Russell Robertson signed Staple Cotton Cooperative Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Staple Cotton Cooperative Association's EIN is 64-0247150.
Download the official 2024 Form 5500 (PDF) for Staple Cotton Cooperative Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Staple Cotton Cooperative Association'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 Mututal Fund | Other securities | — | — | $3.1M | 15.5% | |
| MFS Mid Cap Growth Fund Class R6 Mututal Fund | Mutual Funds | — | — | $2.3M | 11.6% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.1M | 10.2% | |
| Fidelity 500 Index Mututal Fund | Common Collective Trusts | — | — | $1.8M | 9.1% | |
| Diamond Hill Large Cap Fund Class Y Mututal Fund | Other securities | — | — | $1.5M | 7.3% | |
| American Funds Balanced R6 Mututal Fund | Mutual Funds | — | — | $1.4M | 6.9% | |
| Dodge and Cox Income Fund Mututal Fund | Mutual Funds | — | — | $1.2M | 6.0% | |
| Fidelity International Index Mututal Fund | Mutual Funds | — | — | $982K | 4.9% | |
| Fidelity Mid Cap Index Mututal Fund | Mutual Funds | — | — | $694K | 3.4% | |
| Fidelity Government Money Market K6 Money Market Fund | Mutual Funds | — | — | $676K | 3.3% | |
| Fidelity Freedom Index 2040 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $545K | 2.7% | |
| Fidelity Small Cap Index Mututal Fund | Mutual Funds | — | — | $530K | 2.6% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class I Mututal Fund | Other securities | — | — | $516K | 2.6% | |
| Fidelity Freedom Index 2030 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $482K | 2.4% | |
| Fidelity Freedom Index 2035 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $480K | 2.4% | |
| Fidelity Freedom Index 2015 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $441K | 2.2% | |
| Participant loans through 2026 -0- | Participant loans | — | — | $353K | 1.7% | |
| AB Small Cap Growth Advisor Mututal Fund | Other securities | — | — | $235K | 1.2% | |
| Fidelity Freedom Index 2025 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $181K | 0.9% | |
| Fidelity Freedom Index 2055 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $129K | 0.6% | |
| American Century Small Cap Value Fund R6 Mututal Fund | Other securities | — | — | $117K | 0.6% | |
| Fidelity Freedom Index 2020 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $117K | 0.6% | |
| Fidelity Freedom Index Income Fund Inst Prem Class Mututal Fund | Mutual Funds | — | — | $115K | 0.6% | |
| Fidelity Freedom Index 2050 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $105K | 0.5% | |
| Fidelity Freedom Index 2065 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $31K | 0.2% | |
| Fidelity Freedom Index 2060 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Freedom Index 2045 Inst Prem Class Mututal Fund | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
