Christopher Cocores signed Cocores Holdings, LLC DBA Ufinancial Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cocores Holdings, LLC DBA Ufinancial Group's EIN is 82-2487164.
Download the official 2024 Form 5500 (PDF) for Cocores Holdings, LLC DBA Ufinancial Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cocores Holdings, LLC DBA Ufinancial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN | $31K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOOD VILLIAGE, CO | INVESTMENT MGR | $6K | — |
| ASCENSUS HOLDINGS DBA FUTURE PLAN | — | SAN DIEGO, CA | CONTRACT ADM | $75 | — |
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.
| % of plan | |||
|---|---|---|---|
| PRINCIPAL LARGECAP GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $1.0M | 12.2% |
| PRINCIPAL CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | $556K | 6.7% |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | $898 | <0.1% |
| PRINCIPAL MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | $0 | <0.1% |
| ASCENSUS INC |
| — |
| FORT WAYNE, IN |
| OTHER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIRED, MA | BROKER ADVISOR | $0 | — |
| WILSHITE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARDINAL PENSION GROUP INC | 26-3253999 | — | OTHER | $0 | — |
