Breann Horton signed Coquille Economic Development Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coquille Economic Development Corporation's EIN is 91-1550277.
Download the official 2024 Form 5500 (PDF) for Coquille Economic Development Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coquille Economic Development Corporation'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 | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Prinicipal Fixed Income Guaranteed Option | Other securities | — | — | $3.3M | 21.7% | |
| Columbia Div Income I3 Fund | Other securities | — | — | $1.5M | 9.6% | |
| Pioneer Bond K Fund | Other securities | — | — | $1.3M | 8.6% | |
| PGIM High Yield R6 Fund | Other securities | — | — | $1.0M | 6.5% | |
| BlackRock Infl Pro Bd K Fd | Other securities | — | — | $984K | 6.4% | |
| iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $914K | 6.0% | |
| Morgan Stanley Ins Glbl Frch I | Other securities | — | — | $799K | 5.2% | |
| DFA International Value I Fund | Mutual Funds | — | — | $743K | 4.8% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $716K | 4.7% | |
| Allspring Emerg Mkts Eq In R6 | Other securities | — | — | $690K | 4.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $687K | 4.5% | |
| Janus Henderson Forty N Fund | Mutual Funds | — | — | $678K | 4.4% | |
| Loans to participants | Participant loans | — | — | $620K | 4.0% | |
| Fidelity Adv Small Cap Gr Z Fd | Mutual Funds | — | — | $484K | 3.2% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | — | $379K | 2.5% | |
| Allspring Spec Sm Cp Value R6 | Other securities | — | — | $359K | 2.3% | |
| Etn Vnc Atl Cp SMID-CAP R6 Fd | Other securities | — | — | $98K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $43K | 0.3% | |
| Secs Sep Acct+ | Real Estate | — | — | $43K | 0.3% | |
| BlackRock Liqdt Fds Ins FedFd | Other securities | — | — | $20K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
