Denise Kestner signed COP Collisionright Holdings, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
COP Collisionright Holdings, Inc.'s EIN is 85-2099559.
Download the official 2023 Form 5500 (PDF) for COP Collisionright Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)COP Collisionright Holdings, Inc.'s 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $30K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $4.5M | 18.4% | |
| American Funds 2030 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $4.2M | 17.0% | |
| American Funds 2045 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $3.5M | 14.0% | |
| American Funds 2040 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $3.0M | 12.3% | |
| American Funds 2050 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $2.2M | 8.9% | |
| American Funds 2055 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $2.1M | 8.3% | |
| American Funds 2025 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $1.8M | 7.2% | |
| American Funds 2020 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $688K | 2.8% | |
| American Funds 2060 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $647K | 2.6% | |
| Participant Loans Interest 4.25% - 9.50% | Bonds / Notes | — | — | $369K | 1.5% | |
| Schwab S&P 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $298K | 1.2% | |
| American Funds 2065 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $216K | 0.9% | |
| Virtus KAR Small-CAP Growth Fund Mutual Funds | Other securities | — | — | $121K | 0.5% | |
| AB Large Cap Growth Fund Inc Mutual Funds | Common Stocks | — | — | $120K | 0.5% | |
| BlackRock Mid-Cap Growth Equity Portfolio Mutual Funds | Other securities | — | — | $91K | 0.4% | |
| Putnam Stable Value Fd Commngld Ut 20 Stable Value Fund | Stable Value | — | — | $89K | 0.4% | |
| PUTNAM STABLE VALUE FUND (20) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $84K | 0.3% | |
| Schwab International Index Fund Mutual Funds | Common Collective Trusts | — | — | $79K | 0.3% | |
| American Funds 2010 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $77K | 0.3% | |
| Hartford Strategic Income Fund Mutual Funds | Other securities | — | — | $75K | 0.3% | |
| Putnam Large Cap Value Fund Mutual Funds | Mutual Funds | — | — | $73K | 0.3% | |
| Fidelity Advisor Balanced Fund Mutual Funds | Mutual Funds | — | — | $59K | 0.2% | |
| Schwab US Mid-Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $53K | 0.2% | |
| Franklin Small Cap Value Fund Mutual Funds | Mutual Funds | — | — | $48K | 0.2% | |
| Schwab Small-Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $40K | 0.2% | |
| MFS International Diversification Fund Mutual Funds | Mutual Funds | — | — | $38K | 0.2% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual Funds | Other securities | — | — | $37K | 0.1% | |
| Schwab US Aggregate Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $35K | 0.1% | |
| American Funds 2015 Target Date Ret. Fund Mutual Funds | Mutual Funds | — | — | $25K | 0.1% | |
| Janus Henderson Global Real Estate Fund Mutual Funds | Mutual Funds | — | — | $20K | <0.1% | |
| Western Asset Core Plus Bond Fund Mutual Funds | Other securities | — | — | $18K | <0.1% |
