Lilay Gebreigziabher signed Coffman Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coffman Engineers, Inc.'s EIN is 91-1053429.
Download the official 2024 Form 5500 (PDF) for Coffman Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coffman Engineers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | ACCOUNTANT | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $46.3M | 22.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $10.0M | 4.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $9.6M | 4.6% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $9.2M | 4.5% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $9.1M | 4.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $7.8M | 3.8% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $6.6M | 3.2% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $6.4M | 3.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.0M | 2.9% | |
| Polen Cap Maste/ Focus Gr Collective Trusts | Common Collective Trusts | — | — | $5.9M | 2.8% | |
| Boston P A/Cap Value-Is Mutual Fund | Other securities | — | — | $5.8M | 2.8% | |
| Fidelity Us Bond Index Mutual Fund | Mutual Funds | — | — | $5.7M | 2.8% | |
| Amer Fnds Europac Grow-R6 #2616 Mutual Fund | Other securities | — | — | $5.2M | 2.5% | |
| Harbor Small Cap Value Mutual Fund | Other securities | — | — | $5.1M | 2.5% | |
| Dodge & Cox Income-X Mutual Fund | Mutual Funds | — | — | $4.8M | 2.3% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.8M | 2.3% | |
| Dfa Us Targeted Val Port Cl I #5096 Mutual Fund | Mutual Funds | — | — | $4.7M | 2.3% | |
| Dodge & Cox Stock-X Mutual Fund | Mutual Funds | — | — | $4.7M | 2.2% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $4.5M | 2.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $4.3M | 2.1% | |
| Pimco Total Ret Fd Mutual Fund | Mutual Funds | — | — | $4.2M | 2.0% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $4.2M | 2.0% | |
| Allspring Govt Mm Fd- Instl #1751 Money Market Fund | Cash / Money Market | — | — | $2.3M | 1.1% | |
| Victory Trivalent Intl Sm-I Mutual Fund | Other securities | — | — | $1.8M | 0.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 0.6% | |
| Nvidia Corp Common Stock | Common Stocks | — | — | $877K | 0.4% | |
| Fidelity Total Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $787K | 0.4% | |
| PRINCIPAL DRA CIT-TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $731K | 0.4% | |
| maturing through July 2031 0 | Other securities | — | — | $633K | 0.3% | |
| Microsoft Corp Common Stock | Common Stocks | — | — | $607K | 0.3% | |
| Amazon Com Inc Com Common Stock | Common Stocks | — | — | $604K | 0.3% | |
| Principal Stable Value Fd Fee Cl Z Mutual Fund | Stable Value | — | — | $566K | 0.3% | |
| Apple Inc Common Stock | Common Stocks | — | — | $542K | 0.3% | |
| Baird Aggregate Bond Fund- Inst #72 Mutual Fund | Other securities | — | — | $533K | 0.3% | |
| Meta Platforms Inc Cl A Common Stock | Common Stocks | — | — | $473K | 0.2% | |
| Alphabet Inc Cl C Common Stock | Common Stocks | — | — | $390K | 0.2% | |
| Morningstar Inc Common Stock | Common Stocks | — | — | $367K | 0.2% | |
| Tesla, Inc Common Stock | Common Stocks | — | — | $361K | 0.2% | |
| Servicenow Inc Common Stock | Common Stocks | — | — | $355K | 0.2% | |
| Aaon Inc Common Stock | Common Stocks | — | — | $324K | 0.2% | |
| Visa Inc- Class A Shrs Common Stock | Common Stocks | — | — | $296K | 0.1% | |
| Shopify Inc - A W/I Common Stock | Common Stocks | — | — | $287K | 0.1% | |
| Netflix Inc Common Stock | Common Stocks | — | — | $284K | 0.1% | |
| Axon Enterprise Inc Common Stock | Common Stocks | — | — | $282K | 0.1% | |
| Auto Trader Group- Unsp Adr Common Stock | Common Stocks | — | — | $278K | 0.1% | |
| Trade Desk Inc/ The Common Stock | Common Stocks | — | — | $271K | 0.1% | |
| Servisfirst Bancshares Inc Common Stock | Common Stocks | — | — | $255K | 0.1% | |
| John Hancock Income Fund- I Mutual Fund | Other securities | — | — | $248K | 0.1% | |
| Vanguard Equity Income Mutual Fund | Mutual Funds | — | — | $246K | 0.1% | |
| Goosehead Insurance Inc Common Stock | Common Stocks | — | — | $240K | 0.1% |
