Craig S Preece signed Coal Exclusive Company, LLC DBA Coal Exclusive Benefits' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coal Exclusive Company, LLC DBA Coal Exclusive Benefits' EIN is 61-1171915.
Download the official 2024 Form 5500 (PDF) for Coal Exclusive Company, LLC DBA Coal Exclusive Benefits from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coal Exclusive Company, LLC DBA Coal Exclusive Benefits' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP VALUE (SUB-ADV BY WELLING EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 184 | Pooled Separate Account | $2K | 18.9% |
| LARGE CAP GROWTH / AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | $2K | 17.0% |
| HIGH GRADE BOND / GSAM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 039 | Pooled Separate Account | $2K | 15.6% |
| SMALL CP VAL / SILVERCREST ASSET MN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 126 | Pooled Separate Account | $964 | 8.0% |
| MID CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | $959 | 7.9% |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | $686 | 5.7% |
| MID CAP GROWTH I FUND (MANAGED BY I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | $677 | 5.6% |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | $0 | <0.1% |
| INVESTMENT GRADE CORPORATE BOND / P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 037 | Pooled Separate Account | $0 | <0.1% |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | $0 | <0.1% |
| BALANCED I (SUB-ADV BY WELLINGTON M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 084 | Pooled Separate Account | $0 | <0.1% |
