Romina Kadiwal signed Greater Houston Retailers Cooper's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greater Houston Retailers Cooper's EIN is 61-1729827.
Download the official 2022 Form 5500 (PDF) for Greater Houston Retailers Cooper from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Greater Houston Retailers Cooper'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $352K | 25.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $163K | 11.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $145K | 10.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $103K | 7.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $100K | 7.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $94K | 6.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $77K | 5.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $55K | 3.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $52K | 3.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $45K | 3.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $36K | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $30K | 2.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 704 REGISTERED INVESTMENT COMPANY T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $24K | 1.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $20K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $12K | 0.8% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $11K | 0.8% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $11K | 0.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $11K | 0.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $9K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $8K | 0.5% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $6K | 0.4% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $6K | 0.4% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $4K | 0.3% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
