Silvia Demelo signed Coalfire Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coalfire Systems, Inc.'s EIN is 84-1600418.
Download the official 2024 Form 5500 (PDF) for Coalfire Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coalfire Systems, Inc.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.
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 | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING, INC | 84-0854432 | — | INVESTMENT ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID GROWTH CO K6 | Mutual Funds | — | — | $20.0M | 17.9% | |
| Fidelity FID TOTAL MKT IDX | Common Collective Trusts | — | — | $13.2M | 11.8% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $10.8M | 9.7% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $10.3M | 9.2% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $9.8M | 8.8% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $8.6M | 7.7% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $7.3M | 6.5% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $5.7M | 5.1% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $4.7M | 4.2% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $2.8M | 2.5% | |
| Vanguard VANG EQUITY INC ADM | Mutual Funds | — | — | $2.4M | 2.2% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $1.9M | 1.7% | |
| Vanguard VANG TREASURY MM | Mutual Funds | — | — | $1.9M | 1.7% | |
| Victory VI SM-CAP VAL Y | Other securities | — | — | $1.7M | 1.5% | |
| Fidelity FID INTL GROWTH | Mutual Funds | — | — | $1.5M | 1.4% | |
| Fidelity FID TOTAL INTL IDX | Common Collective Trusts | — | — | $1.5M | 1.3% | |
| John Hancock J H TRITON N | Other securities | — | — | $1.4M | 1.3% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $1.1M | 1.0% | |
| Participants Loans to Participants (interest rates of 4.25% - 9.50%, various maturity dates) | Bonds / Notes | — | — | $853K | 0.8% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $766K | 0.7% | |
| NY Life NYLI MK HY CORPBD R6 | Other securities | — | — | $739K | 0.7% | |
| DFA GLOB REAL ESTATE | Mutual Funds | — | — | $712K | 0.6% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $684K | 0.6% | |
| Dodge & Cox DODGE & COX INCOME X | Mutual Funds | — | — | $521K | 0.5% | |
| Vanguard VG TL INTL BD IDX AD | Common Collective Trusts | — | — | $223K | 0.2% | |
| Fidelity FID INFL PR BD IDX | Common Collective Trusts | — | — | $214K | 0.2% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $188K | 0.2% | |
| Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $128K | 0.1% | |
| Frost LOW DUR BD IS | Other securities | — | — | $123K | 0.1% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROCK AND COMPANY | 84-0930288 | — | AUDITOR | $8K | — |
