Scott Bowers signed AAA Cooper Transportation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AAA Cooper Transportation's EIN is 63-0364620.
Download the official 2024 Form 5500 (PDF) for AAA Cooper Transportation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AAA Cooper Transportation's plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES | 34-1479833 | — | NONE | $161K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STERLING CAPITAL MANAGEMENT LL | 42-1658828 | — | NONE | $85K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| United States Treasury .625% 7/31/26 5,576,900.000 units | U.S. Treasuries | — | $5.2M | $5.3M | 15.6% | |
| United States Treasury 3.125% 0 4,055,800.000 units | U.S. Treasuries | — | $3.5M | $3.2M | 9.5% | |
| United States Treasury 4.375% 5/15/34 666,300.000 units | U.S. Treasuries | — | $688K | $657K | 1.9% | |
| United States Treasury 2.875% 5/15/52 878,700.000 units | U.S. Treasuries | — | $699K | $615K | 1.8% | |
| Jefferies Group 4.15% 1/23/30 524,000.000 units | Bonds / Notes | — | $487K | $500K | 1.5% | |
| Paypal Holdings 2.3% 6/1/30 556,000.000 units | Bonds / Notes | — | $493K | $487K | 1.4% | |
| Deere & Co. 5.375% 10/16/29 413,000.000 units | Bonds / Notes | — | $458K | $426K | 1.3% | |
| National Rural Utilities 4.0230% 11/01/32 452,000.000 units | Bonds / Notes | — | $448K | $418K | 1.2% | |
| TC Energy Corporation 5.6% 3/31/34 420,000.000 units | Bonds / Notes | — | $447K | $417K | 1.2% | |
| Prudential Financial 3.7% 3/13/51 565,000.000 units | Bonds / Notes | — | $476K | $409K | 1.2% | |
| Fiserv Insurance 4.4% 7/01/49 492,000.000 units | Bonds / Notes | — | $437K | $403K | 1.2% | |
| Snap-On Inc. 3.15% 604,000.000 units | Bonds / Notes | — | $496K | $400K | 1.2% | |
| HSBC Holdings 7.625% 5/17/32 360,000.000 units | Bonds / Notes | — | $386K | $397K | 1.2% | |
| Kimco Realty Corporation 3.700% 10/01/49 547,000.000 units | Bonds / Notes | — | $442K | $395K | 1.2% | |
| Verizon Communications 1.5% 9/18/30 463,000.000 units | Bonds / Notes | — | $395K | $384K | 1.1% | |
| Canadian Pacific 3.125% 6/1/26 386,000.000 units | Bonds / Notes | — | $367K | $374K | 1.1% | |
| Consumers Energy 4.35% 8/31/64 473,000.000 units | Bonds / Notes | — | $439K | $373K | 1.1% | |
| DH Europe Financial 3.4% 11/15/49 530,000.000 units | Bonds / Notes | — | $443K | $370K | 1.1% | |
| American Tower 3.375% 10/15/26 374,000.000 units | Bonds / Notes | — | $362K | $365K | 1.1% | |
| Consolidated Edison 4.3% 12/01/56 470,000.000 units | Bonds / Notes | — | $424K | $365K | 1.1% | |
| T-Mobile USA Inc 5.8% 9/15/62 372,000.000 units | Bonds / Notes | — | $368K | $358K | 1.1% | |
| Exelis Insurance 5.054% 4/27/45 367,000.000 units | Bonds / Notes | — | $375K | $334K | 1.0% | |
| Exelon Generation 6.25% 10/01/39 319,000.000 units | Bonds / Notes | — | $350K | $334K | 1.0% | |
| Boardwalk Pipeline 3.4% 2/15/31 372,000.000 units | Bonds / Notes | — | $339K | $333K | 1.0% | |
| Williams Partners 5.4% 3/04/44 356,000.000 units | Bonds / Notes | — | $353K | $332K | 1.0% | |
| Transatlantic HL 8.00% 11/30/39 267,000.000 units | Bonds / Notes | — | $359K | $329K | 1.0% | |
| Mitsubishi Financial Group 3.751% 7/18/39 390,000.000 units | Bonds / Notes | — | $351K | $326K | 1.0% | |
| AT&T Inc. 3.85% 6/1/60 470,000.000 units | Bonds / Notes | — | $385K | $326K | 1.0% | |
| Sempra Energy 3.8% 2/01/38 392,000.000 units | Bonds / Notes | — | $342K | $326K | 1.0% | |
| Oneok Partners 6.125% 2/1/41 320,000.000 units | Bonds / Notes | — | $333K | $319K | 0.9% | |
| Marathon Pete Corporation 5% 9/15/54 387,000.000 units | Common Stocks | — | $352K | $318K | 0.9% | |
| JP Morgan 10/15/30 352,000.000 units | Bonds / Notes | — | $316K | $315K | 0.9% | |
| Progress Energy 7.75% 3/01/31 274,000.000 units | Bonds / Notes | — | $337K | $309K | 0.9% | |
| Comcast Corporation 2.8% 1/15/51 520,000.000 units | Bonds / Notes | — | $390K | $309K | 0.9% | |
| W.R. Berkley Co. 3.55% 3/30/52 447,000.000 units | Bonds / Notes | — | $366K | $309K | 0.9% | |
| Telefonica Euro 8.25% 9/15/30 268,000.000 units | Bonds / Notes | — | $337K | $304K | 0.9% | |
| Salesforce, Inc. 2.9000% 07/15/51 465,000.000 units | Bonds / Notes | — | $363K | $297K | 0.9% | |
| Shell International 5.5% 3/25/40 297,000.000 units | Bonds / Notes | — | $332K | $296K | 0.9% | |
| Schlumberger 2.6500% 6/26/30 332,000.000 units | Bonds / Notes | — | $286K | $296K | 0.9% | |
| Walt Disney Corporation 4.125% 12/01/41 352,000.000 units | Bonds / Notes | — | $336K | $294K | 0.9% | |
| United Health Group 4.625% 11/15/41 333,000.000 units | Bonds / Notes | — | $332K | $291K | 0.9% | |
| FMC Corporation 4.515% 10/01/49 380,000.000 units | Bonds / Notes | — | $331K | $290K | 0.9% | |
| Aetna Insurance 4.5% 5/15/42 361,000.000 units | Bonds / Notes | — | $325K | $288K | 0.9% | |
| The Coca-Cola Company 2.75% 6/1/60 491,000.000 units | Bonds / Notes | — | $379K | $287K | 0.8% | |
| Entergy Louisiana 2.9% 3/15/51 462,000.000 units | Bonds / Notes | — | $351K | $283K | 0.8% | |
| United Health Group 3.875% 8/15/59 399,000.000 units | Bonds / Notes | — | $340K | $278K | 0.8% | |
| Federal Realty 3.625% 8/01/46 391,000.000 units | Bonds / Notes | — | $306K | $276K | 0.8% | |
| Citigroup Insurance 4.65% 7/23/48 323,000.000 units | Bonds / Notes | — | $320K | $276K | 0.8% | |
| Apple Inc 2.95% 9/11/49 406,000.000 units | Bonds / Notes | — | $328K | $271K | 0.8% | |
| Simon Property Group 3.25% 9/13/49 398,000.000 units | Bonds / Notes | — | $316K | $266K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $81K | — |
| BCG PENSION RISK CONSULTANTS | 47-3313152 | — | NONE | $60K | — |
| BARBACANE, THORNTON & COMPANY | 51-0229493 | — | NONE | $10K | — |
