Richard Caluori signed The Western Sugar Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Western Sugar Cooperative's EIN is 87-0658226.
Download the official 2024 Form 5500 (PDF) for The Western Sugar Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Western Sugar Cooperative'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | 38-2722519 | — | INVESTMENT ADV/CONSULTANT | $48K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CT STABLE GOVT I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $6.4M | 19.2% | |
| FIDELITY FID GROWTH CO K6 | Mutual Funds | — | — | $5.0M | 15.0% | |
| FIDELITY FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $2.8M | 8.4% | |
| FIDELITY FID 500 INDEX | Common Collective Trusts | — | — | $2.4M | 7.3% | |
| FIDELITY FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $2.3M | 7.0% | |
| FIDELITY FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $1.5M | 4.6% | |
| FIDELITY FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.5M | 4.6% | |
| FIDELITY FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $1.5M | 4.3% | |
| FIDELITY FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $1.4M | 4.3% | |
| FIDELITY FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $1.1M | 3.3% | |
| FIDELITY FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $1.1M | 3.2% | |
| ALLSPRING AS CORE PLUS BOND R6 | Other securities | — | — | $773K | 2.3% | |
| FIDELITY FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $766K | 2.3% | |
| FIDELITY FID INTL CAP APPR K6 | Mutual Funds | — | — | $758K | 2.3% | |
| FIDELITY FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $752K | 2.2% | |
| FIDELITY FID GOV MMKT 215 * PARTICIPANTS Loans to Participants (interest rates ranging from 5.25% to 10.50%, various maturity dates) | Mutual Funds | — | — | $735K | 2.2% | |
| FIDELITY FID LOW-PRICED ST K6 | Mutual Funds | — | — | $613K | 1.8% | |
| EATON VANCE EV AC SMID CAP R6 | Other securities | — | — | $449K | 1.3% | |
| JPMORGAN JPM EQUITY INCOME R6 | Other securities | — | — | $425K | 1.3% | |
| FIDELITY FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $388K | 1.2% | |
| VANGUARD VANG INTM BD IDX ADM | Common Collective Trusts | — | — | $326K | 1.0% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $229K | 0.7% | |
| VANGUARD VANG SMCPVL IDX ADM | Common Collective Trusts | — | — | $44K | 0.1% | |
| FIDELITY FID FDM IDX INC IPR 14 * FIDELITY FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $19K | <0.1% | |
| FIDELITY FID FDM IDX 2070 IPR | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $9K |
| — |
