JEAN Moloney signed Comoto Holdings, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Comoto Holdings, LLC's EIN is 84-4760045.
Download the official 2023 Form 5500 (PDF) for Comoto Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Comoto Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $5.8M | 18.9% | |
| Vanguard | Mutual Funds | — | — | $3.4M | 11.2% | |
| Vanguard | Mutual Funds | — | — | $3.2M | 10.4% | |
| Vanguard | Mutual Funds | — | — | $3.1M | 10.0% | |
| Vanguard | Mutual Funds | — | — | $2.9M | 9.6% | |
| Vanguard | Mutual Funds | — | — | $2.0M | 6.5% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 6.1% | |
| Vanguard | Mutual Funds | — | — | $1.5M | 5.0% | |
| Fidelity Investments | Mutual Funds | — | — | $1.4M | 4.5% | |
| Vanguard | Mutual Funds | — | — | $691K | 2.3% | |
| Vanguard | Mutual Funds | — | — | $633K | 2.1% | |
| Vanguard | Mutual Funds | — | — | $446K | 1.5% | |
| Fidelity Investments | Mutual Funds | — | — | $424K | 1.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $424K | 1.4% | |
| Notes receivable from participants | Other securities | — | — | $403K | 1.3% | |
| BlackRock | Other securities | — | — | $383K | 1.2% | |
| Vanguard | Mutual Funds | — | — | $351K | 1.1% | |
| BlackRock | Other securities | — | — | $280K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $261K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $253K | 0.8% | |
| American Funds | Mutual Funds | — | — | $223K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $213K | 0.7% | |
| Pimco Investments | Mutual Funds | — | — | $209K | 0.7% | |
| American Funds | Mutual Funds | — | — | $206K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $169K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $109K | 0.4% | |
| Pimco Investments | Mutual Funds | — | — | $96K | 0.3% | |
| BlackRock | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
