Jesse Cowan signed CCOF, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CCOF, Inc.'s EIN is 77-0070930.
Download the official 2024 Form 5500 (PDF) for CCOF, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CCOF, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATURAL INVEST LLC | — | ARROYO GRANDE, CA | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Parnassus Core Equity Inst Mutual fund | Other securities | — | — | $2.3M | 17.9% | |
| Vanguard Cash Reserves Federal MM Adm Money Market | Mutual Funds | — | — | $1.3M | 10.3% | |
| Vanguard 500 Index Adm Mutual fund | Common Collective Trusts | — | — | $963K | 7.4% | |
| Trillium P21 Global Equity Instl Mutual fund | Other securities | — | — | $713K | 5.5% | |
| TIAA-CREF Core Impact Bond Premier Mutual fund | U.S. Treasuries | — | — | $642K | 4.9% | |
| Brown Advisory Sustainable Growth Fd Adv Mutual Fund | Other securities | — | — | $637K | 4.9% | |
| Calvert Short Duration Income I Mutual Fund | Other securities | — | — | $469K | 3.6% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $445K | 3.4% | |
| Vanguard Total Stock Market Index Adm Mutual Fund | Common Collective Trusts | — | — | $436K | 3.4% | |
| Calvert Equity Fund I Mutual Fund | Other securities | — | — | $427K | 3.3% | |
| Boston Trust Walden SMID Cap Mutual fund | Other securities | — | — | $406K | 3.1% | |
| Calvert Small Cap Fund I Mutual Fund | Other securities | — | — | $399K | 3.1% | |
| Vanguard Balanced Index Adm Mutual fund | Mutual Funds | — | — | $382K | 2.9% | |
| Calvert Moderate Allocation I Mutual Fund | Other securities | — | — | $342K | 2.6% | |
| Vanguard LifeStrategy Growth Inv Mutual fund | Mutual Funds | — | — | $337K | 2.6% | |
| Vanguard Target Retirement 2065 Fund Mutual fund ** 836 Vanguard Total Bond Market Index Adm Mutual fund | Mutual Funds | — | — | $310K | 2.4% | |
| Vanguard Mid Cap Index Adm Mutual fund | Mutual Funds | — | — | $304K | 2.3% | |
| Calvert Growth Allocation I Mutual Fund | Other securities | — | — | $295K | 2.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $286K | 2.2% | |
| and maturity dates through 2030 -- | Other securities | — | — | $284K | 2.2% | |
| Vanguard Developed Mkts Index Adm Mutual fund | Mutual Funds | — | — | $199K | 1.5% | |
| Vanguard Small-Cap Index Adm Mutual fund | Mutual Funds | — | — | $187K | 1.4% | |
| Vanguard LifeStrategy Moderate Gr Inv Mutual Fund | Mutual Funds | — | — | $182K | 1.4% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $128K | 1.0% | |
| Calvert Conservative Allocation I Mutual Fund | Other securities | — | — | $105K | 0.8% | |
| Vanguard LifeStrategy Consv Growth Inv Mutual fund | Mutual Funds | — | — | $90K | 0.7% | |
| Cohen & Steers Realty Shares I Mutual Fund | Other securities | — | — | $80K | 0.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | Common Collective Trusts | — | — | $79K | 0.6% | |
| Vanguard STAR Inv Mutual fund | Mutual Funds | — | — | $63K | 0.5% | |
| DFA Intl Sustainability Core 1 Portfl I Mutual Fund | Mutual Funds | — | — | $58K | 0.4% | |
| Calvert U.S. Large Cap Core Respon Ind I Mutual Fund | Other securities | — | — | $56K | 0.4% | |
| Calvert International Opportunities I Mutual Fund | Other securities | — | — | $53K | 0.4% | |
| Vanguard High Yield Corp Adm Mutual fund | Mutual Funds | — | — | $51K | 0.4% | |
| Vanguard LifeStrategy Income Inv Mutual fund | Mutual Funds | — | — | $46K | 0.4% | |
| Vanguard GNMA Adm Mutual fund | Agency / Mortgage-Backed | — | — | $38K | 0.3% | |
| Calvert Intl Responsible Index Fund I Mutual Fund | Common Collective Trusts | — | — | $32K | 0.2% | |
| Calvert Emerging Markets Equity Fund I Mutual fund | Other securities | — | — | $25K | 0.2% | |
| BlackRock LifePath ESG Index 2060 Mutual Fund | Other securities | — | — | $25K | 0.2% | |
| BlackRock LifePath ESG Index 2040 Mutual fund | Other securities | — | — | $13K | 0.1% | |
| NuShares Nuveen ESG Small-Cap ETF Mutual fund | Mutual Funds | — | — | $10K | <0.1% | |
| Calvert US Mid Cap Core Respon Ind I Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| BlackRock LifePath ESG Index 2050 Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Mutual fund ** 829 Vanguard Target Retirement 2060 Fund Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
