Monika Bertke signed Coastal Pacific Food Distributors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coastal Pacific Food Distributors, Inc.'s EIN is 62-1283873.
Download the official 2024 Form 5500 (PDF) for Coastal Pacific Food Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coastal Pacific Food Distributors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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, CO | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $5.7M | 14.4% | |
| T. Rowe Price Retirement I 2030 I | Other securities | — | — | $5.0M | 12.7% | |
| T. Rowe Price Retirement I 2040 I | Other securities | — | — | $4.0M | 10.1% | |
| T. Rowe Price Retirement I 2050 I | Other securities | — | — | $3.3M | 8.3% | |
| MFS Massachusetts Investors Gr Stk R6 | Mutual Funds | — | — | $2.9M | 7.2% | |
| T. Rowe Price Balanced Fund | Other securities | — | — | $2.5M | 6.4% | |
| BlackRock Liquidity FedFund Instl | Other securities | — | — | $2.5M | 6.4% | |
| Fuller & Thaler Behav Sm-Cp Eq R6 | Other securities | — | — | $1.6M | 4.1% | |
| maturing through July 2036 | Other securities | — | — | $1.5M | 3.8% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $1.5M | $1.5M | 3.8% | |
| MFS New Discovery R6 | Mutual Funds | — | — | $1.5M | 3.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.3M | 3.3% | |
| MFS Research International R6 | Mutual Funds | — | — | $1.2M | 3.0% | |
| T. Rowe Price Retirement I 2020 I | Other securities | — | — | $1.1M | 2.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $986K | 2.5% | |
| 1DC-INC | Common Stocks | — | $995K | $909K | 2.3% | |
| Dodge & Cox Income Fund - I | Mutual Funds | — | — | $909K | 2.3% | |
| T. Rowe Price Retirement I 2060 I | Other securities | — | — | $710K | 1.8% | |
| Vanguard Short-Term Investment-Grade Adm | Mutual Funds | — | — | $498K | 1.3% | |
| Franklin Small Cap Growth Adv | Mutual Funds | — | — | $487K | 1.2% | |
| BlackRock Equity Dividend K | Other securities | — | — | $486K | 1.2% | |
| JPMorgan US Equity R6 | Other securities | — | — | $448K | 1.1% | |
| MFS Value R6 | Mutual Funds | — | — | $350K | 0.9% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $288K | 0.7% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $114K | 0.3% | |
| Fidelity Advisor Balanced Z | Mutual Funds | — | — | $112K | 0.3% | |
| Vanguard Ultra-Short-Term Bond Admiral | Mutual Funds | — | — | $36K | <0.1% | |
| T. Rowe Price Retirement I 2010 I | Other securities | — | — | $34K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
