Scott Bowers signed AAA Cooper Transportation's 2022 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 2022 Form 5500 (PDF) for AAA Cooper Transportation from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)AAA Cooper Transportation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $486K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index, Class K | Common Collective Trusts | — | — | $33.5M | 12.1% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $28.0M | 10.1% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $23.3M | 8.4% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $21.2M | 7.7% | |
| Washington Mutual Fund Class R6 | Other securities | — | — | $21.2M | 7.7% | |
| JP Morgan MidCap Value, Class L | Other securities | — | — | $20.0M | 7.2% | |
| Europacifc Growth Fund, Class R6 | Other securities | — | — | $16.9M | 6.1% | |
| American Balanced Fund, Class R6 | Other securities | — | — | $14.1M | 5.1% | |
| Federated US Government Sec 2-5 Years | Other securities | — | — | $14.0M | 5.1% | |
| Participant Loans | Participant loans | — | — | $13.8M | 5.0% | |
| Pioneer Fundamental Growth Fund Class Y | Other securities | — | — | $11.0M | 4.0% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $10.2M | 3.7% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $7.7M | 2.8% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $7.0M | 2.5% | |
| American Beacon Scap Value Institutional | Other securities | — | — | $6.8M | 2.5% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $5.6M | 2.0% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $5.2M | 1.9% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $4.4M | 1.6% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $4.3M | 1.6% | |
| MassMutual Select MidCap Growth Fund, Class R5 | Other securities | — | — | $3.5M | 1.3% | |
| Principal Small Cap Growth Fund | Other securities | — | — | $2.5M | 0.9% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.6% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $278K | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $123K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL HOLDINGS INC |
| 04-3046611 |
| — |
| NONE |
| $22K |
| — |
| BARBACANE THORNTON COMPANY | 51-0229493 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $0 | — |
