Rhonda Herzhaft signed Coach Road Capital, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coach Road Capital, LLC's EIN is 86-2859607.
Download the official 2024 Form 5500 (PDF) for Coach Road Capital, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coach Road Capital, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $503 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 2045 Target Date Retirement Fund R6 | Other securities | — | — | $244K | 17.2% | |
| 2040 Target Date Retirement Fund R6 | Other securities | — | — | $210K | 14.8% | |
| 500 Index Fund | Common Collective Trusts | — | — | $158K | 11.1% | |
| 2030 Target Date Retirement Fund R6 | Other securities | — | — | $128K | 9.0% | |
| 2035 Target Date Retirement Fund R6 | Other securities | — | — | $126K | 8.8% | |
| 2050 Target Date Retirement Fund R6 | Other securities | — | — | $105K | 7.4% | |
| 2055 Target Date Retirement Fund R6 | Other securities | — | — | $104K | 7.3% | |
| 2025 Target Date Retirement Fund R6 | Other securities | — | — | $83K | 5.8% | |
| 2060 Target Date Retirement Fund R6 | Other securities | — | — | $40K | 2.8% | |
| American Mutual Fund R6 | Other securities | — | — | $29K | 2.0% | |
| Small Cap Index | Other securities | — | — | $25K | 1.8% | |
| International Index | Other securities | — | — | $24K | 1.7% | |
| US Bond Index | Other securities | — | — | $20K | 1.4% | |
| Fixed Account | Other securities | — | — | $20K | 1.4% | |
| International Core Equity I | Other securities | — | — | $17K | 1.2% | |
| Emerging Markets I | Other securities | — | — | $17K | 1.2% | |
| 2020 Target Date Retirement Fund R6 | Other securities | — | — | $15K | 1.1% | |
| GWAQ10 | Other securities | — | — | $15K | 1.0% | |
| Mid Cap Index | Other securities | — | — | $12K | 0.8% | |
| Inflation-Protected Securities I | Other securities | — | — | $9K | 0.6% | |
| Securities I | Real Estate | — | — | $5K | 0.4% | |
| Growth Strategies K6 | Other securities | — | — | $4K | 0.3% | |
| American Funds Multi Sector Income FD R6 | Mutual Funds | — | — | $4K | 0.3% | |
| 2065 Target Date Retirement Fund R6 | Other securities | — | — | $3K | 0.2% | |
| U.S. Vector Equity I | Other securities | — | — | $3K | 0.2% | |
| US Targeted Value I | Other securities | — | — | $2K | 0.1% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $1K | <0.1% | |
| Advisor Investment Grade Bond Fund Class Z | Other securities | — | — | $633 | <0.1% | |
| FORFEITURES | Other securities | — | — | $33 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DES MOINES, IA |
| INVESTMENT ADVISOR |
| $4K |
| — |
