AMY Murphy signed Coventry Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coventry Resources, LLC's EIN is 81-0666201.
Download the official 2024 Form 5500 (PDF) for Coventry Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coventry Resources, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | -$135 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 32,318.328 shares Mutual Fund | Common Collective Trusts | — | — | $6.6M | 15.9% | |
| Harbor Cap Appreciation Institutional Fund 42,125.869 shares Mutual Fund | Other securities | — | — | $4.8M | 11.6% | |
| American Beacon Large Cap Value Fund 136,498.130 shares Mutual Fund | Other securities | — | — | $3.6M | 8.6% | |
| Vanguard Target Retirement 2045 103,551.355 shares Mutual Fund | Mutual Funds | — | — | $3.1M | 7.4% | |
| Vanguard Target Retirement 2050 59,615.800 shares Mutual Fund | Mutual Funds | — | — | $3.0M | 7.2% | |
| Columbia Balanced Fund 53,781.652 shares Mutual Fund | Other securities | — | — | $2.8M | 6.7% | |
| Vanguard Target Retirement 2040 52,565.300 shares Mutual Fund | Mutual Funds | — | — | $2.3M | 5.5% | |
| Market II Portfolio Market Fund | Other securities | — | — | $2.0M | 4.8% | |
| Janus Enterprise Fund Class N 10,940.828 shares Mutual Fund | Mutual Funds | — | — | $1.6M | 3.8% | |
| Vanguard Target Retirement 2055 18,830.259 shares Mutual Fund | Mutual Funds | — | — | $1.0M | 2.5% | |
| Allspring Special Mid Cap Value Fund 21,597.498 shares Mutual Fund | Other securities | — | — | $1.0M | 2.5% | |
| Allspring Emerging Growth Fund 80,010.229 shares Mutual Fund | Other securities | — | — | $978K | 2.4% | |
| Fidelity Large Cap Growth Index Fund 22,037.375 shares Mutual Fund | Common Collective Trusts | — | — | $863K | 2.1% | |
| American Beacon International Equity Fund 56,394.596 shares Mutual Fund | Other securities | — | — | $846K | 2.0% | |
| Vanguard International Growth Fund 8,115.078 shares Mutual Fund | Mutual Funds | — | — | $824K | 2.0% | |
| Vanguard Target Retirement 2060 16,018.255 shares Mutual Fund | Mutual Funds | — | — | $821K | 2.0% | |
| Vanguard Target Retirement 2030 20,288.166 shares Mutual Fund | Mutual Funds | — | — | $769K | 1.8% | |
| Franklin Small Cap Value Fund 9,785.010 shares Mutual Fund | Mutual Funds | — | — | $589K | 1.4% | |
| Fidelity Mid Cap Index Fund 17,382.217 shares Mutual Fund | Common Collective Trusts | — | — | $587K | 1.4% | |
| Vanguard Target Retirement 2035 24,001.707 shares Mutual Fund | Mutual Funds | — | — | $576K | 1.4% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares 5,299.006 shares Mutual Fund | Common Collective Trusts | — | — | $451K | 1.1% | |
| Blackrock Core Bond Fund 51,490.492 shares Mutual Fund | Other securities | — | — | $420K | 1.0% | |
| Vanguard Target Retirement 2065 12,449.067 shares Mutual Fund | Mutual Funds | — | — | $419K | 1.0% | |
| Fidelity International Index Fund 7,879.725 shares Mutual Fund | Common Collective Trusts | — | — | $375K | 0.9% | |
| Fidelity Large Cap Value Index Fund 13,885.438 shares Mutual Fund | Common Collective Trusts | — | — | $252K | 0.6% | |
| with varying maturity dates through August 2029 | Other securities | — | — | $176K | 0.4% | |
| JP Morgan Emerging Markets Equity Fund 5,743.669 shares Mutual Fund | Other securities | — | — | $174K | 0.4% | |
| Fidelity Emerging Markets Index Fund 12,517.690 shares Mutual Fund | Common Collective Trusts | — | — | $131K | 0.3% | |
| Vanguard Target Retirement 2020 4,182.100 shares Mutual Fund | Mutual Funds | — | — | $111K | 0.3% | |
| T. Rowe Price U.S. Treasury Intermediate Bond Fund 21,622.221 shares Mutual Fund | Other securities | — | — | $107K | 0.3% | |
| Vanguard Target Retirement Income 7,902.191 shares Mutual Fund | Mutual Funds | — | — | $104K | 0.2% | |
| PIMCO High Yield Fund 7,703.063 shares Mutual Fund | Mutual Funds | — | — | $62K | 0.1% | |
| Vanguard Target Retirement 2025 1,947.559 shares Mutual Fund | Mutual Funds | — | — | $36K | <0.1% | |
| Fidelity BrokerageLink Self-directed Brokerage Accounts | Self-Directed Brokerage | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2070 157.490 shares Mutual Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
