Angie Falzone signed COP, Hometown Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
COP, Hometown Services, Inc.'s EIN is 73-1081869.
Download the official 2024 Form 5500 (PDF) for COP, Hometown Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)COP, Hometown Services, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $171K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 12.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.8M | 11.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 8.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 8.4% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.9M | 7.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.9M | 7.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 6.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.5M | 5.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 5.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 4.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $690K | 2.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $663K | 2.6% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $535K | 2.1% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $482K | 1.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $475K | 1.9% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $434K | 1.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $253K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $215K | 0.9% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $187K | 0.7% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $172K | 0.7% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $149K | 0.6% | |
| FID US BOND IND | Registered Investment Companies | — | — | $145K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $111K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $77K | 0.3% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $73K | 0.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $70K | 0.3% | |
| COL SM CAP V FUND II I3 | Registered Investment Companies | — | — | $46K | 0.2% | |
| COHEN & STEERS REALTY SHARES Z | Registered Investment Companies | — | — | $43K | 0.2% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $42K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
