Kyle REIS signed Cooper Carry, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cooper Carry, Inc.'s EIN is 58-0863313.
Download the official 2024 Form 5500 (PDF) for Cooper Carry, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cooper Carry, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | — | $206K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | — | COLUMBUS, OH | — | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Fund " | Mutual Funds | — | — | $11.1M | 17.2% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $6.6M | 10.3% | |
| Fidelity Multi-Asset Index Fund " | Common Collective Trusts | — | — | $5.6M | 8.6% | |
| Vanguard Small-Cap Index Admiral Fund " | Mutual Funds | — | — | $5.2M | 8.0% | |
| Vanguard Developed Markets Index Admiral Fund " | Mutual Funds | — | — | $4.8M | 7.3% | |
| Vanguard Mid-Cap Index Admiral Fund " | Mutual Funds | — | — | $4.1M | 6.3% | |
| Vanguard Value Index Admiral Fund " | Mutual Funds | — | — | $3.9M | 6.0% | |
| State Street Balanced Index K Fund " | Other securities | — | — | $3.4M | 5.2% | |
| Virtus AllianzGI Technology Institutional Fund " | Other securities | — | — | $2.3M | 3.6% | |
| Nationwide Fixed Select Contact Guaranteed account | Other securities | — | — | $1.8M | 2.8% | |
| Vanguard Intermediate-Term Treasury Index Admiral Fund " | Mutual Funds | — | — | $1.3M | 2.1% | |
| Nuveen Lifecycle Index 2050 R6 Fund " | Mutual Funds | — | — | $1.3M | 2.0% | |
| American Funds The Growth Fund of America R6 Fund " | Mutual Funds | — | — | $1.3M | 2.0% | |
| Vanguard Total Stock Market Index Admiral Fund " | Common Collective Trusts | — | — | $1.2M | 1.9% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $1.1M | 1.6% | |
| Vanguard Dividend Appreciation Index Admiral Fund " ** 157 Vanguard Dividend Growth Investor Fund " ** 152 Vanguard Emerging Markets Stock Index Admiral Fund " | Mutual Funds | — | — | $988K | 1.5% | |
| Federated Hermes Institutional High Yield Bond Institutional Fund " | Other securities | — | — | $904K | 1.4% | |
| Vanguard Wellesley Income Admiral Fund " | Mutual Funds | — | — | $821K | 1.3% | |
| Nuveen Lifecycle Index 2045 R6 Fund " | Mutual Funds | — | — | $805K | 1.2% | |
| Vanguard Target Retirement 2020 Investor Fund " ** 154 Vanguard Target Retirement Income Fund " ** 153 Vanguard Total International Bond Index Admiral Fund " | Mutual Funds | — | — | $776K | 1.2% | |
| Nuveen Lifecycle Index 2055 R6 Fund " | Mutual Funds | — | — | $721K | 1.1% | |
| Nuveen Lifecycle Index 2060 R6 Fund " | Mutual Funds | — | — | $583K | 0.9% | |
| Vanguard Short-Term Corporate Bond Index Fund " | Common Collective Trusts | — | — | $446K | 0.7% | |
| Vanguard Real Estate Index Admiral Fund " | Mutual Funds | — | — | $436K | 0.7% | |
| Nuveen Lifecycle Index 2040 R6 Fund " | Mutual Funds | — | — | $411K | 0.6% | |
| Nuveen Lifecycle Index 2035 R6 Fund " | Mutual Funds | — | — | $406K | 0.6% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $337K | 0.5% | |
| T. Rowe Price Blue Chip Growth Fund " | Other securities | — | — | $284K | 0.4% | |
| Nuveen Lifecycle Index 2025 R6 Fund " | Mutual Funds | — | — | $257K | 0.4% | |
| Vanguard Short-Term Bond Index Fund " | Common Collective Trusts | — | — | $246K | 0.4% | |
| Nuveen Lifecycle Index 2030 R6 Fund " | Mutual Funds | — | — | $147K | 0.2% | |
| Allspring Precious Metals Institutional Fund " | Other securities | — | — | $127K | 0.2% | |
| American Funds New Perspective R6 Fund " | Mutual Funds | — | — | $100K | 0.2% | |
| Fidelity Inflation- Protected Bond Index Fund " | Common Collective Trusts | — | — | $93K | 0.1% | |
| Schwab Personal Choice Retirement Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $90K | 0.1% | |
| Nuveen Lifecycle Index 2065 R6 Fund " | Mutual Funds | — | — | $77K | 0.1% | |
| JPMorgan Small Cap Equity R5 Fund " | Other securities | — | — | $72K | 0.1% | |
| Invesco Comstock R5 Fund " | Mutual Funds | — | — | $60K | <0.1% | |
| AB High Income I Fund Mutual fund | Other securities | — | — | $59K | <0.1% | |
| Nuveen Lifecycle Index 2015 R6 Fund " ** 372 Nuveen Lifecycle Index 2020 R6 Fund " | Mutual Funds | — | — | $56K | <0.1% | |
| PIMCO Low Duration Institutional Fund " | Mutual Funds | — | — | $56K | <0.1% | |
| Federated Hermes Government Obligations Premier Fund " | Other securities | — | — | $53K | <0.1% | |
| PIMCO Real Return Institutional Fund " | Mutual Funds | — | — | $48K | <0.1% | |
| Vanguard FTSE Social Index Admiral Fund " | Mutual Funds | — | — | $42K | <0.1% | |
| Vanguard Small-Cap Value Index Admiral Fund " | Mutual Funds | — | — | $33K | <0.1% | |
| Thornburg International Value R6 Fund " | Other securities | — | — | $28K | <0.1% | |
| Calvert International Responsible Index R6 Fund " | Other securities | — | — | $21K | <0.1% | |
| Vanguard U.S. Growth Admiral Fund " | Mutual Funds | — | — | $17K | <0.1% | |
| Aberdeen Emerging Markets I Fund " | Other securities | — | — | $16K | <0.1% | |
| Vanguard International Growth Admiral Fund " | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DULUTH, GA |
| — |
| $61K |
| — |
| IRON-CO-FID-INDEX COMPREHENSIVE | — | SHAWNEE MISSION, KS | — | $30K | — |
| CARR, RIGGS AND INGRAM | — | ATLANTA, GA | — | $19K | — |
| SILVER OAK SECURITIES INC | — | JACKSON, TN | — | — | — |
