Zanzy Polycarp signed Coates US Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coates US Inc.'s EIN is 82-2706686.
Download the official 2024 Form 5500 (PDF) for Coates US Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coates US 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 23.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 18.3% | |
| AMERFUNDS 2015 TARG DATERET R6 50 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $652K | 10.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $519K | 8.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $510K | 8.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $301K | 4.9% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $244K | 3.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $188K | 3.0% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $167K | 2.7% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $115K | 1.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $99K | 1.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $97K | 1.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $84K | 1.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $83K | 1.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $66K | 1.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $66K | 1.1% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $47K | 0.8% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $37K | 0.6% | |
| HARTFORD DIVIDEND & GROWTH R6 | Registered Investment Companies | — | — | $36K | 0.6% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $34K | 0.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $34K | 0.5% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $33K | 0.5% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $29K | 0.5% | |
| HTFD INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $23K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | 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.
