Marcia Smith signed Coastal Cloud, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coastal Cloud, LLC's EIN is 61-1706373.
Download the official 2024 Form 5500 (PDF) for Coastal Cloud, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coastal Cloud, LLC'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES. | 35-2552359 | — | NONE | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND III CL R1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $5.9M | 14.4% | |
| BLACKROCK EQUITY INDEX R GREAT GRAY TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $5.8M | 14.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $4.3M | 10.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $3.7M | 9.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $2.9M | 7.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $2.8M | 6.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $2.6M | 6.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $2.1M | 5.1% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $1.6M | 4.0% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $1.4M | 3.4% | |
| SMALL CAP VALUE III R1 GREAT GRAY TRUST · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $757K | 1.9% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | Common Collective Trusts | — | — | $744K | 1.8% | |
| BLACKROCK EAFE EQUITY INDEX R GREAT GRAY TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $619K | 1.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $593K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $441K | 1.1% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $409K | 1.0% | |
| SMALL CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $263K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Mutual Funds | — | — | $230K | 0.6% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | Mutual Funds | — | — | $212K | 0.5% | |
| MID CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $207K | 0.5% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | Mutual Funds | — | — | $171K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $148K | 0.4% | |
| CL) STABLE VALUE FUND CL I1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $51K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Mutual Funds | — | — | $27K | <0.1% | |
| MFS International Diversification R6 MFS 0 | Mutual Funds | — | — | $16K | <0.1% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| BLACKROCK TOTAL RETURN BOND 6 GREAT GRAY TRUST · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $14K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
