Coastal Villages Region Fund's EIN is 92-0156736.
Download the official 2024 Form 5500 (PDF) for Coastal Villages Region Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coastal Villages Region Fund'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, INC. | 13-3180631 | — | NONE | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $24.2M | 96.8% | |
| The Standard Insurance Company Schwab Target 2040 Index | Mutual Funds | — | — | $4.7M | 19.0% | |
| The Standard Insurance Company Schwab Target 2030 Index | Mutual Funds | — | — | $3.3M | 13.3% | |
| The Standard Insurance Company Schwab Target 2035 Index | Mutual Funds | — | — | $2.8M | 11.1% | |
| The Standard Insurance Company iShares S&P 500 Index Service | Common Collective Trusts | — | — | $2.2M | 8.8% | |
| The Standard Insurance Company Schwab Target 2055 Index | Mutual Funds | — | — | $1.9M | 7.6% | |
| The Standard Insurance Company Vanguard Tot Stk Mk Idx Adm | Common Collective Trusts | — | — | $1.4M | 5.7% | |
| The Standard Insurance Company Schwab Target 2050 Index | Mutual Funds | — | — | $1.4M | 5.6% | |
| The Standard Insurance Company Schwab Target 2045 Index | Mutual Funds | — | — | $1.1M | 4.6% | |
| The Standard Insurance Company Schwab Target 2060 Index | Mutual Funds | — | — | $1.1M | 4.3% | |
| The Standard Insurance Company Schwab Target 2020 Index | Mutual Funds | — | — | $783K | 3.1% | |
| Guaranteed interest account * The Standard Insurance Company Minnesota Life Guaranteed Return Account | Common Stocks | — | — | $753K | 3.0% | |
| The Standard Insurance Company JPMorgan Large Cap Growth | Common Stocks | — | — | $704K | 2.8% | |
| The Standard Insurance Company Schwab Target 2025 Index | Mutual Funds | — | — | $518K | 2.1% | |
| The Standard Insurance Company Schwab Target 2015 Index | Mutual Funds | — | — | $516K | 2.1% | |
| The Standard Insurance Company Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $302K | 1.2% | |
| The Standard Insurance Company Vanguard Equity-Income Adm | Mutual Funds | — | — | $255K | 1.0% | |
| The Standard Insurance Company Fidelity Global ex US Index | Mutual Funds | — | — | $226K | 0.9% | |
| The Standard Insurance Company PGIM Total Return Bond Z | Common Stocks | — | — | $163K | 0.7% | |
| The Standard Insurance Company Columbia Global Tech Growth | Common Stocks | — | — | $159K | 0.6% | |
| The Standard Insurance Company Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $156K | 0.6% | |
| The Standard Insurance Company Morgan Stanley Inst Intl Opp I | Common Stocks | — | — | $116K | 0.5% | |
| The Standard Insurance Company T.Rowe Price Health Sciences | Common Stocks | — | — | $78K | 0.3% | |
| The Standard Insurance Company Applied Finance Explorer Inv | Common Stocks | — | — | $57K | 0.2% | |
| The Standard Insurance Company Amer Funds New World Fund R6 | Common Stocks | — | — | $55K | 0.2% | |
| The Standard Insurance Company Cohen & Steers RE Securities A | Common Stocks | — | — | $36K | 0.1% | |
| The Standard Insurance Company Segall Bryant Hamill SmCap Gro | Common Stocks | — | — | $23K | <0.1% | |
| The Standard Insurance Company DFA Infl-Protected Sec Port I | Mutual Funds | — | — | $18K | <0.1% | |
| The Standard Insurance Company American Beac Stph MdCp Grow Y | Common Stocks | — | — | $13K | <0.1% | |
| The Standard Insurance Company American Century Mid Cp Val R6 | Common Stocks | — | — | $11K | <0.1% | |
| The Standard Insurance Company DFA Intl Small Company Port | Mutual Funds | — | — | $5K | <0.1% | |
| The Standard Insurance Company Vanguard Tot Bond Mkt Idx Adm | U.S. Treasuries | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
