Jennifer Machin Sandberg signed CP&Y, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CP&Y, Inc.'s EIN is 75-1720414.
Download the official 2022 Form 5500 (PDF) for CP&Y, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)CP&Y, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.7M | 8.8% | |
| Fidelity OTC K6 Portfolio Mutual Fund | Mutual Funds | — | — | $5.2M | 7.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $5.0M | 7.6% | |
| Fidelity Blue Chip Growth Fund Mutual Fund | Mutual Funds | — | — | $4.6M | 7.0% | |
| Vanguard Growth & Inc Fund Mutual Fund | Mutual Funds | — | — | $3.9M | 6.0% | |
| BlackRock Lifepath Index 2055 Mutual Fund | Other securities | — | — | $3.7M | 5.7% | |
| Vanguard Total Bond Mkt Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.3M | 5.1% | |
| BlackRock Lifepath Index 2030 Mutual Fund | Other securities | — | — | $3.2M | 4.9% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.2M | 4.9% | |
| BlackRock Lifepath Index 2045 Mutual Fund | Other securities | — | — | $2.9M | 4.4% | |
| BlackRock Lifepath Index 2025 Mutual Fund | Other securities | — | — | $2.4M | 3.7% | |
| BlackRock Lifepath Index 2035 Mutual Fund | Other securities | — | — | $2.3M | 3.6% | |
| BlackRock Lifepath Index Retire Portfolio Mutual Fund | Other securities | — | — | $2.3M | 3.4% | |
| BlackRock Lifepath Index 2040 Mutual Fund | Other securities | — | — | $2.2M | 3.4% | |
| BlackRock Lifepath Index 2050 Mutual Fund | Other securities | — | — | $1.9M | 2.9% | |
| JPMorgan Equity Income Fund CR6 Mutual Fund | Other securities | — | — | $1.8M | 2.7% | |
| Fidelity Advisor Internatl Growth Cl Z Mutual Fund | Mutual Funds | — | — | $1.8M | 2.7% | |
| Fidelity Low-Priced Stock Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 2.4% | |
| Invesco Oppenheimer Discovery Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 2.0% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 1.8% | |
| Vanguard Federal Money Market Fund Money Market Fund | Mutual Funds | — | — | $1.0M | 1.6% | |
| Vanguard Dev Markets Index Fnd Admiral Sh Mutual Fund | Mutual Funds | — | — | $923K | 1.4% | |
| PGIM Total Return Bond Fund Cl Z Mutual Fund | Other securities | — | — | $873K | 1.3% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $829K | 1.3% | |
| Vanguard Wellesley Income Fund Mutual Fund | Mutual Funds | — | — | $811K | 1.2% | |
| account balances Participant Loans | Participant loans | — | — | $289K | 0.4% | |
| DFA International Sm Cap Value Port Mutual Fund | Mutual Funds | — | — | $239K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
