Tracy L Marshall signed Conewago Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Conewago Holdings, Inc.'s EIN is 82-1956321.
Download the official 2024 Form 5500 (PDF) for Conewago Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Conewago Holdings, Inc.'s plan includes automatic enrollment, 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 | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $5.3M | 13.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $5.1M | 13.0% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $4.9M | 12.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $4.1M | 10.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $3.1M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $3.0M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $2.2M | 5.5% | |
| American Century Growth R6 American Century 0 | Other securities | — | — | $1.7M | 4.3% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $1.6M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $1.2M | 3.1% | |
| (CL) Invesco Discovery R6 Invesco 0 | Mutual Funds | — | — | $924K | 2.3% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $883K | 2.2% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $739K | 1.9% | |
| FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $666K | 1.7% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $546K | 1.4% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $535K | 1.4% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | Mutual Funds | — | — | $447K | 1.1% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $435K | 1.1% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $365K | 0.9% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $362K | 0.9% | |
| American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $330K | 0.8% | |
| JHancock International Growth R6 John Hancock 0 | Other securities | — | — | $276K | 0.7% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $223K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $167K | 0.4% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $130K | 0.3% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | Mutual Funds | — | — | $90K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $68K | 0.2% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | Mutual Funds | — | — | $51K | 0.1% | |
| DFA International Value Portfolio I DFA 0 | Mutual Funds | — | — | $29K | <0.1% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 131 | Common Collective Trust | — | — | $2K | <0.1% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $189 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
