Darlene Ropelewski signed C. J. Coakley Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C. J. Coakley Co., Inc.'s EIN is 54-0804860.
Download the official 2024 Form 5500 (PDF) for C. J. Coakley Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C. J. Coakley Co., Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CA | RECORD KEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | — | CLEVELAND, OH | INVESTMENT ADVISOR | $44K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.6M | 14.1% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.3M | 13.0% | |
| EI Fixed Account - Series Class III Group Annuity Contract | Common Stocks | — | — | $2.1M | 8.1% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $1.8M | 7.0% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | — | $1.2M | 4.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 4.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 4.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 4.1% | |
| Vanguard Small Cap Index Admiral Shares Mutual Fund | Mutual Funds | — | — | $910K | 3.6% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $844K | 3.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $808K | 3.2% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $779K | 3.1% | |
| JPMorgan Core Plus Bond Fund Mutual Fund | Other securities | — | — | $739K | 2.9% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $649K | 2.6% | |
| Vanguard Wellesley Income Inv Mutual Fund | Mutual Funds | — | — | $579K | 2.3% | |
| Notes Receivable from Participants Various interest rates and maturities | Other securities | — | — | $565K | 2.2% | |
| Harbor Capital Appreciation Instl Mutual Fund | Other securities | — | — | $564K | 2.2% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $558K | 2.2% | |
| American Funds EUPAC R6 Mutual Fund | Mutual Funds | — | — | $441K | 1.7% | |
| American Funds Capital World Gr&Inc R6 Mutual Fund | Mutual Funds | — | — | $429K | 1.7% | |
| JHancock Alternative Asset Allc R6 Mutual Fund 1 Vanguard Real Estate Index Admiral Mutual Fund | Mutual Funds | — | — | $408K | 1.6% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $319K | 1.3% | |
| Empower T. Rowe Price Mid Cp Gr Inv Mutual Fund | Other securities | — | — | $277K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $244K | 1.0% | |
| Vanguard International Growth Adm Mutual Fund 14 American Funds Washington Mutual R6 Mutual Fund | Mutual Funds | — | — | $236K | 0.9% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $207K | 0.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $175K | 0.7% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $159K | 0.6% | |
| Putnam Small Cap Growth R6 Mutual Fund 123 T. Rowe Price New Horizons Mutual Fund | Mutual Funds | — | — | $157K | 0.6% | |
| PIMCO High Yield Instl Mutual Fund | Mutual Funds | — | — | $126K | 0.5% | |
| Identify of Issuer Investment Current Value Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $115K | 0.5% | |
| BlackRock Impact Mortgage Instl Mutual Fund | Other securities | — | — | $76K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $35K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | — | CINCINNATI, OH | CONTRACT ADMINISTRATOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YOUNT, HYDE & BARBOUR | — | WINCHESTER, VA | AUDITOR | $23K | — |
