0.7% | |
| HTFD SCHRODERS INTL STOCK SDR 69 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $12K | 0.3% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $7K | 0.1% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $6K | 0.1% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| COLUMBIA CONTRARIAN CORE - I3 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
