Daniel Coteron signed Tapestry Management Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tapestry Management Services' EIN is 84-4559744.
Download the official 2024 Form 5500 (PDF) for Tapestry Management Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tapestry Management Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | RETAINED BY EMPLOYER | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| John Hancock 2050 Lifetime Blend R6 - | Other securities | — | — | $1.1M | 17.3% | |
| John Hancock 2055 Lifetime Blend R6 - | Other securities | — | — | $807K | 12.2% | |
| John Hancock 2045 Lifetime Blend R6 - | Other securities | — | — | $797K | 12.0% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $691K | 10.4% | |
| John Hancock 2040 Lifetime Blend R6 - | Other securities | — | — | $593K | 9.0% | |
| John Hancock 2035 Lifetime Blend R6 - | Other securities | — | — | $588K | 8.9% | |
| John Hancock 2030 Lifetime Blend R6 - | Other securities | — | — | $551K | 8.3% | |
| John Hancock 2060 Lifetime Blend R6 - | Other securities | — | — | $457K | 6.9% | |
| MFS International Diversification Fund - | Mutual Funds | — | — | $266K | 4.0% | |
| Notes receivable from 8.50% - 9.50% through December 2029 - | Bonds / Notes | — | — | $156K | 2.3% | |
| John Hancock 2025 Lifetime Blend R6 - | Other securities | — | — | $141K | 2.1% | |
| AB US LARGE CAP GROWTH CIT WILMINGTON TRUST, N.A. · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $128K | 1.9% | |
| Blackrock Mid Cap Growth Equity K - | Other securities | — | — | $41K | 0.6% | |
| JOHN HANCOCK STABLE VAL FD R6 GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $38K | 0.6% | |
| John Hancock 2020 Lifetime Blend R6 - | Other securities | — | — | $37K | 0.6% | |
| Fidelity Total International Index - | Mutual Funds | — | — | $37K | 0.6% | |
| Vanguard Total Bond Market Index Fund - | Common Collective Trusts | — | — | $31K | 0.5% | |
| Vanguard Small Cap Index Fund - Admiral Shares - | Common Collective Trusts | — | — | $19K | 0.3% | |
| American Funds New World Fund - Class R6 - | Mutual Funds | — | — | $19K | 0.3% | |
| Invesco Discovery R6 - | Mutual Funds | — | — | $15K | 0.2% | |
| PIMCO Income Fund - | Mutual Funds | — | — | $15K | 0.2% | |
| Dodge & Cox Stock Fund - | Mutual Funds | — | — | $14K | 0.2% | |
| Hartford Schroders International Stk R5 - | Other securities | — | — | $10K | 0.2% | |
| Vanguard Mid Cap Index Fund - Admiral Shares - | Common Collective Trusts | — | — | $9K | 0.1% | |
| Allspring Special Mid Cap Value R6 - | Other securities | — | — | $6K | <0.1% | |
| Registered investment companies Baird Aggregate Bond Fund - | Other securities | — | — | $5K | <0.1% | |
| Undiscovered Managers Behavioral Value Fund Class R6 - | Other securities | — | — | $3K | <0.1% | |
| American Funds American Balanced Fund R6 - 246 Cohen and Steers Institutional Realty Shares - | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
