Jessica Deforest signed Core Natural Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Core Natural Resources, Inc.'s EIN is 82-1954058.
Download the official 2024 Form 5500 (PDF) for Core Natural Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Core Natural Resources, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $184K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $34.0M | 12.6% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $32.3M | 11.9% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $27.2M | 10.1% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $25.9M | 9.6% | |
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $18.3M | 6.8% | |
| $0 * Participant Notes Receivable through 2039 | Other securities | — | — | $15.3M | 5.7% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $14.5M | 5.4% | |
| Fidelity 500 Index Mutual Fund N/R | Common Collective Trusts | — | — | $14.5M | 5.4% | |
| Money Market Fund Vanguard Federal Money Market Money Market Fund N/R | Mutual Funds | — | — | $14.3M | 5.3% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $9.8M | 3.6% | |
| Fidelity Total International Index Mutual Fund N/R | Mutual Funds | — | — | $8.2M | 3.0% | |
| Fidelity Small Cap Index Mutual Fund N/R | Mutual Funds | — | — | $7.4M | 2.7% | |
| Principal Large Cap Growth Mutual Fund N/R | Other securities | — | — | $6.3M | 2.3% | |
| American Washington Mutual Investors Mutual Fund N/R | Other securities | — | — | $5.9M | 2.2% | |
| Fidelity US Bond Index Mutual Fund N/R | Mutual Funds | — | — | $5.6M | 2.1% | |
| Fidelity Mid Cap Index Mutual Fund N/R | Mutual Funds | — | — | $5.1M | 1.9% | |
| Janus Enterprise Mutual Fund N/R | Mutual Funds | — | — | $4.6M | 1.7% | |
| American Funds Europacific Growth Mutual Fund N/R | Mutual Funds | — | — | $4.2M | 1.6% | |
| FIDELITY FREEDOM BLEND 2025 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $4.0M | 1.5% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $3.4M | 1.3% | |
| Dodge & Cox Income Mutual Fund N/R | Mutual Funds | — | — | $3.3M | 1.2% | |
| Primecap Odyssey Stock Mutual Fund N/R | Mutual Funds | — | — | $2.7M | 1.0% | |
| BlackRock Inflation Protected Bond Mutual Fund N/R | Other securities | — | — | $1.1M | 0.4% | |
| JPMorgan Small Cap Equity Mutual Fund N/R | Other securities | — | — | $994K | 0.4% | |
| BlackRock Emerging Markets Mutual Fund N/R | Other securities | — | — | $835K | 0.3% | |
| FIDELITY FREEDOM BLEND 2020 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $325K | 0.1% | |
| FIDELITY FREEDOM BLEND 2015 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $51K | <0.1% | |
| FIDELITY FREEDOM BLEND INCM COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $509 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| NEW YORK, NY |
| RECORD-KEEPER |
| $39K |
| — |
